✔ Available on all
subscriptions
Within Teamwork.com, you can switch to board view to
organize tasks in the project
using cards within columns.
Feature
limits
Teamwork.com plan | Board view limits per
project |
|---|---|
| Free Forever | 3 columns
with 10 tasks (cards) in each
column |
Starter, Deliver,
Grow,
Scale (and legacy paid
subscriptions) | Unlimited |
Teamwork.com plan | Board
view limits per
project |
|---|---|
| Free Forever | 3 columns
with 10 tasks (cards) in each
column |
Starter, Deliver,
Grow,
Scale (and legacy paid
subscriptions) | Unlimited |
Board view
Everyone on a project with permission to view
tasks can view the board. They will only see
tasks they have
permission to view.
You can use columns to represent the progress
of a task through various stages.
Once you switch to board view, you can create
new columns (as long as you have the
appropriate permissions) using the Add a
Column button.
Give your column a name
and if you like, you can choose a color.
Click the Save button and
do the same for any more columns you'd
like to add. You can edit the column name
or color later by clicking the
column name.
When task cards are added to a board
column, any cards assigned to you
will be highlighted by a green
border.
Board view options
Click the options (three dots) button in the
top right corner of the board view, to see the
options available.
From here, you can:
- Share Filter - only visible when a filter
is active.
- View Archived Cards
- Manage Columns
- Minimise Card Details
- Save to My Boards - only an option if the
My Boards feature has been enabled.
- View Keyboard Shortcuts
Archiving completed cards
You can choose to archive any completed
cards that may be completed in
your board columns.
Click the options button (three dots) to the
right of the column name and select Archive
Completed Cards. This will remove any
cards already
marked as complete from the column.
Sorting cards
You can sort the tasks/cards in each of your
column via the column options. Click the down
arrow to the right of the column name, and
select Quickly Sort Cards from the
dropdown
menu.
Sort Options:
- Name
- Priority
- Date Created
- Date Completed
- Assignee
- Due Date
- Start Date
- Task List
Moving cards and columns
Hover over a card, then click and drag
it to another column.
You can also use drag and drop to reorder
cards within a column.
To rearrange columns, click (outside the
title in the header) and drag them in the same
way as cards to their new position.
Viewing
and editing options
In board view, you can hide the project
sections and the site header so that you can
work with a larger area to organise your
tasks by clicking the full screen
option.
When in full screen view, click the
toggle to revert back to the
regular view.
To view the details for an
individual task, click anywhere on the
card and you will see the quick view panel
on the right with the task details.
To quickly edit details directly, hover over
a card and click the
pencil icon.
Collapsing Columns
In the column options, you can collapse a
column to minimize it when you are not working
on it. This can also be done by double
clicking the column header area.
Filtering
In the advanced filters pane in board view,
you can filter which tasks and
columns are shown.
Filter options:
- Keyword
- Show/hide board columns
- Assigned To
- Date
- Tags
- Priority
- Task Lists
Column settings
In board view, the column settings allow
you to choose which details you would like to
display for tasks in the column:
- Minimal - Shows the assignee
- Default - Shows the assignee, dates,
priority, attachments
- Custom - You can choose which details to
include
In the column settings, you can also add triggers to
automatically make changes to cards, set a
default task list for cards, and choose a
sorting option for the column.
Viewing column details in List view
When you switch back to the List view
of your
tasks, you will see a label beside each task
that has been added to a board column,
mentioning the column name. Click the
board to change or remove it from
the task.
In Table view, the board
column property will be visible as a column in
the table, allowing you to set, remove, or
change the board column associated with a
task.
For more information, see: Board View
Triggers