✔️ Available (with limits) on all subscriptions
See "Before you start" below for feature limits

What
Use Board view to create a column-based visualization of a project's tasks (also known as cards) representing points of progress through the project's key stages.
Why
  • Illustrate the steps work goes through, building a clear path of progression for all project contributors to understand.
  • Identify bottlenecks and delays in your workflow quickly.
  • Tailor each project's Board view with detailed and flexible processes to suit each individual project's needs.
Who
  • Site admins can create and edit all projects' Boards and columns.
  • Project admins can create and edit columns on projects they’re an admin on.
  • Standard users, client users and collaborators can access Board view on projects they’re a member of.
    • Their ability to view and manage tasks (cards) depends on their project permissions.
      📖 Learn more about managing tasks in Board view.
When
  • Daily review: Start the day by using Board view to see what needs your attention first. Revisit Board view at the end of the day, moving tasks as necessary to indicate their up-to-date status.
  • Project and team meetings: Open Board view during team meetings and go through project progress, discussing any potential delays and making updates if necessary.
What
Use Board view to create a column-based visualization of a project's tasks (also known as cards) representing points of progress through the project's key stages.
Why
  • Illustrate the steps work goes through, building a clear path of progression for all project contributors to understand.
  • Identify bottlenecks and delays in your workflow quickly.
  • Tailor each project's Board view with detailed and flexible processes to suit each individual project's needs.
Who
  • Site admins can create and edit all projects' Boards and columns.
  • Project admins can create and edit columns on projects they’re an admin on.
  • Standard users, client users and collaborators can access Board view on projects they’re a member of.
    • Their ability to view and manage tasks (cards) depends on their project permissions.
      📖 Learn more about managing tasks in Board view.
When
  • Daily review: Start the day by using Board view to see what needs your attention first. Revisit Board view at the end of the day, moving tasks as necessary to indicate their up-to-date status.
  • Project and team meetings: Open Board view during team meetings and go through project progress, discussing any potential delays and making updates if necessary.

Before you start

  • Free Forever subscriptions are limited to 3 Board view columns with 10 cards populated in each column on each project.

Create a column

  1. Click Jump to in Teamwork's left navigation menu. 
  2. Search for and select a project. 


     
  3. Select the Board tab in the project's navigation menu. The Board tab might be hidden under the More... section. 
  4. Click Add column in the top right. 

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  5. Enter a column name. Our advice: create one column for each step in the workflow tasks go through. As always, keep names short and descriptive.
  6. Select a column color using the arrow on the column heading’s right.

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  7. Click Save. 
  8. Repeat steps 4 to 7 for each subsequent column you need. 

The columns are added to the project’s Board view. You can edit, update, and add new columns as your project grows.

Column options

  1. Click Jump to in Teamwork's left navigation menu. 
  2. Search for and select a project. 
  3. Select the Board tab in the project's navigation menu. 
  4. Scroll to the relevant column.
  5. Click the ... (ellipsis) on the column name's right.

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  6. Choose an option:
    Edit
    		Edit the column's name and/or color.
    Filter
    		Search for individual cards by card name.
    Add multiple tasks
    		Bulk add tasks to the column from the backlog. 
    Add automation
    Archive completed cards
    		Hide completed cards from the column. Archiving only affects cards in board view — it does not affect tasks in List or Table view.
    Quickly sort cards
    Sort columns by a particular task property. 
    Column settings
    • Set up board view triggers or automations.
    • Choose a default task list to add new cards to.
      📝 When set, the modify task list trigger overrides the default task list.
    • Sort column by a particular task/card property.
    • Filter the card details show in the column:
      • Minimal: Assignee.
      • Default: Assignee, dates, priority and attachments.
      • Custom: Choose which details you want to see via the checkboxes.
    Collapse
    		Minimize the column vertically. This helps maximize screen space by collapsing the column(s) you're not actively working on.
    Delete column 
    Delete the board column. Any tasks on the column are returned to the tasks backlog panel. 
    Edit
    		Edit the column's name and/or color.
    Filter
    		Search for individual cards by card name.
    Add multiple tasks
    		Bulk add tasks to the column from the backlog. 
    Add automation
    Archive completed cards
    		Hide completed cards from the column. Archiving only affects cards in board view — it does not affect tasks in List or Table view.
    Quickly sort cards
    Sort columns by a particular task property. 
    Column settings
    • Set up board view triggers or automations.
    • Choose a default task list to add new cards to.
      📝 When set, the modify task list trigger overrides the default task list.
    • Sort column by a particular task/card property.
    • Filter the card details show in the column:
      • Minimal: Assignee.
      • Default: Assignee, dates, priority and attachments.
      • Custom: Choose which details you want to see via the checkboxes.
    Collapse
    		Minimize the column vertically. This helps maximize screen space by collapsing the column(s) you're not actively working on.
    Delete column 
    Delete the board column. Any tasks on the column are returned to the tasks backlog panel. 

💡 Hover over the number at the top of a board column to view total, active, completed card numbers and total estimated time for all of the column’s cards.


Manage Board view options

  1. Click Jump to in Teamwork's left navigation menu. 
  2. Search for and select a project. 
  3. Switch to the project's Board tab.
  4. Click the ... (ellipsis) in Board view's top right.

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  5. Choose an option: 
    Share filter
    		Share your current filter view with a colleague via a link or email. This option is only visible when active filters are applied. 
    View archived cards 
    		Display previously archived cards (aka tasks).
    Manage columns
    Apply sort and filter settings to one or multiple columns:
    • Column sort: Choose a default sort order for tasks in columns.
    • Filter: Choose which task details you want displayed on task cards in the columns.
    Minimize card details
    Display only the task name on cards in columns. 
    Keyboard Shortcuts 
    View available Board view keyboard shortcuts. 
    Share filter
    		Share your current filter view with a colleague via a link or email. This option is only visible when active filters are applied. 
    View archived cards 
    		Display previously archived cards (aka tasks).
    Manage columns
    Apply sort and filter settings to one or multiple columns:
    • Column sort: Choose a default sort order for tasks in columns.
    • Filter: Choose which task details you want displayed on task cards in the columns.
    Minimize card details
    Display only the task name on cards in columns. 
    Keyboard Shortcuts 
    View available Board view keyboard shortcuts. 

💡 Open Board view in full screen using the toggle (Image Placeholder) in the view's top right.

View column details in list and table view

If a task is currently on a board column, the column’s details are displayed on the task in List and Table view.

From either view, click the column name to:
  • Remove that task from its associated column
  • Change the task's associated board column.

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Set default Board columns

Set default board columns to be created on each new project.

🔑 Site admins (in the owner company) can set and manage default board columns.

  1. Click your profile icon in Teamwork.com's main navigation menu.
  2. Select Settings.
  3. Switch to the Templates tab.
  4. Scroll to Default Board Columns.
  5. Click Set-up.

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  6. Click Add Column in the pop-up window.
  7. Enter a column name and choose a color. The column name could be a workflow phase, for example: To-do, Review, or In progress.



  8. Click Add Column.
  9. Repeat steps 6 to 8 for each default column you need to create.
  10. Click Finished.

The default board columns automatically populate on any new project created on the site. They are not retrospectively added to projects created before the defaults were set.

💡 Reorder columns. Hover to the left of a column’s name and click and hold the drag and drop icon and move the column to the appropriate place.

Best practices

  • Use clear column names: Label each column on your board clearly (descriptively and concisely). Make sure that team members understand the purpose and stage represented by each column.
  • Hold progress meetings: Discuss task progress through the board column, address any obstacles, and make any necessary adjustments to the workflow or task prioritization.

Elevate

  • Automation: Save time by creating automations to manage steps in your workflow. You don't need to update key details as tasks progress. Teamwork.com can do that for you.

1. Also available on legacy subscriptions: Pro, Premium, Enterprise.