Boards: Board

Use Board to see records as cards in columns. Columns usually represent a status or another selected field. Moving a card changes that field for the record.

Move a card

To change a card’s column: 1. Drag the card to another column, or open Actions for {title} and choose Move to. 2. Check that the card is in the intended column. The change applies to the same record in the table and other views.

With a keyboard: focus a card, press Space to pick it up, use the arrow keys to move it, then press Space to drop it. Press Escape to cancel. The visible Board controls provide the same action without dragging.

Add or edit a card

To add a record to a column: select New in that column and enter a title. To see more information, choose which fields appear on cards from Fields on cards. Select a card to open it. Use the card menu for actions available to your role.

Change columns

To group by a different field, use Group by: {field} when it appears. If the table has no status, select, or person field, the app can’t create columns from a field yet. Your records are unchanged when you switch between Board and Table.

Configure cards

Use Fields on cards to choose which fields appear on each card. Use Sort cards to set their order. Choose Group by: {field} to change the field that creates the columns.