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Board view

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Boards let you organize your work like sticky notes that you can move across sections. They give you a clean, visual overview with the same power as a project in list view. Add items to your board, then drag and drop to move work around or track it through multiple stages. Tasks can be grouped differently across list and board views.

Board view

Creating a board project

Screenshot 2024-03-26 at 09.56 1.png

Create a new project by clicking the Quick Add button in your top bar. Select Project from the drop-down menu. Click +Blank Project.

A pop up window will next give you the option to add your project details. Here you can choose Board as your project layout and default view. Then, click Create project.

Creating a new project

Creating a section

Creating a new section in board view.gif

Click + Add section or the section placeholder. A new section will appear as soon as you name it in the header field. You can also drag and drop a task to the section placeholder to create a new section.

Use sections as categories to group related work or as stages like "Ready," "In Progress," and "Done" to track a specific workflow.

Adding tasks

Adding a new task in board view

To add tasks to your board view, you can:

1. Click the +Add task  button and select the type of task you want to add

2. Click the + button next to the section name

3. Click +Add task at the bottom of the section

Adding a cover image and more options

You can add a cover image to your task by right clicking on the the task. From there, choose Add cover image and select where you’d like to upload the image from.

Adding a cover image to tasks in board view

After uploading your image, you can show the most recent image, show no image, or add a new cover image.

Bulk actions on tasks

You can perform bulk actions on tasks by holding down the command key on your device and selecting the desired tasks.

Once you’ve selected the tasks, a toolbar will appear.

Bulk task actions

From the toolbar, you can:

  1. Move the tasks to a different section
  2. Edit a project or section
  3. Assign the tasks
  4. Add a due date
  5. Delete tasks
  6. Click to view more options

Drag and drop

You can drag and drop tasks and sections to reorganize your work or move it through stages. Project members can rearrange tasks as needed, and collaborators will get updates when tasks move sections, so all members stay on the same page.

Drag and drop tasks in board view 

You can drag multiple tasks at once to another section by using the Ctrl/Cmd + Click command.

Manage sections

Manage project sections.png

To edit the section:

  1. Click the three dot icon to the right of the section's title
  2. From here you can add a rule, rename, delete, or add a section

Sections need to be empty to delete them. Move tasks to other sections or delete them in order to clear a section.

Filtering, sorting, and grouping tasks

Saved views

Customize board view and save view.png
  1. You can filter, sort, and group tasks using the options on the top left of each project
  2. Click Save view to save the view for everyone, or click + Save as a new tab

Clicking Save view will save this project view for everyone you're collaborating with. Read more about saved views.

Grouping

When grouping tasks, you can add a subgroup, allowing you to organize tasks into rows based on sections, assignees, or custom fields. This enables teams to visualize work across multiple dimensions, making it easier to track progress, manage workload, and identify bottlenecks in complex workflows.

Subgroups

Tab actions.png

To save Board as your default view, right click the Board tab and click Set as default.

Hide empty groups

When grouping tasks by certain attributes, some groups may appear empty. For a more focused view, you can choose to hide empty groups.

In the below example, tasks are grouped by their status. There aren't any tasks in the project with status Not started or Complete, so their groups are empty.

Hide empty groups

Custom fields

Custom fields are the first step toward tracking all types of work in Asana. You can provide even more information on each task and track it in a way that suits your team’s needs.

Manage custom fields

Add and edit custom fields.png

To access and manage a board project's custom fields:

  1. Click on the Customize button
  2. Click on Fields under the Edit section to edit an exisiting custom field
  3. Click on the Fields button under the Add section to add a new field
Note iconNote

Custom fields are the best way to tag, sort, and filter work. See them in action with a free Asana trial. Try for free.

Add and edit fields in board view

Edit fields on board cards

To add new fields or update field values directly from the board card:

  1. Click on the pencil icon to begin editing
  2. Click on an existing custom field to change it's value
  3. Click + Add field to create a new custom field
  4. Add an assignee or change the due date directly from the board card

You can search for tasks in specific sections of board projects using the advanced search tool.

Search in sections

Once you've opened advanced search and selected a project(s):

  1. Click on the drop-down next to the project's name and select a section
  2. Click Search

Subtask count on boards

You can view the amount of subtasks on a particular task directly from your board project.

Subtasks in board view

The subtask count will appear next to the task name on your board project.

Click on the arrow next to your subtasks from your board view to expand and view them.

Options menu in board view

From the Options button, you can access layout options.

  1. Click Options
  2. Click Layout options
  3. From here you can change the card size, match the column color with the field options, and display images for cards that already have images.

 
Want to learn more? Check out all the features of Asana project views.
 

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How to use board view | Asana Help Center