Note: This doc explains features of ClickUp 2.0. Looking for a 1.0 doc? Check out this link!
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!
Customize Your Columns
In Board View, your tasks will be arranged in vertical columns. You can select column headers based on the grouping options found in the upper right corner of your screen:
- Status: Each column is a Status in your workflow. This is the default column grouping and is widely used in all types of work.
- Assignees: Each column is a person, containing tasks assigned to that person
- Priority: View priorities at a glance - each column contains tasks in a different priority
- Tags: Group tasks according to which tags they have in common
- Due date: A really cool way to see which tasks are overdue, due today, or in the future - and easily reschedule them accordingly.
Choose whether you want to zoom in on a single List, an entire Folder, or even all Spaces across your Workspace.
To view every task across your entire Workspace in Board View, just click here:
This incredible feature is unique to ClickUp! We engineered a way for you to view all of your tasks in one board, even if they have different columns. We’ll magically hide columns that aren’t applicable when you click and drag tasks.
Make Bulk Edits
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.
Simply click on the ellipses at the top of a column and choose “select all”. Then, use the Multitask Toolbar to change all tasks in that column:
Alternatively, hover over a task and click this dot for single select:
Other Column Actions
Click on the ellipses
... at the top of a column and choose an action:
- Rename status [When grouping by status]
- Edit the statuses for the Folder or Space you’re viewing [When grouping by status]
- Create a new task in the column
- Archive all tasks in the status/column
- Collapse the column to get it out of your view
In Board View, task cards can display cover images. To make images appear on task cards in Board View, just select Settings:
By default, this will set the most recently uploaded image as a task’s cover image.
Tip: Be sure to check out your other view setting options under Settings as well!
Save a filter for later user by clicking on the floppy disk icon as shown above.
By default, you'll see tasks assigned to "Everyone" in your Workspace.
However, you can switch to “Me” Mode to just zoom in on tasks that are assigned to you:
Arrange columns with intention by sorting them from top to bottom. Click on this arrow to explore your different sorting options:
Click on the subtask icon in the upper right corner of your screen to choose how they are displayed on your Board:
- “Expand all”: 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
Handy Board View 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.
- Filter by Folder vs. List: Focus your workflow and filter by an entire Folder, or just a single List. Just select the specific Folder or List in your left sidebar.
- 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 ellipses next to it and making changes:
- Paper Clip - Indicates task attachments
- Avatar- Assigned Person
- Colored Checkboxes - Subtasks and their statuses
- Calendar - Quick due date selector
Be sure to check out Calendar View for more options to schedule and manage tasks with our drag and drop functionality!