Using board layouts
The layout of a board makes it very easy to locate and navigate between items.
There are three different tabs that allow you to switch between the most commonly used list of items quickly.
- All - this is the default tab. All the items in the board are displayed.
- Assigned to me - all the items that are assigned to you for action are displayed.
- Created by me - all the items that you have created are displayed.
How your data is displayed across these tabs is dependent on the type of layout you choose. There are three:
The list layout lists all your items. Data is represented in a tabular format, and items are stacked one after the other. Rows represent items, and columns represent all the fields from a board form. When you click a row, the form opens up.
This layout is ideal if you are in the habit of using spreadsheets to manage your tasks. You can review a lot more information in one go. Lists also offer the flexibility to configure the number of columns. Click the Show fields button () to select the fields you want to display as columns. These columns can be dragged and dropped across the list to arrange them in the manner you want.
List layout additionally offers the flexibility to perform bulk actions. You can select multiple items in a list to delete them or update system field values.
Actions in list layout
- Search for items using keywords.
- Sort items based on a field value, either in ascending or descending order.
- Export items from your board as a .CSV file.
- Perform bulk updates to items.
- Configure the fields that are displayed as columns in the table.
The Kanban layout provides a more flexible and visual system that allows you to place items across a board. The layout is divided into columns that represent all the statuses in your workflow. Each item is represented by a card, and these are placed across the columns according to their status. You can drag and drop these cards across columns to change status. To make any other changes, click a card to open the form.
Kanbans visualize the progress of an item better as cards move through the different columns or statuses to completion. They are also better at providing a bigger picture, especially if you want to review any bottlenecks, for example, if items are piling up in a particular status.
Unlike the list layout, columns cannot be configured in a board, as they represent statuses. However, you can choose the fields displayed on a card. Click the Show fields button () to select the fields you want to display. The fields ID, Title, Assignee, Due by, and Priority are default fields and cannot be removed.
Actions in kanban layout
- Search items using keywords.
- Sort items based on a field value, either in ascending or descending order. Additionally, the Kanban layout introduces an option to sort the items manually.
- Drag and drop cards to change status.
- Configure the fields that are displayed on a card.
- Collapse columns that you are not actively using.
Matrix is like Kanban with an additional option of having a secondary categorization through rows. In a matrix layout, you can plot your items on a dynamic grid and choose fields for both horizontal and vertical pivots. This layout is best suited for performing slice and dice of the board data and for performing resource balancing and reallocation. Similar to Kanban and List, you can choose to group your columns or rows based on assignees, steps, or custom user fields. All uncategorized items will be pooled together under a column or row called Uncategorized.
Switching between layouts
All these layouts have their own highlights. While the list layout helps you review and make bulk changes quickly, the Kanban layout provides a more holistic view. You can switch between these layouts with ease on the board. When you switch from one layout to another, you will not lose any data.
However, there are a few pointers to note when you switch layouts:
- Sorting does not synchronize across both layouts. If you have sorted items in the list layout, the sort order won’t apply to cards in the Kanban layout.
- Fields you have configured in one layout do not synchronize with the other. Columns that appear in the list layout and the fields displayed on cards are configured independently.
- Filters synchronize across all the layouts. If you have applied a filter in one layout, the same information gets filtered in the other. However, filtered data is displayed based on the sorting that’s currently applied in a layout.