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Save your column settings in the List and Tree Views

Your choice of columns to be displayed on the List and Tree Views can be retained when you click between the various other Views.

 

You can also choose between permanently or temporarily picking the displayed columns on a Card that is in the List or Tree Views, and you can drag and drop the columns on the Card drop-down. NOTE: Only people who have the ability to edit the Card can permanently alter the Card’s columns.

 

How do I configure which columns are displayed on a Card on a temporary basis?

NOTE: The following steps will temporarily alter the Card’s settings. Refreshing the Board will cause your settings to be lost. Any other users with access to this Board will not see these changes.

Navigate to the Card you want to configure - make sure that the Card is in either the List View or Tree View.

  • Hover over any column’s header and click  to the right of its title.

  • Hover over .

  • Check the box next to any of the columns you want to include.




To adjust the order of the columns displayed on this Card, drag and drop the column’s header into the appropriate position.


 

How do I configure which columns are displayed on a Card on a permanent basis?

NOTE: The following steps will permanently alter the Card’s settings. Refreshing the Board will not cause your settings to be lost. Any other users with access to this Board will see these changes.

Navigate to the Card you want to configure - make sure that the Card is in either the List View or Tree View.

  • Click in the top right corner of the Board.

  • Hover over .

  • If the Card is in List View, click 2017-03-13_1335.png. If it’s in Tree View, click 2017-03-13_1334.png. If it’s in Kanban View, click 2017-03-13_1334_001.png.


Card_View_Menu_2.jpg

  • In the resulting window, you can edit the Card View for the Card itself and for the expanded view. The Card View is the column on the left side of this screen, the Expanded View is on the right.

Edit_Card_View_3.jpg

  • Check the box next to only those columns you want to include, then click 2017-02-20_1610.png.


To adjust the order of the columns displayed on this Card, open the list of columns as described above, then drag and drop them in the correct order.

 

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