Create ideas in the board view

 

You can add existing ideas to the board view and create new ones directly from the view.

Before you begin

Create ideas in the board view

  1. To add an existing idea to a view, choose the board where you want to add an idea.

  2. At the bottom of any column, click + Add an idea.

  3. Type in the name of the idea you want to create and click Enter.

Once the new idea is created, it shows up at the bottom of the column.

Add an existing idea to a board column

  1. To add an existing idea to a view, choose the board where you want to add an idea.

  2. At the bottom of any column, click + Add an idea.

  3. Select the idea you want to add to the column.

Idea history

You can see the changes made to an idea over time. Open up an idea and in the side tab, go to History.


Filters and Autosave

Create an idea - Learn how to create ideas.

Group by - This option allows you to group ideas by fields within the list view. It’s useful to organize and declutter the view.

Filter - The filter allows you to use fields to control which ideas show up on the view.

Sort - This option allows you to experiment with the order of ideas without making any change across views. Learn more about advance sorting.

Fields - Learn more about fields and how to use them.

Autosave - This feature enables you to lock and unlock the settings you’ve configured in a view. This feature is useful for teams that collaborate in the same view and want to play around with setting changes without affecting everyone’s view.
When Autosave isn’t enabled, the changes you made to a view previously are locked in, however, if you make new changes, they appear in color yellow and are temporary.

  • If you switch views, the changes in yellow are lost.

  • If you save for everyone, changes are applied and saved for good.

  • If you save the changes in a new view, the view you made the changes in remains unaltered.

When Autosave is enabled, changes you make to a view are saved permanently and you can’t revert to a previous selection.

Search - Search ideas within the list view using the Find an idea in this view field.

 



Additional Help