This guide shows you how to switch between Board, List, and Timeline views in Project Management, and what each view offers, so you can pick the right one for how you like to work.
Switching views
Project Management offers three ways to view your tasks and phases: Board, List, and Timeline.
Open your project and go to the Project Management tab
Click the view tabs at the top of the screen
Select Board, List, or Timeline
You can switch between views at any time — your tasks and phases stay the same, only how they're displayed changes.
Using Board View
Board View uses a Kanban layout with tasks organized into status columns: To Do, In Progress, In Review, and Done.
Note: Status columns are standard across all projects and can't be renamed or reordered. Your phase order, however, is fully customizable — drag phases using the six-dot handle in your Project Management settings. See How to set up and organize projects with phases for more.
To update a task's status:
Click and drag the task card into a different column
Each task card shows:
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, want to move tasks quickly as they progress, or are identifying bottlenecks in your workflow.
Using List View
List View organizes tasks in a sortable list format, grouped by status sections: To Do, In Progress, In Review, and Done.
To update a task's status:
Click into the task and select a new status from the Status dropdown
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 across multiple tasks at once, want to sort or filter by specific criteria, or are reviewing time tracked against tasks.
Using Timeline View
Timeline View displays project phases in a Gantt-style timeline format, with phases listed on the right and a timeline on the left showing start and end dates.
To change the timeframe shown:
Click the view period selector at the top of Timeline View
Choose Monthly, Quarterly, or Yearly
To view a phase's tasks:
Click into the phase on the timeline, or click its name in the list on the right, to open its associated tasks
The project team is shown at the top of Timeline View, so you can see who's assigned to the project at a glance.
When to use Timeline View: you need a comprehensive view of your project schedule, you're tracking key dates and milestones, or you're planning resource allocation over time.
Choosing the right view
Quick reference for which view to use:
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 |
Need more help with Project Management views? Contact our support team via live chat for personalized assistance.