- Skip Ahead to
- Creating a Board project
- Creating a section
- Adding tasks
- Adding a cover image and more options
- Bulk actions on tasks
- Drag and drop
- Manage sections
- Filter tasks
- Sorting tasks
- Custom fields
- Searching for board sections using Advanced Search
- Subtask count on Boards
Boards let you organize your work like sticky notes that you can move across sections. 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 section to get started in a new project. A new section will appear as soon as you name it in the header field. Use sections as categories to group related work or as stages like “Ready”, “In Progress”, and “Done” to track a specific workflow.
Add tasks to your sections using the + button next to the the section name. You can click to expand tasks within a section for more details.
Adding a cover image and more options
You can add a cover image to your task, by clicking on the three dot icon next to the task name. From there, choose Add cover image and select where you’d like to upload the image from.
After uploading your image, you can:
- Show the most recent image
- Show no image
- Add a new cover image
Bulk actions on tasks
You can perform bulk actions on tasks, by holding down the command key on your device and selecting the desired tasks.
Once you’ve selected the tasks, a toolbar will appear.
From the toolbar, you can:
- Edit a project or section
- Copy task links
- Delete tasks
- Click to view more options
Click the three dot icon on your bulk actions toolbar to view more options.
Drag and drop
You can drag and drop tasks and sections to reorganize your work or move it through stages. Project members can rearrange tasks as needed, and collaborators will get updates when tasks move sections so all members stay on the same page.
You can drag multiple tasks at once to another section by using the Ctrl/Cmd + Click command.
Rename and delete sections
To edit the section's name or remove it:
- Click on the three dot icon to the right of the section's title
- You can choose to Rename section
- You can choose to Delete section
Sections need to be empty in order to delete them. Move tasks to other sections or delete them in order to clear a section.
You can filter your tasks by clicking on the Filter icon on your project toolbar.
From here, you can filter by:
- Just my tasks
- Due this week
- Due next week
- Add a Custom filter
Tasks will need to be opened on boards in order to mark them as complete.
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 task 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 sections
You can search for tasks in specific sections 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 section
- 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.
Click on the arrow next to your subtasks from your board view to expand and view them.