Switch between board, list, calendar and timeline

See the same cards as columns, a table, a calendar or a timeline, reschedule by dragging, and know what others see change.

In short

The Layout menu shows the same cards four ways: Board (columns), List (a table you can sort), Calendar and Timeline. Filters apply to all four, and a saved view remembers the layout. Pulse and Flow moved to "Insights" (see /help/boards/board-insights). Changes made by others appear on your screen within a moment. On the board, "Swimlanes" splits the columns into rows by person, epic, priority or type.

Before you start

Who: anyone who can open the board sees all four layouts. Dragging a card to a new day needs "Change cards" on the board; ticking cards for a bulk change needs "Create and manage boards".
Plan: every plan.
Defaults: a board opens as "Board" in "Board order". A saved view remembers the layout.

Steps

Open the board. The layouts are tabs at the right end of the tools row; on a tablet or a phone they are one Layout button, which reads "Board" until you pick another.
Choose "Board", "List", "Calendar" or "Timeline".
On the board and the list, press the order button beside them (it reads "Board order") and choose under "Order cards by": due date, priority, title, estimate or one of the board's fields. Choose "Board order" to go back.

Choose "Calendar". Today is marked; use the arrows or "Today" to change month.
Drag a card to another day. It is due that day, and a start date moves with it.
Drag a card from "No due date" onto a day to give it a date, or onto "No due date" to clear its date.
Use "Undo" in the message that appears to put a card back.

On the "Board" layout, press "Swimlanes" at the right end of the tools row, beside the layouts.
Choose "By person", "By epic", "By priority" or "By type". Each lane is the board's columns for one person, epic, priority or type, and the button now reads your choice.
To go back to one board, open the same button and choose "None".

Result: the cards show the way you chose; a saved view keeps the layout for next time.

Good to know

Board shows columns. List is a table. Calendar puts each card on its due day. Timeline draws bars between start and due days (see /help/boards/board-timeline). How the board is doing - Pulse and Flow - is in "Insights".
While the board is sorted, a chip says so, and dragging within a column is off until you choose "Board order" again.
A column loads more cards as you scroll, or with "Load more".
If you can change the board's cards, tick cards in List and use "Move to…", "Assign…", "Set priority…", "Set due date…", "Estimate…", "Put under…", "Move to board…" or "Archive" on up to 100 at once. Undo on the message puts every changed card back; a card that could not take the change stays selected and the message says why.
A calendar day with more cards than fit says how many more; choose it to see them all. On a phone the month is a picker: open a card to change its date.
Until a board holds 20 cards, or you set a filter, the tools row shows only the search box, "Filters" and the Layout menu. The quick filters, "Columns by", the order menu and "Save as view" appear from 20 cards. An old link or saved view that used the Pulse or Flow layout opens the board with Insights on that tab.
What happens next: a reschedule is saved at once, shows in the card's History and appears on other people's screens within a moment. "Undo" in the message puts the card back.
On a phone one column fills the screen and its header switches between columns; search is an icon that opens the field, and "Due this week" waits in "Filters". On a tablet the Layout button shows only its icon.
Swimlanes show only on the Board layout. By person ends with "Unassigned" and leaves guests out, By epic ends with "Not under an epic" and puts each card in the lane of its topmost epic, and By priority runs from Urgent to Low. A board shows at most 12 lanes; reach the rest with the filters. A card dragged within a lane stays in that lane. Your choice is remembered for you, on this board, in this browser; a link or a saved view does not carry it.

Live updates

When two people have a board open, a card one drags moves on the other's screen within a moment. Changes from other modules do too, such as a new applicant's card on a hiring board. Every change is saved first. If a signal is lost, the board catches up when its connection returns or its tab comes back to the front.

If something goes wrong

You cannot drag within a column: the board is sorted. Choose "Board order".
You cannot reschedule: changing dates needs permission to change cards ("You may not change this card's dates.").
A card is missing on the calendar: it has no due date. Look under "No due date".
"Select between 1 and 100 cards.": a bulk change takes up to 100 cards at a time.
"A due-date range runs forward and covers at most 62 days.": ask for a shorter range.

/help/boards/board-timeline
/help/boards/find-cards
/help/boards/board-insights