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Board Sections

Create the perfect workflow you with you board-sections.

Updated over 4 months ago

Within your Workspace boards, your are able to add sections to enhance your workflow and divide the workload. The sections are fully customizable and can be modified and reordered to your preference. You can name your board sections according to certain stages of your work or per different priorities or any other title that suits your business. You can also take inspiration from the board-templates if you're not sure how to start.

Availability:

The following user-types can take advantage of this feature:

  • Family users - admins and members.

  • Teams (Workspace) users - admins and members.

The feature is available on both our mobile and web/desktop apps (functionality-based, see below).


πŸ› οΈ How does it work?

  • Board members can create as many sections in each board as needed

  • Board members can edit and reorder existing sections per requirement

  • Board members can filter boards by sections.

  • Board members can filter sections from the section menu by due date, by tag, by assignee, by creation date or alphabetically.

  • Board members can perform bulk actions from the section menu like moving all tasks in one section to another section, or archive all tasks in a section for the section menu.


βš™οΈ General Options

πŸ’» To create board sections on Web/ Desktop

  1. Press "Add section".

  2. Type in the name.

  3. Press "Add".

Or

  1. Open the 3 dots menu.

  2. Click on "sections".

  3. Use the + to add new sections.

To create board sections on Web/ Desktop

πŸ“± To create board sections on iOS/ Android

  1. Open the 3 dots menu.

  2. Press "Sections".

  3. Press the blue + on the top right.

  4. Type in the name.

  5. Press "Save".

To create board sections on  iOS/ Android


πŸ’» To reorder board sections on Web/ Desktop

  1. Select a specific section.

  2. Press on the title and drag and drop it to the location you desire.

Or

  1. Open the 3 dots menu.

  2. Click on "sections".

  3. Drag and drop sections.

To reorder board sections on Web/ Desktop

πŸ“±To reorder board sections on iOS/ Android

  1. Open the 3 dots menu.

  2. Press "Sections".

  3. Select a specific section and drag and drop it to the location you desire.

To reorder board sections on iOS/ Android


πŸ’» To rename board sections on Web/ Desktop

  1. Select a specific section.

  2. Press on the title and edit it.

Or

  1. Open the 3 dots menu.

  2. Click on "sections".

  3. Press on the title and edit it.

To rename board sections on Web/ Desktop

πŸ“±To rename board sections on iOS/ Android

  1. Open the 3 dots menu.

  2. Press "Sections".

  3. Select a specific section.

  4. Edit the title.

To rename board sections on iOS/ Android


πŸ” To filter your board sections

See instructions here.


πŸ’» To delete board sections on Web/ Desktop

  1. Click on the 3 dots section settings menu.

  2. Press "Archive this section".

Or

  1. Open the 3 dots menu.

  2. Click on "sections".

  3. Use the archive icon.

To delete board sections on Web/ Desktop

πŸ“± To delete board sections on iOS/ Android

  1. From the sections menu, select a specific section.

  2. Delete it from the right red bin icon.

To delete board sections on iOS/ Android


⚑ Quick Actions by Section

Within each section, users can opt to quickly apply specific actions to streamline their work:

πŸ’» To sort sections by tasks

  1. Hover over the right-side corner of your section to open the quick actions menu (3 dots icon).

  2. Click "Sort all tasks in this section"

  3. From there you can sort them by due date, by tag, by assignee, by creation date or alphabetically.

To sort sections by tasks

πŸ’» To move all tasks in a section

  1. Hover over the right-side corner of your section to open the quick actions menu (3 dots icon).

  2. Click "Move all tasks in this section"

  3. Select the section you would like them to move to.

To move all tasks in a section

πŸ’» To archive all tasks in a section

  1. Hover over the right-side corner of your section to open the quick actions menu (3 dots icon).

  2. Click "Archive all tasks in this section"

  3. Click 'archive' in the confirmation screen.

  4. Done! All the tasks which were added under that section will immediately be archived.

To archive all tasks in a section

πŸ’» To archive an entire section

  1. Hover over the right-side corner of your section to open the quick actions menu (3 dots icon).

  2. Click "Archive this section"

  3. Click 'archive' in the confirmation screen.

  4. Done! The entire section will immediately be archived.

To archive an entire section


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