Using the Project Board View

The Board View is a kanban-style view of your projects, organized by phase. It gives you a visual overview of where all projects stand in your workflow.

Navigate to: Projects > Board (select a board from the dropdown)

Understanding the Board

Each column on the board is a Phase — a stage in your project workflow (e.g., To Do, In Progress, Review, Done). Projects appear as cards within their current phase.

Each project card shows:

Project title
Associated client or organization
Priority indicator (color-coded)
End date
Assignee avatar(s)
Project value (if configured)

Switching Between Boards

If your organization has multiple project boards (e.g., Client Projects, Internal Projects):

Click the Board dropdown at the top of the page.
Select the board you want to view.

Moving Projects Between Phases

Drag and drop: Click and drag a project card from one column to another to update its phase.

From the project detail: Open the project, click the Phase field, and select the new phase.

Opening a Project

Click on any project card to open its full detail view, where you can:

Edit all project fields
Manage tasks and subtasks
Add activities and notes
View attachments
Link to deals

Adding a Project Directly from the Board

Click the + button at the top or bottom of any phase column to create a new project that starts in that phase.

Filtering the Board

Use the Filter button to narrow down which projects are displayed:

Assignee
Priority
Labels
Date range (start or end date)
Organization
Custom fields

Switching to Table View

If you prefer a spreadsheet-style list:

Use the view toggle buttons in the top-right corner.
Select Table View.

Table View allows easier sorting, filtering across all fields, and bulk selection.

Archiving Projects

When a project is complete or no longer active:

Open the project or select it in the list.
Click Archive from the actions menu.

Archived projects are hidden from the active board but can be accessed via filters and restored at any time.

Tips for Using the Board Effectively

Limit work-in-progress — If your "In Progress" column becomes overcrowded, it can signal capacity issues.
Review regularly — A weekly board review helps keep projects moving and surfaces blockers.
Use priority colors — High-priority projects should be easy to spot on the board.
Archive completed projects — Keep your active board clean by archiving finished work.