Customize Board view in ClickUp
Board view in ClickUp lets you manage tasks in a visual, drag-and-drop layout so you can organize work by status, assignee, priority, or other fields. This guide explains how to customize Board view so your team can quickly see what matters most and move tasks through your workflow efficiently.
Overview of Board view in ClickUp
Board view displays tasks as cards organized into vertical columns. Each column represents a value for the field you choose to group by, such as Status or Assignee. You can personalize what you see and how you interact with tasks without affecting the underlying data.
Your Board view customizations include:
- Choosing how tasks are grouped into columns
- Adjusting column settings and widths
- Filtering and sorting task cards
- Customizing what appears on each card
- Saving your layout as a reusable view
Open and set up Board view in ClickUp
You can create or open a Board view at any level of your Workspace, including Spaces, Folders, and Lists.
- Navigate to the Space, Folder, or List where you want to view tasks.
- Click the + View button at the top of the screen.
- Select Board from the list of view types.
- Name the view and choose whether it is private or shared.
- Click Add View to create your Board view.
Once the Board view is open, you can begin customizing how your tasks appear.
Choose how columns are grouped in ClickUp Board view
The most important customization in Board view is how your tasks are grouped into columns. You can group by several different fields.
Supported grouping options in ClickUp
In Board view, you can group tasks by:
- Status: Show tasks by workflow stage, such as To Do, In Progress, and Complete.
- Assignee: Display a column for each person responsible for tasks.
- Priority: Organize cards by priority levels.
- Tags: Group tasks by shared labels or categories.
- Custom Fields: Use dropdown, label, or other grouping-friendly fields.
To change the grouping:
- In your Board view toolbar, locate the Group by menu.
- Click the menu and choose the field you want to group tasks by.
- Columns will update instantly to reflect your selection.
Grouping affects only the layout of this specific Board view and does not modify the data stored in your tasks.
Drag and drop tasks between columns
After choosing a grouping option in ClickUp, you can move tasks between columns to update their values.
- Click and hold any task card.
- Drag the card to another column.
- Release to drop the card in place.
When you move a card across columns, ClickUp updates the field used for grouping. For example, dragging a task from the To Do column to the In Progress column updates the Status field automatically.
Adjust columns and layout in ClickUp Board view
Fine-tune your columns and layout to match your workflow and screen space.
Resize and rearrange columns
You can change the width of columns to show more or fewer cards and rearrange the column order.
- To resize columns, hover over the edge between two columns, then click and drag.
- To reorder columns, click and drag the column header to a new position.
This lets you highlight the most important stages or owners by placing them first and giving them more space.
Show or hide empty columns
In some Board layouts, you may want to display columns even when they have no tasks. In others, you might want to hide unused columns.
- Open the More or View settings menu in the Board toolbar.
- Look for an option to show or hide empty columns, depending on the available controls.
- Toggle the setting to match your preference.
Displaying empty columns can help visualize your full workflow, while hiding them reduces clutter when you are focused on active work.
Filter and sort tasks in ClickUp Board view
Filtering and sorting help you narrow down which tasks are visible so you can focus on relevant work.
Apply filters to your Board
Filters limit which tasks appear in your current ClickUp Board view.
- Click the Filter button in the Board view toolbar.
- Select a field such as Status, Assignee, Due Date, Priority, or Custom Field.
- Choose one or more values to include.
- Apply the filter to instantly refine the visible tasks.
You can combine multiple filters to focus on a very specific set of tasks, such as all high priority tasks due this week.
Sort task cards within columns
Sorting changes the order of cards inside each column without altering their field values.
- Click the Sort button in the toolbar.
- Choose a field to sort by, such as Due Date, Priority, or Name.
- Select ascending or descending order.
Sorting applies to all columns at once, giving you a consistent view of what should be addressed first.
Customize card details in ClickUp Board view
Each card in Board view represents a task. You can control which details appear on the face of the card.
Choose fields to display on cards
Showing only the most useful information on cards keeps your ClickUp Board clear and scannable.
- Open the Card settings or similar option in the Board view toolbar.
- Select the fields you want to show on cards, such as:
- Assignee
- Due Date
- Priority
- Tags
- Custom Fields
- Save your changes to update card layouts.
The data on cards is pulled directly from each task, so updating a value on the card updates the task itself.
Interact quickly with task cards
Board view offers several shortcuts so you can update tasks without opening them fully.
- Click the task name to open the task in a sidebar or full view.
- Use icons or quick actions on the card to change fields like Status or Assignee when available.
- Drag and drop cards to reorder them inside a column when manual ordering is supported.
These interactions help you manage large sets of tasks quickly while staying in your chosen ClickUp Board view.
Save and share your ClickUp Board view
Once you configure your Board view, you can save it so your layout, filters, sorting, and card settings are available each time you return.
- Make all desired changes to grouping, filters, sorting, and card settings.
- Click the Save or Save view option in the toolbar.
- Choose whether this view is shared with your team or private to you, depending on your permissions and plan.
Saving the view ensures that your customized ClickUp setup is consistent, and team members can work from the same visual board configuration.
Tips for optimizing your ClickUp Board workflow
Use these quick recommendations to get more value from your Board setup.
- Group by Status for process tracking and daily standups.
- Group by Assignee when coaching team members or reviewing workloads.
- Use filters to create focused working views, such as “My tasks this week”.
- Display only the most relevant fields on cards to avoid visual clutter.
- Sort by Due Date or Priority to surface time-sensitive work first.
Combining grouping, filtering, sorting, and card customization gives you a flexible workspace for any project type.
Learn more about ClickUp Board customization
To dive deeper into official feature details, visit the original Help Center article on customizing Board view at ClickUp's documentation. For broader workflow and implementation guidance across tools and teams, you can also explore resources from consulting partners such as Consultevo.
By tailoring Board view to your team's needs, you can transform ClickUp into a powerful, visual command center for tracking work from start to finish.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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