> ## Documentation Index
> Fetch the complete documentation index at: https://mintlify.com/AppFlowy-IO/AppFlowy/llms.txt
> Use this file to discover all available pages before exploring further.

# Board View

> Visualize workflows with kanban-style board views

## Overview

Board View displays your database as a kanban board, organizing rows into columns based on a grouping field. It's perfect for managing tasks, tracking project stages, and visualizing workflows.

<CardGroup cols={2}>
  <Card title="Visual Workflow" icon="sitemap" iconType="solid">
    See work progress at a glance with columnar organization
  </Card>

  <Card title="Drag & Drop" icon="hand-pointer" iconType="solid">
    Move cards between columns to update status
  </Card>

  <Card title="Customizable Groups" icon="layer-group" iconType="solid">
    Group by any Single Select or Checkbox field
  </Card>

  <Card title="Card Layouts" icon="credit-card" iconType="solid">
    Show relevant fields as card properties
  </Card>
</CardGroup>

## Creating a Board View

<Steps>
  <Step title="Create new board">
    Type `/board` in a document, or click **+** in sidebar and select **Board**
  </Step>

  <Step title="Or add to existing database">
    Open a database, click the view name, and select **+ Add View** → **Board**
  </Step>

  <Step title="Configure grouping">
    Choose which Single Select field to group by (defaults to "Status")
  </Step>
</Steps>

<Info>
  Board views require a Single Select or Checkbox field for grouping. If your database doesn't have one, AppFlowy creates a default "Status" field.
</Info>

## Understanding Board Structure

### Columns (Groups)

Each column represents one option from your grouping field:

* **To Do** (Purple)
* **In Progress** (Orange)
* **Done** (Green)

Columns are created automatically from your Single Select options.

### Cards (Rows)

Each card is a database row showing:

* Card title (primary field)
* Field properties you choose to display
* Cover image (optional)
* Badges for checklists, comments, attachments

## Working with Cards

### Creating Cards

<Steps>
  <Step title="Add to column">
    Click **+ New** at the bottom of any column
  </Step>

  <Step title="Quick add">
    Type a card name and press `Enter` to create another
  </Step>

  <Step title="Set properties">
    Click the card to open details and fill in other fields
  </Step>
</Steps>

<Tip>
  Press `Ctrl/Cmd + Enter` anywhere in the board to create a card in the first column.
</Tip>

### Moving Cards

**Drag and drop**: Click and hold a card, then drag it to another column

**Keyboard**: Select a card and use arrow keys to move between columns

**Details view**: Open the card and change the grouping field value

<Note>
  Moving a card to a different column automatically updates its grouping field value.
</Note>

### Card Actions

Hover over a card for quick actions:

* **Click**: Open card details
* **Drag handle**: Reorder within column
* **⋯ Menu**: Duplicate, delete, or open in new tab

## Managing Columns

### Adding Columns

<Steps>
  <Step title="Add option">
    Columns are created by adding options to your grouping field
  </Step>

  <Step title="Edit field">
    Click the field header, then **Edit property**
  </Step>

  <Step title="Create option">
    Click **+ Add option**, name it, and choose a color
  </Step>
</Steps>

### Column Operations

Click the **⋯** menu on any column header:

* **Hide group**: Hide the column (cards remain in database)
* **Delete group**: Remove the option and move cards to "No Status"
* **Edit option**: Change name or color
* **Duplicate**: Copy all cards in the column

### Reordering Columns

<Steps>
  <Step title="Edit grouping field">
    Click the grouping field header → **Edit property**
  </Step>

  <Step title="Drag options">
    Drag options up or down to reorder columns
  </Step>
</Steps>

## Customizing Card Appearance

Control what information appears on each card:

<Steps>
  <Step title="Open settings">
    Click the **⚙️** icon in the toolbar → **Card Layout**
  </Step>

  <Step title="Toggle fields">
    Check/uncheck fields to show or hide them on cards
  </Step>

  <Step title="Reorder properties">
    Drag fields to change their order on cards
  </Step>
</Steps>

### Card Display Options

* **Card size**: Compact or comfortable spacing
* **Cover images**: Show/hide cover images on cards
* **Field visibility**: Choose which properties appear
* **Field order**: Arrange properties in the order that makes sense

<Tip>
  Keep cards clean by only showing essential fields. Users can click cards to see all details.
</Tip>

## Grouping Options

Change how your board is organized:

### Changing the Grouping Field

<Steps>
  <Step title="Open settings">
    Click **⚙️** → **Group by**
  </Step>

  <Step title="Select field">
    Choose a different Single Select or Checkbox field
  </Step>

  <Step title="Board reorganizes">
    Columns update automatically based on the new field
  </Step>
</Steps>

### Checkbox Grouping

When grouping by a Checkbox field, you get two columns:

* **Checked**: Cards with checkbox enabled
* **Unchecked**: Cards with checkbox disabled

Perfect for simple workflows like:

* Done / Not Done
* Published / Draft
* Approved / Pending

## Filtering and Sorting

Refine what cards appear on your board:

### Filters

<Steps>
  <Step title="Add filter">
    Click **Filter** in toolbar → **+ Add filter**
  </Step>

  <Step title="Set conditions">
    Choose field, operator, and value (e.g., "Priority is High")
  </Step>

  <Step title="Combine filters">
    Add multiple filters with AND logic
  </Step>
</Steps>

Example filters:

* Show only cards assigned to you
* Hide completed tasks
* Display only high-priority items

### Sorting

<Steps>
  <Step title="Add sort">
    Click **Sort** in toolbar → **+ Add sort**
  </Step>

  <Step title="Choose field">
    Select which field to sort by
  </Step>

  <Step title="Set direction">
    Choose ascending or descending order
  </Step>
</Steps>

<Info>
  Sorting determines card order within each column, not column order.
</Info>

## Hidden Groups

Manage columns you want to hide temporarily:

<Steps>
  <Step title="Hide a group">
    Click **⋯** on column header → **Hide group**
  </Step>

  <Step title="Access hidden groups">
    Click **Hidden groups** at the right edge of the board
  </Step>

  <Step title="Restore group">
    Click **Show** on any hidden group to restore it
  </Step>
</Steps>

<Tip>
  Use hidden groups to temporarily remove "Done" or "Archived" columns without deleting them.
</Tip>

## Board View Settings

Access all board customization options:

**Click ⚙️ in the toolbar** to configure:

* **Properties**: Choose visible fields
* **Card layout**: Adjust card size and appearance
* **Group by**: Change the grouping field
* **Field settings**: Manage field visibility and order
* **View options**: Show/hide calculation rows

## Common Use Cases

<CardGroup cols={2}>
  <Card title="Task Management" icon="list-check">
    Track tasks through stages: To Do → In Progress → Done
  </Card>

  <Card title="Project Pipeline" icon="diagram-project">
    Manage projects: Ideas → Planning → In Progress → Completed
  </Card>

  <Card title="Content Calendar" icon="calendar">
    Move content: Draft → Review → Scheduled → Published
  </Card>

  <Card title="Sales Pipeline" icon="chart-line">
    Track deals: Lead → Qualified → Proposal → Closed
  </Card>

  <Card title="Bug Tracking" icon="bug">
    Manage issues: Reported → Triaged → In Progress → Fixed
  </Card>

  <Card title="Hiring Pipeline" icon="user-plus">
    Track candidates: Applied → Phone Screen → Interview → Offer
  </Card>
</CardGroup>

## Keyboard Shortcuts

| Action               | Shortcut                      |
| -------------------- | ----------------------------- |
| Create card          | `Ctrl/Cmd + Enter`            |
| Open card            | `Enter`                       |
| Move card up/down    | `↑` / `↓`                     |
| Move card left/right | `←` / `→`                     |
| Select card          | Click or navigate with arrows |
| Delete card          | `Delete` or `Backspace`       |

## Tips and Best Practices

<CardGroup cols={2}>
  <Card title="Limit columns" icon="columns">
    Keep 3-6 columns for clarity. More columns = harder to see workflow
  </Card>

  <Card title="Use colors" icon="palette">
    Assign meaningful colors to status options for visual clarity
  </Card>

  <Card title="Hide done work" icon="eye-slash">
    Hide completed columns or filter them out to focus on active work
  </Card>

  <Card title="Set WIP limits" icon="ban">
    Mentally track work-in-progress limits per column for better flow
  </Card>
</CardGroup>

<Tip>
  Create multiple board views with different filters for different team members or projects.
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="Grid View" icon="table" href="/core/grid-view">
    View the same data in spreadsheet format
  </Card>

  <Card title="Calendar View" icon="calendar" href="/core/calendar-view">
    Switch to calendar for date-based planning
  </Card>

  <Card title="Databases" icon="database" href="/core/databases">
    Learn more about database fundamentals
  </Card>

  <Card title="Templates" icon="clone" href="/core/templates">
    Save your board as a reusable template
  </Card>
</CardGroup>
