Master Board View in ClickUp

Board view in ClickUp lets you organize work on visual columns so your team can quickly see task status, priorities, and ownership. This guide explains how to open, use, and customize Board view so you can track work from idea to done with confidence.

What is Board View in ClickUp?

Board view is a kanban-style layout that presents tasks as cards grouped into vertical columns. Each column represents a specific value for a field like Status, Assignee, or Priority, so you can drag and drop tasks to update them instantly.

You can add Board view at almost any level:

Workspace level (via Everything view)
Space level
Folder level
List level

Board view is flexible enough to support simple to complex workflows, from basic to-do boards to multi-stage project pipelines.

How to Open Board View in ClickUp

To start using Board view, add it where you manage your work.

Navigate to the Workspace, Space, Folder, or List where you want the view.
Click the + View button at the top of your screen.
Select Board from the view options.
Choose whether you want the view to be Private or Visible to everyone, then click Add view.

You can rename the view, set it as a default, and manage permissions like any other view in ClickUp.

Core Layout of Board View in ClickUp

Board view includes several key areas that help you manage information efficiently:

Columns: Vertical groups of task cards, each based on a field value.
Task cards: Individual tasks showing key details like assignee, status, and due date.
Toolbar: Controls for filtering, grouping, sorting, and changing view settings.
Add task controls: Quick ways to create new tasks in a specific column.

Understanding these elements makes it easier to configure a view that mirrors your real workflow.

Grouping Tasks in ClickUp Board View

Grouping controls how tasks are organized into columns. Each column reflects the value of the field you choose to group by.

Available Grouping Options in ClickUp

Depending on your plan and configuration, common grouping options include:

Status: Visualize workflow states like To Do, In Progress, Review, and Done.
Assignee: See columns for each team member and Unassigned tasks.
Priority: Group by priority levels to focus on urgent work.
Custom fields: Group by custom dropdowns or labels you use for phases, teams, or pipelines.

To change grouping:

In the Board view toolbar, click the Group by control.
Select the field you want to group by.
Wait for the board to refresh with the new column layout.

Drag and Drop to Update in ClickUp

When you drag a task card from one column to another, ClickUp automatically updates the underlying field value:

Dragging between Status columns changes the task status.
Dragging between Assignee columns reassigns the task.
Dragging between Priority columns updates the priority.

This makes the board an interactive control panel for your workflow, not just a static display.

Creating and Managing Tasks in ClickUp Board View

You can fully manage tasks without leaving Board view.

Create Tasks on the Board

Hover over the bottom of a column.
Click + New task in that column.
Enter the task name and any required details.
Click Create to add the task directly to that column with the correct grouped value.

Edit and Move Tasks in ClickUp

Open a task: Click on any task card to open the full task view.
Quick edit: Use inline controls on the card for fields like assignee or due date.
Reorder tasks: Drag cards up or down in a column to prioritize visually.
Move tasks: Drag cards to another column to update their grouping field.

Filtering and Sorting in ClickUp Board View

Filters and sorting options help you focus only on what matters on your board.

Use Filters for Focused Boards

Typical filters you might apply include:

Assignee: Show only tasks assigned to you or a specific teammate.
Status: Include or exclude certain workflow stages.
Due date: Limit the board to today, this week, or overdue tasks.
Tags or custom fields: Surface tasks related to a specific client, project type, or sprint.

To add filters:

Click the Filter button in the toolbar.
Select the field and condition you want to filter by.
Apply multiple filters to narrow results further.

Sort Tasks Within Columns

You can also sort tasks inside each column for better visibility:

Sort by due date so soonest deadlines appear first.
Sort by priority to keep critical items at the top.
Sort by name or created date depending on your process.

Use the Sort control in the toolbar to adjust these options.

Customizing Columns in ClickUp Board View

Columns are the heart of every board, and you can customize them to mirror your workflow.

Manage Status Columns

When grouped by Status, each column represents a status in your List or Space workflow. You can:

Reorder statuses so the columns reflect your process from left to right.
Collapse statuses you do not need visible.
Hide completed columns to keep your view clean.

Workflow settings are managed at the List or Space level, and Board view will automatically reflect those changes.

Assignee and Priority Columns in ClickUp

When grouping by Assignee or Priority, columns reflect each user or priority level.

Use the menu on each column header to hide or collapse that column.
See summaries like task counts per assignee to manage workloads.
Drag tasks between user columns to balance responsibility quickly.

Additional Board View Settings in ClickUp

Board view includes extra settings to refine visibility, performance, and layout.

Adjust View Settings

Use the view settings menu to configure:

Visible fields on cards: Toggle fields like due date, tags, or time estimates.
Subtask display: Choose whether to show subtasks as separate cards or nested under parent tasks.
Completed tasks: Decide how long completed items stay visible on the board.

Save and Share Board Views

Once you configure a Board view, you can:

Save it so the layout, filters, and grouping remain consistent.
Share the view with your team so everyone sees the same board.
Set as default so users land on that board first when opening the Space, Folder, or List.

Best Practices for ClickUp Board View

Use these tips to keep your boards clear and effective:

Limit the number of active columns so work in progress stays manageable.
Use clear status names that everyone understands.
Keep descriptive task titles so cards are easy to scan.
Regularly review and archive completed tasks to avoid clutter.
Combine Board view with other views like List or Calendar for complete visibility.

Learn More About Board View in ClickUp

For complete, official details and the most up-to-date feature information, refer to the Board view section of the ClickUp Help Center.

If you need expert implementation or process consulting around ClickUp workflows and documentation, you can also visit Consultevo for professional assistance.

With a well-designed Board view, teams can transform complex projects into clear, trackable workflows and use ClickUp as a true hub for task and project management.

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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