Create a Board view in ClickUp
A Board view in ClickUp lets you manage tasks as cards in vertical columns, so you can quickly visualize work moving through different stages. This guide explains how to create, customize, and share a Board view so your team can collaborate efficiently on any workflow.
What is a Board view in ClickUp?
A Board view in ClickUp displays your tasks as drag-and-drop cards. Each card sits in a column that represents a specific category, such as status or assignee. You can easily move cards between columns to reflect progress or ownership.
Board views are available on lists, folders, spaces, and the Everything level, depending on your plan and permissions.
How to create a Board view in ClickUp
You can add a Board view to any location where views are supported. Follow these steps to create your first board:
-
Open the list, folder, space, or Everything level where you want the view.
-
Click the + View button at the top of the screen.
-
In the view picker, select Board.
-
Name your view if prompted, then click Add view.
After you add it, the Board view appears in the views bar and shows your tasks as cards grouped into columns based on your selected options.
Customize your ClickUp Board view
Once your Board view is created, you can tailor it to match the way your team works. ClickUp offers options for grouping, filters, and layout, as well as additional board features like swimlanes.
Group tasks in your ClickUp Board view
Each column of the board is defined by a grouping option. You can group tasks in several ways depending on what you want to track:
- Status: Columns represent different workflow statuses, such as To Do, In Progress, or Complete.
- Assignee: Columns represent each person or team responsible for tasks.
- Priority: Columns reflect urgency levels like Urgent, High, Normal, and Low.
- Tags or Custom Fields: Columns reflect specific attributes you set up for your work.
To change the grouping:
-
Open your Board view.
-
Click the Group by control at the top of the view.
-
Select the field you want to use for columns.
Your board will immediately reorganize cards into the new column layout.
Use swimlanes in your ClickUp Board view
Swimlanes add a horizontal layer of organization across your board, letting you categorize tasks in two dimensions. For example, you can group by status for columns and use swimlanes to split work by assignee or sprint.
To set up swimlanes:
-
Open your Board view in ClickUp.
-
Click the Swimlanes control in the view toolbar.
-
Choose a field to use for horizontal lanes, such as assignee or a custom field.
Your board will display rows for each selected value, with columns still controlled by your grouping choice. This layout is especially useful for agile workflows and managing sprints.
Filter and sort your ClickUp Board view
To focus on specific work, you can filter and sort tasks in your Board view.
- Filters let you show only tasks that match certain conditions, such as status, assignee, tags, due date, or custom fields.
- Sorting allows you to order cards inside each column by due date, priority, or other available fields.
To apply filters or sorting:
-
Click the Filter or Sort control in the view toolbar.
-
Choose the field and conditions you want.
-
Apply your selections to update the board.
You can combine several filters and sorting rules to build a precise view of your work.
Manage tasks on your ClickUp Board view
With your Board view configured, you can manage tasks directly from the board using drag-and-drop and inline task controls.
Create tasks in your ClickUp Board view
You can quickly create tasks in the appropriate column:
-
Open the Board view where you want to add work.
-
Hover over the bottom of a column and click + Add task.
-
Enter the task name and any key details.
-
Press Enter or click away to save the new card.
The new task automatically inherits the column’s grouping value, such as status or assignee.
Move and update tasks on your board
To keep your work up to date:
- Drag and drop cards between columns to change the grouping field, such as moving a task from To Do to In Progress.
- Open a task by clicking its card to edit details, add comments, attach files, or change custom fields.
- Use quick actions on the card to adjust assignees, due dates, or priority without fully opening the task.
Every change you make in the Board view is reflected across other views of the same list or location.
Share and save your ClickUp Board view
Board views can be personalized or shared with your workspace so that everyone sees the same structured layout of work.
Save your ClickUp Board view layout
After you adjust grouping, filters, sorting, or swimlanes, you can save your current configuration for later use:
-
Click the view settings menu for your Board view.
-
Choose the option to Save view or update the existing view.
-
Confirm whether your changes should apply for everyone or just for you, depending on available options and permissions.
This ensures that your custom Board view remains consistent every time you open it.
Share your ClickUp Board view with others
You can control who can see or change a Board view in ClickUp based on workspace sharing settings and privileges:
- Share with specific people or teams if you want only certain members to access the board.
- Share with your entire workspace so everyone can see and use the same layout.
- Adjust permissions to limit who can edit filters, grouping, or other configuration settings.
Your board will respect existing location permissions, so users only see tasks they are allowed to access.
Tips for using ClickUp Board views effectively
To get the most out of a Board view in ClickUp, consider these best practices:
- Match grouping to your workflow: Use status for process tracking, assignee for workload management, or custom fields for specialized pipelines.
- Use swimlanes for added clarity: Separate work by sprint, client, or team while still tracking progress by status.
- Keep filters simple: Use a few focused filters to avoid hiding important work unintentionally.
- Standardize statuses and custom fields: Ensure your board columns are consistent across similar projects.
If you want implementation help for complex setups, consulting resources such as Consultevo can support advanced workspace configurations.
More resources for ClickUp Board views
For full technical details and the latest updates about Board views in ClickUp, review the official documentation on the Help Center: Create and share a Board view.
Using these options together, you can turn any workflow into a clear, visual pipeline inside ClickUp, helping your team quickly understand priorities, owners, and progress across all your work.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
“`