Board Views allow you to get an at-a-glance look at your Records, by grouping them into columns and rows. Board Views may be useful for:
To Do List
Group your tasks into columns to track what is To Do, In Progress and Done
Show the progress of each of your sales opportunities, grouping by their status and sales region
Group features to develop by delivery phase and delivery team
For more ideas and examples, see our Board Tutorials.
You can create as many Boards as you like in your Projects. You can also create multiple Boards for the same Table to allow you to get different views of the same data.
Creating Board Views
To add a new Board View, open up the Create menu in the bottom left corner and choose the Board option.
You can use
\ to open the Create menu if it is currently collapsed.
Enter a name for your new Board View and click the next arrow.
You will now be guided through the steps to configure your new Board.
Firstly, select the Table that your Board should show Records from. Then click the Next button.
Next, choose how these Records should be grouped into columns.
The Records in the Table can be grouped by a Field of one of the following Types:
|List||The value in a list field||Group opportunities by the status field|
|User||The value in a user field||Group contacts by the owner field|
|Group||The Group of the value in a user field||Group orders by the group that the owner belongs to|
|Parents||The parent of the record||Group contacts by their parent company|
Select the appropriate Field from the list and click Next.
Alternatively, you can create a new List Field to group by by selecting the Create New option.
The Board preview in the background will update as your choose the configuration options. You can look at this in more detail by clicking Minimise Settings.
Finally, choose the information that should show about each Record by specifying the Fields that should be shown on a Board card.
Drag the fields from the Available Fields column into the Card Fields column, then click Next.
You can save your new Board screen by clicking the Save button.
To take a look at your Board in action, click Back to Project or Exit View Editor.
Additional Board Settings
To customize your Board further, take a look at the additional settings available in the Optional Steps section of the Board configuration.
You can choose an icon to show on each of the Board cards. This can be an Icon Field from the Table, or alternatively you can show the initials of any User Field from the Table.
It may be useful to see the total value of records in a column. For example, if you have a Board of sales opportunities, you can show the total value of opportunities in each of the stages.
Select a number or money field in the Column Total section.
If you have also divided your Board into rows, a total will be shown for each column and row combination.
When your Users are using the Board, they can search for records and filter the Board. Use the Search Fields section to specify which Fields a User can filter by.
Drag the Fields from the Available Fields section to the Search Form section.
The Board cards can be color coded to help your users understand the data at a glance.
Select a List, User or Group Field to control the color which is applied to each card.
A Board can be divided into rows as well as columns. You can specify which Field to group the Records by in the Row Settings section.
The Records can be grouped by a List Field, a User Field, a Group Field, or by Parent.
Updating Board Views
Board Screens can be amended at any time.
Click Edit Current View when you are looking at the Board. Alternatively, open the View menu and click Edit.
You can use
space to open the View Editor.
Make any changes that are needed and then click the Save button. Changes will take effect immediately for your users.
Renaming a Board
To change the name of one of your Boards, click on the Board name at the top of the settings panel. Make any changes you need and then click Confirm. Click Save to publish the changes.
Updating a Board when using a Board
If you need to make quick changes to a Board whilst you are using it, provided the Board has been grouped by a List Field, you can:
- Rename an existing list item by clicking into the column title
- Add a new list item using the Add New Column button
- Remove an existing list item by using the Delete Column item in the column settings menu
- Reorder list items by dragging and dropping the columns.
Also, if the board has been color coded by the List Item, you can choose a new color for a list item using the color square in the column header.
Deleting Board Screens
To delete a Board Screen, open the View Menu for the Board and select Delete. Confirm the action by clicking Delete again.
Alternatively, select the Board View in the navigation bar and click Edit Current View.
Click the Delete button in the settings panel. Confirm the action by clicking Delete again.
Deleting a Board cannot be undone.