Board view’s powerful drag-and-drop interface makes it a go-to option for agile teams. However, every user can benefit from the convenience it offers!
What you'll need
This feature is available on every ClickUp Plan!
Everyone, including guests, can create Embed views.
Note: Guests must have Can edit or Full permissions to add views.
We'll cover
Add a Board view
You can create a Board view at any level of your Workspace. Choose whether you want to focus on a single List, an entire Folder, or even all Spaces across your Workspace using the Everything view.
Tip: Everything view is a way for you to view all of your tasks in one Board, even if they have different columns.
You can add a Board view in two ways:
From + View
To add a view using + View:
Click + View.
Select Board from the right sidebar.
Name the view.
Choose how you would like to group the task cards in the Group Board by: dropdown.
Optional: Check the Private view box if you don't want anyone else to access this view or the Pin view box if you want the view to always display in your Views Bar.
Click Add View.
Use a /Slash Command
You can use a /Slash Command from the following locations to add an editable Board view.
Task view
Docs
Chat view comments and replies
Text block Dashboard widgets
Notepad
To add a Board view using Slash commands:
From the location you want to add the view, type
/bview.Use the modal to add your tasks.
Tip: Use /Slash Commands to add Board views for sprint workflows like tracking milestones for epics.
Customize your Board
Once you've added your Board view, there are many different options for organizing the information that you'd like to see.
Your customization options can be accessed through the menu bar at the top of your screen and include the following:
Filter: With a filter, you can cut out the clutter and just view tasks that pertain to specific criteria. Click on Filter in the upper right to change the criteria!
Tip: Save a filter for later use by clicking on the floppy disk icon as shown above.
Sort by: This options allows you to change the way that task cards are sorted on your Board using the following options:
Task name
Assignee
Date created
Date updated
Date closed
Group by: This option allows you to change the way that the task cards are grouped on your Board using the following options:
Status
Assignees
Priority
Due date
Subtasks: The Subtask icon in the upper right corner of your screen is used to choose how the subtasks will be displayed on your Board.
Expanded - See your subtasks as separate items directly below parent tasks.
As separate tasks - Subtasks are shown as separate items and can be moved between columns independently. Choose this option if you want subtasks to appear in filtering results.
Compact - Subtasks will not appear unless you manually expand them.
Me Mode: Toggling on this view will show only tasks assigned to you. You're also able to show tasks you're involved in.
Assignees Mode: Turning on assignees mode will show tasks assigned to whichever user you select.
Show: The Show menu will allow you to control exactly what you see on your Board. You have the ability to control:
Task locations
Subtask parent names
Closed subtasks
Show assignees
Collapse empty columns
Show images on cards - In Board view, task cards can display cover images. To make images appear on task cards in Board view, just toggle this option on in the Show menu.
Note: By default, this option will set the first attached picture as a task’s cover image. If you want to change this image, you can pin any image attached to the task.
Show task IDs
Show time tracker
Tasks in Multiple Lists
Custom Fields
Tip: To make bulk edits to tasks on your Board, utilize the Multitask Toolbar to make changes to tons of tasks all at once. You can add assignees, change statuses, and even archive or delete tasks.
Available actions
Drag-and-Drop: A key aspect of Board view is the ability to quickly move tasks through workflows and adjust their priorities. Easily drag and drop a task into any status (including collapsed statuses) and move the task up or down to change the priority of the task.
Change Assignees: There's no need to open a task to remove an assignee in Board view. Simply click on the avatars under the task to create, add, or remove assignees.
Quick-Create Tasks: Click the + in the upper right corner of any column to add a task in Board view. The new task will adapt the status of the Board in which it was created.
Adjust Due Dates: Again, no need to open a task to make changes. Just click the calendar symbol next to your task's avatar symbol to quickly update.
Add Tags: Organize tasks on a whole new dimension right from the Board. Simply hover over your task and click the tag symbol to edit or create a tag.
Custom Views: Once you create a Board view, customize it by clicking on the ellipsis next to it and making changes.
Click on the ellipsis ... at the top of any column to choose an action:
Want to learn more?
Customize your Board view even further with Work in Progress Limits!
Learn how to set up your Board view for agile workflows.
Read about the Everything view!