Create a board view

The board view is helpful when you’re trying to break down ideas and put them into columns and swimlanes. You can easily organize and visualize ideas and drag and drop cards between columns from this view. For example, if you use assignee as the main column field, the view will contain a column per assignee and the list of ideas assigned to each team member.

Before you begin

Steps

  1. Select a project, on the left panel, under Viewsclick + Create a view > Create a new board.

  2. Click Select field and choose those field you want to add as columns to the board. You can learn more about creating and editing fields in this page.

  3. Drag and drop cards to move ideas. Keep in mind that moving ideas between columns changes the field value of the idea.

  4. Add existing ideas to the columns by using the search field or clicking + Add idea at the bottom of the column.

  5. Under the view title, you can click About this view and add an explanation about the view for the rest of the team to read. Additionally, you can see the number of idas contained within the view.

 

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