The board layout is available in several places in Productive:
Project management > Tasks
Within an individual project
CRM > Deals
Financials > Budgets
On CRM > Deals, Financials > Budgets, and in an individual project, click Customize view (the sliders icon in the upper right) and pick Board.
On Project management > Tasks, which shows tasks from all the projects you have access to, use the Layout dropdown at the top of the screen instead.
Customize Your View
Once you've picked the board layout, adjust it with Fields, Group, Sort, and Filters. On Project management > Tasks, they're at the top of the screen. Everywhere else, they're in the Customize view menu, where Group is labeled Group by. Filters also has its own button next to the sliders icon.
Fields: click to select from the list or search for a field you want to see on the cards. Each field corresponds to a piece of information on the task card.
Group: besides Projects, Task list, and Status, try grouping by Assignee or any Custom field for a better task overview.
Sort: sort data by Ascending or Descending criteria. For example, group by project and sort by status, or group by status and sort by project.
Filters: display only data that meets a specific parameter.
Selecting Multiple Tasks
Hover over a task to reveal its checkbox, or hold Shift to reveal checkboxes on all visible tasks at once. You can then perform bulk actions on the selected tasks.
👉 See Managing Multiple Tasks at Once for the available bulk actions.
Moving Tasks and Task Lists
Drag and drop tasks between task lists and statuses — depending on how you've grouped your tasks — but only within an individual project.
In Project Management > Tasks, where tasks from multiple projects are displayed, drag and drop isn't available because different projects can have different workflows. Open a specific project to move tasks freely between columns.
📌 If you group tasks by assignee, dragging a task from one group to another also changes the task assignee.
Folder Picker
Choose between your folders or task lists and designate one as your default (marked with a bookmark flag).
📌 Folder Picker is only available from within individual projects.
Click a folder to reveal all task lists within that board. Rearrange folders using drag and drop.
Info Banner ℹ️
In Tasks and within individual projects, time-related fields — such as initial estimates and worked time — are aggregated in the ℹ️ banner.
Save Your View
When you change a view, a box opens in the lower right of the screen:
Save changes saves over the current view. On a view others can see, it says Save for Everyone. On a default view, it says Save for Me and saves your changes as your own copy, so the original stays the same for everyone else.
Save as creates a new view from your changes.
Revert (the arrow icon) undoes your changes.
📌 If you close the box, click Save in the toolbar to open it again.
Project management > Tasks, CRM > Deals, Financials > Budgets | New views are added to the views dropdown and only you can see them. To show a view to others, use Sharing options to pick people or teams, or Show to others to show it to everyone. Saving views here is available on the Professional and Ultimate subscription plans. |
Inside a project | Each saved view becomes a tab in the project, visible only to you. If you can manage projects, tick View is visible to everyone when you save, or use Show to others on a tab you created, to show it to everyone on the project. Saving tabs works on every plan. |
👉 To share a view with specific people or teams, see Sharing Views.