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Board Configuration

Customize Project Boards to match your workflow by configuring columns, fields, filters, and visibility settings.

Permission Required

Board configuration requires the Customize Board permission. If you don't see the Configure button, contact your administrator.

Accessing Board Configuration​

  1. Navigate to the board you want to configure
  2. Click the Configure Board button (gear icon in bottom-right corner)
  3. The configuration dialog opens with multiple tabs

Configuration Tabs​

The board configuration dialog has four tabs:

TabPurpose
GeneralBoard name, visibility, and basic settings
ColumnsChoose which stages appear as columns
FiltersSet permanent filters for the board
FieldsSelect which fields display on cards

General Tab​

Configure the board's basic properties.

Board Name​

Give your board a descriptive name:

  • "Sales Pipeline"
  • "Kitchen Projects - Sales"
  • "Production Board - East Region"

Names should clearly identify the board's purpose.

Grouping​

Select how projects are organized into columns:

Grouping OptionUse When
Sale StageTracking opportunities through sales process
Production StageManaging jobs in production
Design StageTracking design workflow

The grouping determines which stages become columns on the board.

Object Type​

Select what type of record the board displays:

  • Projects - Standard project tracking
  • Permits - Permit management
  • Contacts - Contact pipeline

Each board displays only one object type.

Project Type Filter​

Optionally filter to specific project types:

  • All Projects - Show everything
  • Projects Only - Exclude warranty jobs
  • Warranty Only - Show only warranty projects

Visibility Settings​

Control who can see this board:

SettingWho Can View
PublicAll users in the company
PrivateOnly users with specific roles

Role-Based Access (Private Boards)​

When visibility is set to Private:

  1. Select which roles can access the board
  2. Only users with those roles will see it
  3. Other users won't see the board in their dropdown

Columns Tab​

Choose which stages appear as columns on the board.

Selecting Columns​

  1. Each available stage shows as a checkbox
  2. Check stages you want displayed
  3. Uncheck stages to hide them
warning

At least one column must be selected. The board won't function without visible columns.

Reordering Columns​

Arrange columns in your preferred order:

  1. Drag the handle (⋮⋮) next to a stage name
  2. Move it up or down in the list
  3. The board reflects the new order

Column order is independent of stage sequence - you can arrange columns in any order that suits your workflow.

Column Display​

Each selected column will show:

  • Stage name as the header
  • Count of projects in that stage
  • All projects currently in that stage

Filters Tab​

Set permanent filters that always apply to this board.

Why Use Global Filters?​

Global filters create focused boards for specific purposes:

  • Division-specific boards - "Kitchen Projects Board"
  • Source-specific boards - "Website Leads Board"
  • Campaign tracking - "Spring 2024 Campaign Board"
  • User workload - "Sarah's Projects Board"

Available Filter Options​

FilterDescription
DivisionOpportunity type (Kitchen, Bath, Addition, etc.)
SourceLead source (Website, Referral, Trade Show, etc.)
CampaignMarketing campaign
UserAssigned sales rep or project manager

Setting Filters​

  1. Click the dropdown for a filter category
  2. Select one or more values
  3. Repeat for other filter categories
  4. Click Save when done

Filter Behavior​

  • Multiple values in the same filter are OR'd (matches any)
  • Different filter categories are AND'd (must match all)

Example: Division: Kitchen OR Bath AND Source: Website

Shows projects that are either Kitchen or Bath division AND came from Website source.

Clearing Filters​

  • Click Clear All to remove all global filters
  • Or deselect individual values

Important Notes​

  • Users cannot remove global filters
  • Global filters combine with user's temporary filters
  • Users can see what global filters are applied (info icon)

Fields Tab​

Configure which fields display on project cards.

Standard Fields​

These always display:

  • Project name/ID
  • Client name

Optional Fields​

Toggle these on or off:

FieldDescription
Project AddressShows address, city, state
Project TypesCategory badges

Custom Fields​

Display any custom fields on cards:

  1. Scroll through available custom fields
  2. Check fields you want displayed
  3. Fields appear on all cards in this board

Reordering Fields​

Change the display order of custom fields:

  1. Click the Reorder toggle
  2. Drag fields to rearrange
  3. Top fields appear first on cards
  4. Click Reorder again to exit reorder mode

Field Display Tips​

  • Keep card information concise (3-5 fields recommended)
  • Choose fields that help users identify and prioritize projects
  • Too many fields make cards cluttered

Creating a New Board​

To create a new board:

  1. Click the board dropdown
  2. Select Create New Board
  3. Configure all tabs as needed
  4. Click Save

Board Creation Workflow​

  1. General - Name the board and set grouping
  2. Columns - Select and order stages
  3. Filters - Set any permanent filters (optional)
  4. Fields - Choose display fields
  5. Save - Board becomes available

Editing an Existing Board​

  1. Navigate to the board
  2. Click Configure Board
  3. Make your changes
  4. Click Save

Changes take effect immediately for all users who can see the board.

Deleting a Board​

Irreversible

Deleting a board cannot be undone. Make sure you want to permanently remove it.

  1. Open board configuration
  2. Click Delete Board (usually at bottom of dialog)
  3. Confirm the deletion

Deleted boards are removed for all users.

Best Practices​

Board Organization​

  • Create separate boards for different teams or purposes
  • Use clear, descriptive names
  • Don't create too many boards (causes confusion)

Column Selection​

  • Include only stages relevant to the board's purpose
  • Order columns to match your workflow direction
  • Production boards don't need sales stages (and vice versa)

Filter Strategy​

  • Use global filters to create focused boards
  • Leave general-purpose boards unfiltered
  • Name boards to indicate their filters ("Kitchen Sales Pipeline")

Field Selection​

  • Show fields that help users make decisions
  • Prioritize actionable information
  • Less is more - cluttered cards slow users down

Access Control​

  • Use private boards for sensitive data
  • Give teams their own focused boards
  • Keep a few public boards for company-wide visibility

Troubleshooting​

Can't See Configure Button​

  • Requires Customize Board permission
  • Contact your administrator for access

Board Not Showing Projects​

  • Check global filters
  • Verify columns are selected
  • Ensure projects exist in selected stages

Changes Not Saving​

  • Check for required fields
  • Ensure at least one column is selected
  • Try refreshing and reconfiguring

Other Users Can't See Board​

  • Check visibility setting (Public vs Private)
  • If private, verify their role has access