Organize your Tasks, Deals, or Budgets in columns and move them around the board by creating the Board view from the page header.

Board view is available on the Tasks screen, Project Tasks screen, and Deals and Budgets.

To toggle the Board view, click on the Layouts dropdown:

Board View on Tasks (On a Project)

Use the Board view to group Tasks around Task lists:

Use the slider to rearrange Task lists:

Or you can group around other parameters, like assignees or custom fields:

To create a View from your set of fields, filters, and preferred grouping, check out this article.

You can drag and drop tasks from one list to the other - this will also change the attribute used for grouping the Tasks.

For example, if you group Tasks by assignee, dragging the Task from one group to the other will also change the assignee:

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.

Aggregations

In Tasks, all fields regarding time, such as initial estimates, worked time, time to complete, etc. 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 in the ℹ️ notification:

Board view in Sales deals

Use Board view to organize your sales deals as you wish. For example, you can add more custom fields and organize your deals in multiple sales pipelines. Just create more views and group each view by a different custom field.

💡 Note that custom fields for this purpose should be of a "dropdown" type. Other custom field types are not available as a grouping option in Board view.

Set up a sorting option that allows you to sort deals by Ascending or Descending criteria. For example, you could sort by date closed or any other criteria.

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