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columnsCreating and Customizing Board Views

Use Board Views to manage work in lanes, drag items between statuses, and reuse shared configurations.

What is covered

  • Create a Board View

  • Choose lane (group-by) settings

  • Apply filters and sorting

  • Save and share a Save View

At a glance

  • Time: ~5–10 minutes

  • Access: Project access with view permissions

  • Prerequisites: a Project with items and at least one status field

Overview

Board Views organize work into lanes. They work best for workflow and status-driven reviews.

Screenshot placeholder: Board View with 3+ lanes and several cards.

Key Concepts

  • Lane field: field used to group cards into lanes

  • Card order: ordering inside a lane (sorting)

  • Save View: stored configuration for repeatable boards

How It’s Used

Use Board Views for standups and workflow reviews. Use lane fields such as Status or Assignee for ownership clarity.

Benefits

  • Faster workflow review through visual lanes

  • Clear ownership through grouped lanes

Setup Steps

1) Create a new Board View

Open the view selector. Choose New view. Select Board.

Screenshot placeholder: new view dialog with Board selected.

GIF placeholder: create a Board View from the view selector.

2) Configure lanes

Pick a lane field. Common lane fields are Status, Assignee, or Priority.

Screenshot placeholder: lane (group-by) settings panel.

3) Drag items between lanes

Drag a card to another lane. This updates the lane field.

GIF placeholder: drag a card to a different lane and show the field update.

4) Filter and sort

Use filters to focus the board. Use sorting to control card order.

Screenshot placeholder: filters applied to a Board View.

5) Save and share

Most changes save automatically. Set visibility to Private or Team, if available.

Screenshot placeholder: view visibility options in the share modal.

Best Practices

  • Keep shared boards stable and predictable.

  • Standardize lane fields for comparable reporting.

  • Use filters to create focused review boards.

Summary

Board Views group work into lanes for workflow reviews. Save Views store the configuration for repeatable use.

Related:

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