The board layout is available in several places in Productive:
Under Project management > Tasks (make sure you group the tasks by project):
Within an individual project:
In CRM > Deals:
And in Financials > Budgets:
To access the board layout, click on the Layouts dropdown and pick it from the dropdown menu.
Customize your view
Once you've picked the board layout, you will notice several options at the top: Fields, Group, Sort, and Filters.
Fields
Click on Fields to select from the list or type a field that you want to see in your view. Each field corresponds to a piece of information added to the task cards (if applicable).
Group
Besides Projects, Task list, and Status, try grouping by the Assignee or any Custom field for a better task overview.
Also, when in the Project task view, click on the Show empty groups if you wish to see all the groups.
Sort
Set up a sorting option that allows you to sort data by Ascending or Descending criteria. For example, you could group by project and sort by status or group by status and sort by the project.
Filters
Set up a filter to display only data that meet a certain parameter. For example, only tasks that have "Not started" or "Started status" where the assignee is "Me (dynamic)".
Change the view data
Move tasks and task lists around
Use the slider to rearrange tasks.
📌 Note that you can drag and drop tasks between task lists and statuses (depending on how you grouped your tasks), but only within an individual project.
In the main tasks module (Project Management > Tasks), where tasks from multiple projects are displayed, drag-and-drop isn’t available because different projects can have different workflows.
To use the drag-and-drop functionality, enter a specific project and you should be able to freely move them between columns.
📌 Tip: If you group your tasks by assignee, dragging the task from one group to the other will also change the task assignee.
Drag and drop deals in CRM > Deals to move them along in your pipeline.
Folder Picker
Choose between your created folders or task lists and designate one as your default (marked with a bookmark flag).
When you click on a folder, it reveals all the task lists within that board. Simplify your organization by rearranging folders using the drag-and-drop option.
Info banner ℹ️
In Tasks, all fields regarding time, such as initial estimates, worked time, and time to complete will be aggregated in the ℹ️ notification.
In Deals, financial information such as revenue and potential revenue, as well as estimated time will be aggregated there.
Budget total: Sums up all the individual budget totals from the deals in that stage.
Projected revenue: Calculated based on the probability of each deal, summed up per stage.
Estimated time: Refers to the "Estimate" you added when setting up services in the deal—i.e., the estimated time needed to complete the job.
Save your view
When you're done with the view customization, be sure to save it:
Selecting the "Save as" option allows you to create a new view from an existing one.
You can make the view visible to everyone, only to you, or share it with the users of your choosing, name it and change the layout.
The "Save changes" option saves over the last saved view.
Note: If you selected the "View is visible to everyone" option when creating the view, it means that your teammates can use this view as well if they have sufficient permission levels to do so. If you leave this option unchecked, the new view will be visible only to you. You can always change this setting if needed by editing your view.
