Boards
Drag cards between status columns, add swimlanes, choose card density, and manage columns and work-in-progress limits.
The Board shows a project’s work items as cards in columns, one column per workflow status. Drag a card to move it along the workflow, split the board into swimlanes to see who or what the work belongs to, and set work-in-progress limits so a queue becomes visible before it becomes a backlog.
What’s on a board#
- Columns: one per status, in the project’s order. A column’s header shows its name and card count, or count/limit if it has a WIP limit, such as
4/8. A status colour appears as a stripe along the top of the column. - Cards: the item’s title (select it to open the item), key, a blocked marker if another item is blocking it, subtask progress (for example
1/2), the assignee’s first name, and its priority unless that’s none. - Toolbar: the Swimlanes menu (starts on No swimlanes), the Card density menu, and Manage columns.
Who can use it#
Permissions
work_item.viewwork_item.managework_item.createproject.managework_item.view can see the board. Dragging cards needs work_item.manage, and quick add needs work_item.create. Manage columns only appears for people with project.manage. Dragging into a sprint or release lane also needs sprint.manage or release.manage.Move cards#
Drag a card to another column
The card moves straight away and its status changes to that column. If the workflow doesn’t allow the move, or the column is full and set to Block, the card goes back and a message says why.
Drag within a column to reorder
Drop a card above another card to place it there, or on empty space to put it at the bottom. The board order is shared by everyone looking at the board.
Boards update live. When a colleague moves a card, your board refreshes to show it.
Add a card from a column#
Select + Add at the bottom of a column, type a title (“Title, then Enter”) and press Enter. The new item is a Task in that column. Press Esc or click away to cancel. To create other types, use New item in the project header and change the status afterwards.
Card density#
Choose how much each card shows:
- Compact: title, key, blocked marker and priority only.
- Standard: adds subtask progress and the assignee.
- Detailed: adds tags and the due date.
Density is a personal setting remembered in your browser. It doesn’t change what anyone else sees.
Collapse columns and lanes#
Select the arrow next to a column or lane name to collapse it. Collapsing only affects your own screen and resets when you reload. It doesn’t change any work items.
Swimlanes#
Swimlanes split the board into horizontal rows. The columns are still statuses, and each lane holds the items for one value of the field you choose. Every lane shows its own count.
| Swimlanes by | Dragging a card into another lane… |
|---|---|
| Assignee | Reassigns it. The Unassigned lane clears the assignee. |
| Priority | Sets that priority. |
| Type | Converts the item to that type, keeping its key and history. |
| Sprint | Moves it into that sprint, or back to the backlog. Needs sprint.manage. |
| Release | Assigns it to that release, or removes it. Needs release.manage. |
| Tag | Adds that tag. Other tags stay, because an item can have several. You can’t drop into the lane for items with no tags. |
Dropping into a new lane and a new column in one move changes both fields. Dropping within the same lane is just a column move or reorder.
Lanes only exist for values that some item already has. For example, a release lane appears once at least one item in view is in that release. + Add inside a lane creates the item in that column and that lane.
Manage columns#
Select Manage columns to open Manage board columns. Each row is one status, in board order, showing:
- Up and down arrows to reorder it.
- Its name. Edit it and click away to rename.
- Its category (to do, in progress or done), which is read-only.
- A colour picker.
- A WIP box for the work-in-progress limit.
- A Warn / Block menu, which becomes active once a limit is set.
- An × button to delete the status.
Changes save as you make them. Select Done to close the dialog.
Add a column#
Type a New column name
For example “Review”.
Pick a Category
To do, In progress or Done. You can’t change it later, so choose carefully. It decides whether items in this column count as finished.
Select Add
The column is added at the end. Items can move into it from any status, and out of it to any status that already existed.
Delete a column#
Select × on the row. There’s no confirmation. UnitX refuses if unarchived work items are still in that status (“Move them to another status first”), or if it’s the project’s last status.
WIP limits#
A work-in-progress limit caps how many items should sit in a column. Type a whole number above zero in the WIP box, or leave it empty for no limit (every column starts without one). Then choose what happens at the limit:
- Warn (the default): the column is outlined in red once it goes over, with “Over its limit of n. Moves are still allowed.” Cards can still be moved in.
- Block: when the column is full it shows “At its limit — nothing more can move in until something leaves.” Any move into it is refused, whether by drag, the Status menu or a bulk change. Reordering cards already in the column still works.
The count covers every unarchived item in the status, not just the cards currently loaded or matching your filter.
Starting with WIP limits
FAQ#
The card jumped back and I got a message.
Why can’t I drop a card in the No tags lane?
I dropped a card into a tag lane and its old tag is still there.
Can I have lanes by epic or by team?
A column says “n more in this column — narrow the filter to see them”.
Related pages#
- Workflow statuses
- Project views
- Sprints and backlog
- Where to find it: ProjectsA projectBoard
Still stuck? Search the docs with ⌘K, open Help inside UnitX, or contact support.