Board view and grouping
The board shows every issue as a card, arranged in columns. Switch to it with Board in the top bar.
Screenshot to come: a populated board.
Choosing what the columns are
The Group by menu decides what the columns represent:
| Group by | Columns are | Useful for |
|---|---|---|
| Status | On hold, Active, Resolved, Closed, plus any your project added | The default. Where is everything up to? |
| Assignee | One per person on the project | Who is carrying what? |
| Type | Your project's types | What kind of problems are these? |
| Milestone | Your project's milestones | What is in this phase? |
| Priority | Low, Medium, High, Urgent, Modify | What should we do first? |
| Custom ordering | Columns you define yourself | See Custom columns |
Screenshot to come: the Group by menu open.
Columns come from the project's own lists. If Type has no values, grouping by Type is not very interesting - fill them in under Project options.
Dragging a card
Drag a card to another column and the issue changes to match.
Which field changes depends on the grouping you are in. This is the thing to get straight, because the board looks identical either way. Grouped by Status, dragging changes the status. Grouped by Assignee, the same gesture reassigns the issue to somebody else. Grouped by Priority, it changes the priority.
If you find you have accidentally reassigned instead of resolved something, look at what Group by is set to.
What is on a card
The title, the key fields, and a thumbnail if the issue has an image on it. Clicking a card opens the issue panel over the board.
The screenshot comes from the newest image attached to a comment - or, for issues that arrived from another BIM tool, from the viewpoint that came with them.
Two things worth knowing
Counts can lag. After you drag a card, the number at the top of the column and the pills on the card itself are not always refreshed until you reload the page. The change has been saved; only the display is behind.
The order of cards inside a column is yours alone. You can drag cards up and down to show what to do first, and many people use it exactly that way. But that order lives in your browser. It is not stored on the issue, it is not in an exported BCF file, and neither the API nor an AI assistant can see it.
So if the order is only a note to yourself, it is fine. If somebody else needs to know what comes first, put it in Priority, which everything can read.
Filters apply here too
Whatever you have set in the filter panel narrows the board as well as the list - the same filters, the same values. See Filters, search and sorting.
An empty column usually means "nothing has that value", but it can also mean "your filter is hiding it". Worth checking before concluding a milestone has no work left in it.