The board layout is available in several places in Productive:
Project management > Tasks
Within an individual project
CRM > Deals
Financials > Budgets
To access the board layout, select Customize view in the upper right and pick it from the menu.
📌 Older organizations may not see Customize view outside individual projects. Use the layout dropdown in the upper left instead. Customize view is being gradually rolled out.
Customize Your View
Once you've picked the board layout, you'll notice several options at the top: Fields, Group, Sort, and Filters.
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're done customizing, save your view.
Save as — creates a new view from the current one. You can name it, set the layout, and choose visibility: everyone, only you, or specific users.
Save changes — saves over the last saved view.
