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Getting Started

The basics of columns

  • 3 min read
  • Feature

Columns are one of the primary building elements of your board, allowing you to display and customize the data from your workflows as desired. We offer a variety of column types from which you can choose to build your board as per your requirements.

How to insert a columns

You can add a new column by following the instructions below:

  • Click the +New button on the board’s extreme right side.
  • Select the desired column from either the drop-down menu or the column center.


Additionally, you can add a new column directly to the right of another! Simply open an existing column menu, click “+Add column to the right,” and then choose the desired column.

Check out this article to learn more about the various types of columns we offer. 

Add a column description.

As shown below, you can add a column description by selecting “+Add description” from the column menu.

 
 

Display column summaries

Certain column types, including Status column, People and Numbers, and others, enable you to display a summary of column data at the foot of the group. To enable it, select “Show Column Summary” in the column settings, as shown below.

 
 Tip: Check out this article to learn more about group and board summaries.
 

Deleting columns

To delete a column, select “delete column” from the column menu, and you’re done!

 

Set permissions on columns

You can set column permissions to restrict who can edit or view a column. This is incredibly useful if you want your team members and guests to be able to collaborate and update a board, with the exception of specific details. Check out this article for more information on how it functions.

 

Pin columns

Certain columns can be pinned to the left side of your board to facilitate scrolling while keeping all relevant information in view at all times. To specify which columns you want to pin, click the three-dot icon at the top of your board, then click the pin icon and check the appropriate boxes.

 

Sorting columns

Utilize the sorting option located above each column in each item group. Once you click the sort icon, your items will be sorted in one direction. By clicking it again, the order will be reversed. 

Once a column has been sorted, you can save the sort by clicking the checkbox to the left of the sort icon.

Tip: To sort in the opposite direction, i.e., Z-A rather than A-Z, select the sort button twice. To reverse the sort, select “clear.”

Additionally, you can filter multiple columns at once. Check out this article for more information.
 

Duplicating columns

To replicate a column, click into a column menu and choose “Duplicate”. You then have the option to duplicate the column with or without its content.

Note: When a column is duplicated, any set column permissions are also duplicated.
 

Column Templates

By saving your column as a template, you can save and reuse your favorite customized columns with the press of a few buttons! You can then access this column template from the columns center to effortlessly incorporate it into any workflow.

Collapsing the columns

You are able to collapse any column on your board. This option functions identically to the existing group collapse option, so when you collapse a column, only your view will be affected. This will allow you to maintain your boards neat and organized. To collapse a column, select “Collapse” from the column menu, and you’re done!

 Note: Note that collapsing a column in the Main Table will also collapse the column in all other saved views for this board. If you are utilizing the item card view, for instance, the collapsed column will not be displayed.
 

Resizing columns

If you need to make your column width smaller or larger so that you can see the contents of the cell, follow these easy steps! Click in the middle of any two columns (right between the column titles) whose width you wish to adjust and drag the cursor to the desired width. 😊

Moving columns

To move a column, click to the left or right of the column’s name, then drag and drop it to a different location on the board.

 

For further questions, please visit our Knowledge Center.

To view the Knowledge Center,  click the Home Page icon in the top left of your page, then select Help Center on the right side of the Home Page. 

Click Knowledge Center to visit our Help Pages. If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.