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How to use Board, List, and Timeline views

Project Management offers three views—Board, List, and Timeline—each designed to help you organize and track tasks differently. Understanding when to use each view helps you manage projects more effectively based on your current needs.

Gail Esterhuyse avatar
Written by Gail Esterhuyse
Updated today


Board View

Board View uses a Kanban layout with tasks organized into status columns: To Do, In Progress, In Review, and Done.

Drag and drop tasks between columns to update their status. Each task card displays:

  • Task name

  • Assigned phase

  • Team member responsible

  • Target date

  • Subtask completion count

When to use Board View:

  • You need a visual overview of task status and workflow

  • You want to quickly move tasks as their status changes

  • You're identifying bottlenecks in your project workflow


List View

List View organizes tasks in a sortable list format, grouped by status sections: To Do, In Progress, In Review, and Done.

Each task row shows:

  • Task name

  • Assigned phase

  • Team member responsible

  • Target date

  • Time tracked against the task

When to use List View:

  • You need detailed information about multiple tasks at once

  • You want to sort or filter tasks by specific criteria

  • You're reviewing time tracking across tasks


Timeline View

Timeline View displays project phases in a Gantt-style timeline format. You can switch between monthly, quarterly, or yearly views depending on your planning needs.

Phases appear on the right, with a timeline on the left showing start and end dates. This provides high-level visibility of your project's progress.

When to use Timeline View:

  • You need a comprehensive view of your project schedule

  • You're tracking key dates and milestones

  • You're planning resource allocation over time


Choosing the right view

Each view serves different project management needs:

View

Best For

Key Benefit

Board

Day-to-day task management

Visual workflow at a glance

List

Detailed task tracking

Comprehensive task information

Timeline

Long-term planning

Schedule and milestone visibility

You can switch between views at any time to match your current workflow needs.


Need more help with Project Management views? Contact our support team via live chat for personalized assistance.

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