Boards and Views
IntuitivePM provides multiple ways to visualize and interact with your tasks. The two primary views are the Kanban board and the list view. Both support filtering, sorting, and customization so you can focus on the work that matters most.
Kanban Board
The Kanban board is the default view when you open a project. Tasks are displayed as cards organized into columns that represent your workflow lanes.
When your company uses team boards, the board can show work across all projects that belong to the selected team and that you are allowed to access. Use the team selector to switch the board scope. Sprint filters then apply to the whole selected team, so a sprint can show tasks from multiple team projects instead of only the anchor project.
Enterprise workspaces with agent orchestration enabled also show an Orchestration Queue action in the board header. Open it to preview and dispatch agent work for the current board scope without leaving the board.
Board Layout
Each column corresponds to a workflow lane (for example, To Do, In Progress, In Review, Done). Tasks flow from left to right as they progress through your workflow. Each task card shows:
- Task title
- Assignee avatar
- Priority indicator (color-coded)
- Labels
- Story point estimate (if set)
- Due date (if set)
Moving Tasks
Drag and drop a task card from one column to another to update its status. For example, dragging a task from To Do to In Progress automatically updates the task status. You can also reorder tasks within a column by dragging them up or down.
To move a task without drag and drop, open the task detail panel and change the Status field using the dropdown.
Adding Tasks from the Board
Click the + Add Task button at the top of any column to create a new task directly in that workflow lane. You can also press Ctrl+N from anywhere on the board to open the new task dialog.
List View
The list view presents tasks in a table layout with sortable columns. It is useful when you need to scan a large number of tasks quickly or want to compare task metadata at a glance.
Switching to List View
Click the view toggle in the top-right corner of the board area. The toggle lets you switch between Board (Kanban) and List (table) views. Your view preference is saved per project.
Table Columns
The list view displays the following columns by default:
| Column | Description |
|---|---|
| Title | The task name. Click to open the task detail. |
| Status | The current workflow lane. |
| Assignee | The team member assigned to the task. |
| Priority | Urgent, High, Medium, Low, or None. |
| Labels | Tags applied to the task. |
| Estimate | The effort estimate, in your company’s configured effort unit. |
| Epic | The parent epic, if linked. |
| Due Date | The task deadline. |
| Created | When the task was created. |
Sorting
Click any column header to sort by that column. Click again to toggle between ascending and descending order. A small arrow icon indicates the current sort direction. You can sort by one column at a time.
Custom Columns
To show or hide columns in the list view:
- Click the Columns button in the top-right corner of the list.
- Check or uncheck columns to control what is visible.
- Drag column names to reorder them.
Your column configuration is saved per project and per user, so each team member can customize their own view.
Filtering Tasks
Both the Kanban board and list view support filtering to narrow down the tasks displayed. Filters are available in the toolbar above the board or list.
Available Filters
- Assignee — Show tasks assigned to specific team members, or filter to “Unassigned” to find tasks that need an owner.
- Label — Filter by one or more labels (for example, show only tasks labeled “bug” or “frontend”).
- Priority — Show tasks at a specific priority level (Urgent, High, Medium, Low, None).
- Epic — Display only tasks that belong to a particular epic.
- Due Date — Filter by date range. Options include “Overdue”, “Due this week”, “Due this month”, or a custom date range.
- Status — Show tasks in specific workflow lanes (for example, hide completed tasks).
Combining Filters
You can apply multiple filters at the same time. Filters are combined with AND logic — for example, filtering by Assignee: Alice and Priority: High shows only Alice’s high-priority tasks.
To clear all active filters, click the Clear Filters button in the toolbar.
Saving View Preferences
IntuitivePM automatically saves your view preferences on a per-project basis. This includes:
- View type — Whether you last used Board or List view.
- Active filters — Any filters you had applied.
- Sort order — The column and direction used in list view.
- Column configuration — Which columns are visible and their order in list view.
When you return to a project, your saved preferences are restored automatically. Each team member has their own independent view preferences, so customizing your view does not affect anyone else on the team.
Resetting to Defaults
To reset your view to the project defaults, click the Reset View option in the view settings dropdown. This clears all filters, restores default columns, and switches back to the Kanban board view.