Working with boards

Adding new Boards

Using Boards begins with selecting the type of board you want to use. A board contains cards, which typically track tasks or topics, and views, which define how to display the cards, or a subset of them. Views can display cards in a board, table, or gallery layout, optionally filtered and grouped by a property (e.g., priority, status, etc).

To add a new board, select + Add Board in the bottom left corner of the screen.
To rename a board, select the title area to edit it.
To display or edit the board description, hover over the board’s name to activate the show/hide toggle.
Boards and cards are created with random icons by default. To change or remove icons, select the icon then choose the appropriate action.

Select the headers to sort them or insert new properties.

All changes you make to boards and cards are saved immediately.

Changing views

You can change boards views to adjust how your cards are represented. To add a new view to a board, select the menu next to the current view name. Scroll down and select + Add view, then select the new visualization you’d like to use.

Board view

This is a vertical list view where cards are sorted by columns. The column names are editable and you can drag cards between columns.

Calendar view

To use this view, cards need to have the Date property added.

If cards don’t have a custom Date property, they’ll be sorted and displayed by the card creation date (default). These cards can’t be moved around the board until a custom Date property is added.

Note

If your cards do have a Date property and you’re not able to move them around, you may be displaying them by Created Time or Last Updated Time.

To add a new card, select the + option in the top-left corner of the relevant date.
To create a date range event, select a start date and then drag to the end date to create a card for that date range event.
To add a date range to an existing card, hover over the side of the card to display the arrow and drag to the left or right to create a date range.

Table view

Each column corresponds to a card property. You can edit cells directly or you can select Open to open the card editor for that row. All changes you make to boards and cards are saved immediately.

For this exercise, select the Project Tasks template. The first view of the new board is a table of all tasks.

Select By Status in the sidebar to see a board view.
Select Properties and enable Priority and Date created to add those properties to the card display.
You can also change the Group By, Filter, and Sort settings of the view.

Adding cards

Select New to add a new card to a board.

Editing cards

Select a card to edit it. A card consists of:

A set of properties: Properties are common to all cards in a board. Board views can group cards by “Select” type properties into different columns.
A list of comments: Comments are useful for noting important changes or milestones.
A set of content: The content of a card can consist of markdown text and images. Use this to record detailed specs or design decisions for an item for example.

Press ESC or select X on the top left corner of a card to close it.

Dragging cards

Drag cards from one column to another to change their group-by property. For example, drag a card to the Completed column to mark it as completed. When a board is unsorted, you can drag a card to a specific row in a column.

For sorted boards, dragging a card to a column will auto-sort it using the specified sort settings.