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Planview Customer Success Center

Work with Boards

Video: Work with boards

Board Basics

The lowest level of work to be done can be represented by a card that individual team members can take responsibility for. A board can be used to plan the work and visualize progress. Each card contains information about the task to perform, who is assigned to it, and the current status. The status of a card is represented by which status column the card is located. Cards are moved from left to right as work progresses, and when the work is done, the card is placed in the last column to the right. The default columns are PlannedWorking on, and Done, but columns can be added or renamed to support your way of working.

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Check out the How to Work with Kanban Boards webinar for more on working with boards!

Find Your Way Around the Boards Tool

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Activities connected to the board are found on the Boards tool.

  1. Click the Activity icon to connect to an activity from the board.
  2. Click the Filter icon to open the panel to filter cards
  3. Use these icons to select different views of the board. The board view displays work to be done represented by visual cards, the list view displays cards on the board in a collapsed list with their attributes listed in rows, and the chart view displays multiple charts each designed to help you follow up on work progress.
  4. Click a card to see the card's detail pane including important information about the task represented on the card. You can also comment and discuss the work to be done allowing you to keep all communications and information in one place. You can select multiple cards using the Shift or Control keys. Learn more about working with cards.
  5. Group cards from different perspectives depending on your needs. You can group cards on the Boards tool by Label, Assignee, Due date or Activity. Each group is represented by a horizontal swim lane. Note: If an activity associated with a board is marked done, any cards related to that activity are no longer visible on the board.
  6. To customize a board to fit your way of working, select Settings from the options menu to edit the workspace name, columns, and labels. The options menu also allows you to duplicate, share, printimport cardsdownloadhide, and delete boards.
  7. Maximize the board view to be able to view more cards at once.
  8. Select from the boards available in the workspace.
  9. Click the Add board icon to create a board.

Do you have boards in the boards list you don't use anymore? Hide them to make the list shorter! 

View Activities in a Timeline View

By expanding the activities panel at the top of the board, you can display activities connected to the board in a timeline view. The activities panel helps provide a deeper understanding of the work that is being done in terms of priority and timing. All activities connected to the board are visible on the timeline and the timeline view can be adjusted to show more or fewer of the activities. Teams working on the board can use the activities panel to see when work is planned to be performed and completed. 

You can access the activities panel when viewing the board in either the Board view or the List view.

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The Boards tool showing the expanded activities panel


Work with the Activities Panel

  • To expand the activities panel, click and drag the horizontal separator bar PP horizontal splitter bar.png located just above the board's column headers.
  • Click an activity name or its timeline bar to open the Activity detail pane, which will appear on the right side of the window. You can update the activity's details directly from the Boards tool in the same manner as if you were working from the Activity detail pane from the Plan tool.
  • To customize the activities panel to show different timeframes—such as in weeks, months, or quarters—click calendar icon.png, then click the timeframe you want to use.
  • To create new activities on the plan directly from the activities panel, click plus in circle icon.png > Create activity, then type a name for the new activity and click Create.
  • You can enable or disable the activities panel by configuring the board's Personal settings.



The ability to expand the activities panel is currently limited to boards that have fewer than 200 activities connected to them.


Swim Lane Attributes

Depending on how cards are grouped in the board view, swim lane headers will display aggregated information about the cards in the lane. In the example pictured below, the board is grouped by activity, and the swim lane header displays information about the total number of cards in the lane, the points total of cards for the activity, the range of due dates for the cards associated with the activity, and the name of the parent activity.

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If a card is moved from one swim lane to another (using the drag and drop method), the card's attributes will change to the attributes of the new swim lane. In the example pictured below, the card's assignee is changed when it's moved from one user to another.


See and Update Activity Details from the Board

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  1. When cards are grouped by Activity, the Board will be organized into multiple horizontal swim lanes. (See Item #5 in the Find Your Way Around the Boards Tool image above).
  2. Click an activity name to open the Activity detail pane which will appear on the right side of the window. You can update the Activity's details directly from the Boards tool in the same manner as if you were working from the Activity detail pane from the Plan tool.

Learn more about Activities and the Plan tool by visiting Work with the Plan.

Collapse and Expand Columns on Boards

When a board contains a large amount of information, users may collapse any of the board's columns to hide their tasks to better visualize other columns within the board that are important to focus on.

To collapse a column on a board:

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  1. Click the Collapse icon Collape Icon 2.png (located within the column header) of the column you want to collapse. Users can collapse as many columns as they prefer as long as there is at least one column that remains visible.
  2. Click the Expand icon Expand Icon 2.png(located within the column header) of the column you want to expand.
  3. Collapsed or hidden columns will still show some metadata about the column:
    1. Status (column) name
    2. Number of cards
    3. Maximum number of cards set (if any)
    4. Sum of all cards estimated points

Users may drag and drop cards even when columns are currently collapsed. Cards will not be visible after dropping them to collapsed columns, however. Instead, they will remain hidden just as the cards previously contained within the same column until the user expands the collapsed column.

Create a Board

You can create any number of boards in a workspace, but keep in mind that too many boards reduces the strength of a board to visualize all related work at once. A good practice is to create one board for each team.

To create a board: 

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  1. Navigate to the Boards tool and click the Add board icon.
  2. In the Add Board window, enter a name for the new board.
  3. Click Add to create the board.

Looking for board design inspiration? Check out our article on customizing boards to fit your way of working!

Create Cards

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Click any of the plus icons  Plus Icon - Add Cards.png below the activity name (or swim lane title) to create a new card in the appropriate status column.

If you group cards by Label, Assigneeor Activity, click the plus icon Plus Icon - Add Cards.png in the desired group to add the card to that group. If you do not want to add the new card to any of the groups, click the plus icon Plus Icon - Add Cards.png in the last group at the bottom of the list titled No activityNo assignee, or No label.

You can also create a card based on a card template. Click the template icon card template icon.png to the left of the card title input field to bring up the list of available card templates, then select the template you want to base the new card on.

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Users who do not have access to a Board can create cards using the Email to Board function. 

Use the drag and drop functionality to place the most important cards at the top of a list in the first column so the team can address the most important cards first.

Filter Cards

Filter cards on a board based on a variety of card attributes. Some of the attributes you can filter by is card assignee, status, activities, labels, dependencies, due date, custom fields, and many more.  Click the Filter icon filter-btn.png in the toolbar to see the available filter options which appears on the list on the left side of the window.

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Importing Cards

In order to quickly and easily create many cards, it is possible to upload a .csv (comma separated) file to a board. Importing cards is especially useful when, for example, recreating information that already exists in another resource, tool, or system.

To import cards to a board:

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  1. Navigate to the desired board.
  2. Click the Options menu icon more options icon.png in the upper right corner of the window.
  3. Select the Import cards option.

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  4. In the new window that appears, click the Choose files button. Locate and select the desired .csv file (testing_CSV.csv in the above image).



    Click Download .csv template for importing cards to board to download a pre-formatted template to help you import the cards. See About the .csv File for instructions on using the template.


  5. Click Next to continue.

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  6. The service now attempts to convert each record in the uploaded .csv file by creating a corresponding card on the board. After this process is completed, the conversion results are included in a new Import cards window that appears.
  7. Review the New cards created and Rejected records results reported in the window.
  8. If there are any Rejected records, click the Download Rejected Records (csv) link to open the failure report. The report includes a list of records that did not convert along with a potential reason as to why the failure occurred.  Learn more about the Rejected records report in the Import Errors section below.
  9. Click the Start over button to restart the conversion process for the failed records or to start the process for a different .csv file.

About the .csv File

We recommend that you download the (.csv template) file featured in Step #4 in the above section, Importing Cards. This file contains all of the necessary headers to complete the conversion and is ideal for a spreadsheet application such as Microsoft Excel.

For each record in the file, the following must be satisfied:

Item # Input Value Value Action Value Requirements
1 Title Required Must contain at least 1 character and no more than 255 characters. Note: If the Title is omitted, the record will fail to convert to a card.
2 Description Optional If this field remains empty, the card will not include a description.
3 Assignee Optional Use the email address of the workspace member with board access to assign the record/card. If this field remains empty, the corresponding card will be unassigned.
4 Start date Optional If a value is entered, it must use the following date format: YYYY-MM-DD.
5 Due date


If a value is entered, it must use the following date format: YYYY-MM-DD.

6 Label Optional Use a number for a range of 1 through 14 to assign a card label. These numbers correspond to the order of labels listed in the board settings. If this field remains empty, the corresponding card will be unlabeled.
7 Estimated time Optional Use a number representing the number of seconds that corresponds to the desired estimated time value. For example, if you want to report an estimated time value of one hour, input a value of 3600 seconds. If this field remains empty, the corresponding card will not include an Estimated time.
8 Blocked reason Optional Describe the reason for the card being marked as blocked if the corresponding card is blocked. If this field remains empty, the corresponding card will be unblocked.
9 Points Optional Use one of the following numbers to assign a point value: 0, 0.5, 1, 2, 3, 5, 8, 13, 20, 40, 100. If this field remains empty, the corresponding card will not have a points value assigned.
10 Column Optional Use a number between 1 and X, where X is the total number of columns included on the board you are importing to.  For example, if you have a board with 5 status columns, you can specify a number between 1 and 5. If this field remains empty, the corresponding card will be placed in the first column on the board.
11 Checklist Optional Items in the checklist column will become items in a checklist on the created card. Use double hashtags between each checklist item (e.g. Item 1##Item 2##Item 3). Normal restrictions regarding item length and total number of items in a checklist apply.
12 Co-Assignees Optional Use email addresses of workspace members to make them co-assignees on the card, with double hashtags between each email address (e.g. The same restrictions as the assignee column apply.
13 Tags Optional Use single words (no spaces) to assign tags to the created card, with double hashtags between each tag (e.g. TagOne##TagTwo##TagThree). They have the same restrictions as regular tags, and if one does not match an existing tag, a new tag will be created.
14 Activity Optional Use the Activity ID of the activity you would like to connect the created card to. The Activity ID can be located by selecting the activity (by clicking on the name to open the Activity details pane) and finding the ID in the URL (e.g. in this URL:, the Activity ID is 976797868). Only activities currently connected to the board are allowed. 
15 Predecessors Optional Use the row number in the import file where the predecessor card is listed, with commas between each row number if more than one predecessor should be added (e.g. 1,2,3).


If the column headers are displayed in one single column, you may need to change the delimiter settings in your Microsoft Excel spreadsheet.  The template file uses a semicolon (;) for the delimiter.

To change the Excel setting:

  1. Navigate to and click the Data tab.
  2. Select the From Text/CSV option.
  3. Navigate to and select the desired template file and click Import.
  4. In the dialog box that appears, select the Semicolon option in the dropdown box under Delimiter (if it is not already selected).
  5. Click Load.

Import Errors

When errors occur during the import, a Download Rejected Records (csv) .csv file and link (from Step #8 in the above section, Importing Cards) are created. This report is similar to the .csv template file, however, a new Error column has been inserted to the left of the Title column. The reason an error occurred is provided for each record in the Error column.

To resolve reported errors:

  1. Downloading the Rejected Records (csv) file
  2. Review and address each error included in the report
  3. Delete the Error column
  4. Attempt the import process again to convert the remaining corrected records into cards.

The image below provides an example of an error.csv file opened in Microsoft Excel:


  1. The Error column (A) contains the details explaining why each record failed to import. Note: Once these errors have been corrected, delete the Errors column and upload the corrected .csv file again to import the remaining records.
  2. The Rejected Record reported in this example is an Invalid estimated time error.
  3. The value in the Estimated time column is "ö" which is not a valid value. Delete the value and enter a valid value (if one exists) as defined in the About the .csv File section above (refer to item #6).

To hide or delete a Board, visit Hide and Delete Boards.

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Work with Boards on Mobile Apps

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Access your boards on the go with our mobile apps! Add boards, create cards, filter cards on the board, and much more all from your phone (even if you're offline.)

To request offline support for boards, contact Customer Care (this feature is off by default.) Once this feature is turned on, recent boards will be synced to the apps and available in offline mode.