Columns bring your boards to life by illustrating the details of your project. You can browse column types by navigating to the upper right corner of a board and selecting 'Add Column'.
Learn how to Show/Hide columns here.
✅The Default Columns
Whenever you create a new board, the board will include 4 pre-added columns: 1) Name, 2) Assigned to, 3) Due Date, and 4) Status.
Name
Names can represent:
Tasks or Action Items
Clients or Customers
Projects
Products or Services
Events
Locations
Documents
Issues or Tickets
--anything you want to manage.
This column cannot be hidden nor removed.
Assigned to
You can easily assign an item to a team member by clicking in an item's 'Assigned to' field and selecting a team member from the dropdown menu.
You can assign one or multiple people to a task.
FAQs
FAQs
If you would like your personal tasks to appear on the 'My Work' page, assign the tasks to yourself.
If a team member does not appear on the dropdown list, it is likely the board has not been shared with them. Learn how to share boards and workspaces here.
Due Date
Select a due date from the pop-up calendar and edit at any time to reflect project changes.
🚩Not every item may have a 'Due Date' because not all items are tasks. Discover how to show/hide, reorganize, and resize columns to only show information most relevant to your project here.
Status
The Status column is a set of custom labels that can represent:
Task Progress: Open, Working on it, Stuck, Done
Project Milestones: Upcoming, Delayed, Achieved, Pending
Priority Levels: High, Medium, Low
Approval Stage: Pending Approval, Approved, Rejected
Issue Tracking: Open, Resolved, Closed
Customized Workflows: To-do, In Review, Testing, Ready for Deployment
Client Feedback: Pending feedback, Approved, Revisions Needed
Content Creation: Draft, Editing, Finalized
Lead Management: Contacted, Interested, Not Interested
Sales Pipeline: Prospecting, Negotiation, Won, Lost
Here's how you can create custom statuses:
Add a status column to your board
Click the ellipses next to 'Status'
Navigate to 'Settings'
Add (status) labels by selecting 'New Label'
Click the 'X' next to a label to remove the status
Click the color next to a status to change how it will look on your board
✨Standard Plan Column Types
The Standard Plan ($12/user per month) includes 10 column types: Text, Multi-line text, Number, Currency, Date, Status, Dependency, Duration, Timeline, and Checkbox.
Text
The Text column allows users to input short-form textual content, such as names or titles.
Multi-Line Text
Multi-line text supports detailed descriptions, notes, or any substantial textual content. This column provides a larger text input area, accommodating comprehensive information without the constraints of a single-line text field.
Users can incorporate line breaks and organize information in a way that enhances readability.
Number
The Number column is for managing and analyzing numerical data on your board, ideal for representing quantities.
Currency
Users can input, display, and manage financial figures, such as costs, budgets, or expenses.
Dependency
The Dependency column indicates whether the completion of a task relies on the completion of another task. To establish dependencies, click into the dependency field next to an item and select which task(s) must be completed first.
The column will only display the number of dependencies, but when you navigate into Gantt view, the specific dependencies will be displayed.
🎁COMING SOON: Ability to establish dependencies across groups.
Duration
The Duration column is used to represent the total number of days required for a specific task or project.
On your board, the duration will appear as a number without a specified unit but...
if you navigate to Kanban view, the duration will always be displayed in number of days.
if you make changes to your timeline in Gantt view, the number in the Duration column will automatically update to reflect the number of days within the new timeline.
Timeline
The Timeline column is used to plan tasks or projects over a specific time period. Visualize your timeline by navigating into Gantt view.
The Timeline column works in conjunction with 2 column types: 1) Duration and 2) Dependency.
Duration: If a change is made to the number days in the Duration column, the timeline will automatically increase or decrease to reflect that change.
Dependency: If a change is made to the dependencies, the timeline will automatically update to ensure the dependencies are ordered chronologically.
Checkbox
The Checkbox column is for managing the completion status of various elements within a project or workflow. Its flexibility makes it applicable in diverse contexts, providing a visual way to monitor progress.
You might use the checkbox to indicate:
Approval
Completion
Availability
Resolution
Quality
✨Pro Plan Column Types
The Pro Plan ($15/user per month) includes 15 column types: Standard + Relationship, Mirror, and Link.
Relationship
The Relationship column allows you to:
Establish cross-board connections between tasks or items.
Create bidirectional connection between items.
Learn how to use the Relationship column here.
Mirror
Synchronize and display the same information across different boards with the Mirror column.
Data Synchronization: Mirrors information from a source column on one board to a mirror column on another board, ensuring real-time updates.
Dynamic Updates and Consistency: Provides dynamic updates, maintaining consistent data across boards and reducing manual efforts.
Learn how to use the Mirror column here.
Link
Add links to external websites, documents, or any online content relevant to a particular task or item.
Last Activity
The Last Activity is an auto-filled log of actions taken in each row of tasks. Click into Last Activity to view details like:
Actions taken in order from most to least recent
The name of the person who performed the action
The date the action was taken
The time of day the action was taken
These details are also available in vertical view under 'Activity' for every subscription type.
Assigned By
The 'Assigned By' column allows users to specify or attribute the person who assigned a particular task. This column provides a clear indication of the originator or supervisor responsible for delegating specific responsibilities, contributing to transparency and accountability within the workflow.
🔔Recently Added Column Types
Recently added column types are now available to Freemium users, offering everyone a chance to try out these new features before they potentially become part of subscription plans.
Time Tracking
The Time Tracking column displays amount of time worked per task. If multiple team members log time for the task, their time will be added to display the total.
Click into the time tracking column to view the breakdown of each team member's logged time.
*Only team members who have been assigned to a task can log time.
Learn more about time tracking here.
Budget
The Budget column represents the amount of budget allocated to a specific item.
Budget works in conjunction with the Time Tracking column.
To display the amount of budget consumed per hour worked,
Click the ellipses next to 'Budget' and select ' Settings'
Select a format for budget consumption
Enter the bill rate / hr
Add a Time Tracking column and log time
If time is tracked for the task, the budget consumption will automatically be displayed in the Budget column.
🎁COMING SOON: Ability establish total budget for a board, where each item is measured against the board's total budget.
Estimated Duration
The Estimated Duration column represents the amount of time a task is expected to take.
🚩NOTE: When assigning a new item to a team member, the user will be prompted to enter the expected duration of the task. However, please note that this information will not appear in the Estimated Duration column.
🎁COMING SOON: Ability to view disparity between estimated and actual duration.