Available with limits on Deliver, Grow, and Scale plans.
Feature overview
What
The Board view in the Everything area displays tasks in workflow stages across all projects linked to the selected workflow that you have permission to access. Use it to review and manage work in a visual, cross-project board layout.
Why
  • Get a visual, cross-project view of work moving through workflow stages.
  • Switch between workflows to review different project groups and processes.
  • Move tasks between stages as work progresses, based on your permissions.
  • Search, sort, and filter tasks to focus on the right work.
Who
  • All users who can access workflows and the associated projects.
Your permissions on associated projects determine which tasks you can see and the actions you can take.
When
Use Board view when you want a visual overview of work across projects organized by workflow stages.
  • Example: Review how work is progressing through a shared workflow across multiple client projects.
  • Example: Spot bottlenecks by seeing how many tasks are currently in each stage.
← Swipe to scroll
Best for
Board view is best for visual, Kanban-style workflow management across projects, reviewing stage progress, and spotting bottlenecks at a glance. 

Use when
You want a visual, workflow-driven way to manage work across multiple projects and quickly see where tasks are currently sitting.
Everything Board view showing workflow stages with tasks across multiple projects

Before you start

The Board view depends on workflows. Each project can be linked to one workflow, and each workflow can be associated with multiple projects.

You only see tasks from projects you have permission to access.

If no workflows exist and you have permission to create one, you can select Create workflow to open Settings > Workflows and create one there.

Your permissions determine:
  • Which workflows and tasks you can view.
  • Whether you can move tasks between stages.
  • Whether you can create tasks in workflow stages or update task details.

Quick start

  1. Click Everything in the main navigation and select the Board tab.
  2. Choose a workflow from the workflow selector.
  3. Review tasks in each stage, then use search, sorting, or filters to focus on the right work.

Once a workflow is selected, the board shows all of that workflow’s stages and all tasks currently in those stages across the associated projects you can access.

You can manage tasks in this view in a similar way to a project-level board, with access to task details and actions based on your permissions.

Use the Board view

Available actions depend on your permissions to edit tasks on the associated project.

Understand the layout

Board view displays the selected workflow as a series of stages. Each stage contains tasks from all associated projects that are currently in that stage and that you have permission to view.

Switch workflows

Use the workflow selector in the top left of the board to switch between available workflows.

When you select a workflow, the board updates to show that workflow’s stages and all tasks currently sitting in each stage across its associated projects.

Workflow selector in Everything Board view

Tasks backlog

The Backlog stage is pinned on the left side of the board.

It contains active tasks from the associated projects that are not currently assigned to a workflow stage.

Move tasks between stages

Drag and drop a task card from one stage to another to update its workflow stage.

Moving a task updates its stage in both the workflow and the associated project board.

Create tasks in a stage

Create a task directly in a workflow stage by clicking Add a task at the bottom of the stage.

The selected project and task list default to the last project and task list used. You can change them, but only to projects associated with the workflow and that you have permission to add tasks to.

Update task details

Hover over a task card to update key properties such as assignee, tags, dates, priority, estimated time, starting a timer, or logging time.

Click a task card to open the task details panel, where you can view and update full task details, add comments, manage files, and take other task actions.

Task details panel opened from Board view showing task information and actions

Search tasks

Use the search field to refine the tasks shown in the workflow.

Search returns tasks whose names match the search term.

Sort tasks

Use the Sort by menu in the top right of the board to organize tasks within stages.

You can sort tasks by task name, due date, assignee, priority, date created, task list, or none.

Sort options in Board view showing fields such as due date, assignee, and priority

Filter tasks

Use the Filter menu in the top right of the board to narrow the tasks shown in workflow stages.
  • Assignee
  • Dates
  • Task status
  • Other task properties and additional workflow-related filters
  • Saved filters
Filter panel in Board view showing options such as assignee, dates, and task status

By default, completed tasks are hidden from workflow views. If expected tasks are missing, check the Task status filter to include completed tasks.

Filter settings can also be used to hide separate subtasks or show only tasks linked with Desk tickets, where available.


More workflow actions

Depending on your permissions, you may also be able to collapse a stage or open workflow settings from stage options.

Workflow management actions, such as editing workflows, mapping stages, and configuring automations, are available in Settings > Workflows for users with permission to manage workflows.

Limitations

  • You only see tasks from projects you have permission to access.
  • Moving tasks between stages, creating tasks, and editing task details are permission-dependent.
  • If no workflows exist, Board view cannot show staged work until a workflow is created and applied to projects.
  • Each project can only be linked to one workflow at a time.

Best practices for Board view

  • Select the right workflow first: Switch to the workflow that matches the projects or process you want to review.
  • Use filters to focus your view: Narrow the board when reviewing large volumes of work.
  • Review the backlog regularly: Check unassigned tasks to ensure work is not missed.
  • Keep stages up to date: Move tasks as work progresses so the board reflects current status.
  • Use the right view for the task: Use Board for visual workflow tracking, and switch to Tasks or Table for detailed list or data management.