- Skip Ahead to
- Add tasks
- Drag and drop
- Manage columns
- Filter tasks
- Sort by assignee or due date
- Sorting tasks
- Custom fields
- Searching for board columns using Advanced Search
- Subtask count on Boards
Boards let you organize your work like sticky notes that you can move across columns. They give you a clean, visual overview, with all the same power of a project in List View. Add items to your board, then drag and drop to move work around or track it through multiple stages.
Create a board project
Create a new project by clicking the orange + button in your top bar. Select Project from the drop down menu. Click +Blank Project.
A pop up window will next give you the option to add your project details. Here you can choose Board as your project layout and default view. Then, click Create project.
Click +Add column to get started in a new project. A new column will appear as soon as you name it in the header field. Use columns as categories to group related work or as stages like “Ready”, “In Progress”, and “Done” to track a specific workflow.
Add ideas, tasks, goals, and more
Add tasks to your columns using the + button underneath the column name. You can click to expand tasks within a column for more details.
Drag and drop
You can drag and drop tasks and columns to reorganize your work or move it through stages. Project members can rearrange tasks as needed, and collaborators will get updates when tasks move columns so all members stay on the same page.
You can drag multiple cards at once to another column by using the Ctrl/Cmd + Click command.
Move, rename, delete, and add columns as your work progresses.
Click Add column to the right of existing columns to add to your project.
Rename and delete columns
To edit the column name or remove it:
- Click on the three dot icon to the right of the column title
- You can choose to Rename Column
- You can choose to Delete Column
Columns need to be empty in order to delete them. Move tasks to other columns or delete them in order to clear a column.
Choose which tasks appear on your board layout.
To filter your tasks:
- Click the View icon
- Choose to view incomplete tasks, completed tasks or tasks completed within a certain time frame
Tasks will need to be opened on boards in order to mark them as complete.
Sort by assignee or due date
You can also sort tasks in a board project by either the Assignee or due date.
Sort by assignee
When you click the Sort icon, enter the name or email address of the person whose tasks you wish to see.
Sort by due date
When you click the Sort icon, select Due date in the dropdown and then choose to filter tasks that are due either today, tomorrow, this week, next week or within the next 14 days.
There are a range of options to sort your tasks by.
To sort your tasks:
- Click the Sort icon and a list of options will appear from a drop down menu
- Choose the option that best fits your task objectives
Custom fields are the first step towards tracking all types of work in Asana. You can provide even more information on each task and track it in a way that suits your team’s needs.
Manage custom fields
To access and manage a board project’s custom fields:
- From the Fields icon on your top bar a drop down menu allows you to select a range of custom fields
- Toggle the button to the right to enable a custom field. Blue indicates it’s enabled
You can also click on the six dot rectangle symbol beside a custom field option to enable the custom field
View custom fields on a board project
To view a task’s custom fields, click any card on your board project to reveal its task details.
More information on how to use custom fields can be found in this article.
Searching for board columns
You can search for tasks in specific columns of board projects using the Advanced Search tool.
Once you’ve opened Advanced Search and selected a project(s):
- Click on the arrow icon next to the board project and select a column
- Click Search
Subtask count on Boards
You can also view the amount of subtasks on a particular task directly from your Board project.
The subtask count will appear next to the task name on your Board project.
Check out our How to Asana video for more pointers about using boards.