Sort Visual Task Boards

You can sort Visual Task Boards using criteria that you create with a Sort-Filter option, grouping items by properties to help organize your cards.

Before you begin

Role required: admin

About this task

Only the owner of the board can create the sorting criteria, and add, edit, or delete the criteria. The criteria appear as "read-only" for other users.

Note:

The procedure is slightly different for Data Driven and Freeform boards. The instructions below contain both options.

Procedure

1. Navigate to All > Self-Service > Visual Task Boards.
2. On the My Task Boards page, select New.
3. For a Data Driven board, follow these steps.
   1. From the Create New Board window, select Data Driven Board.
   2. Fill out the fields with your choices and then select Next.
   3. Select Add sort, choose the conditions you want from the fields and then select Create.

      

   4. In the Add Sort window, choose your sorting order and then select Save.
      Your criteria displays. You can edit your sort order here, or add new criteria. You can also edit your choices in the navigation pane on the right.
4. For a Freeform Board, follow these steps.
   1. From the Create New Board window select Freeform Board.
   2. Create task cards for the board.
   3. Select the info icon ().
      The sorting criteria and filtering appear in the Info navigation pane.
      You can edit your sorting criteria for both Freeform and Data Driven boards by selecting the Edit Filter and Sort button.