How to Use List View in FluentBoards (And Get More Out of It Than You Expect)

Controls that act on the whole stage

Each stage header has its own “⋮” menu, holding controls that work on the section rather than one task:

• Sort By reorders tasks inside that stage, so you can put the nearest deadline at the top of Review while leaving Backlog alone

• Reorder Stages moves the whole section up or down when your workflow changes shape

• Change Background sets the stage colour, which is what makes one section findable on a long scroll

• Move All Tasks shifts everything into another stage at once, useful when a sprint closes and the leftovers roll forward

• Archive All Tasks clears a finished stage without deleting the record

• Make template saves the stage so you can rebuild it on the next project instead of typing it out again

• Copy Stage, Set Status Closed, and Set Default handle the rest

Set your focus: Board background, stage colours, and card covers all carry into List View, so colour whichever layer you need to spot fastest: the whole project, one stage, or a single task. Dark mode is there too, in the top bar.

What You Can Actually Do From a Task Row

List View looks like a read-only summary, but several fields in each row are live. You can update a task without ever opening it.

On the left of the row sits a status circle. Click it to toggle the task between open and closed, a one-click status update with no task panel involved.

Small win: Closing a task sets off a quick confetti burst across the row, a small celebration for each one you clear.

Then comes the card cover swatch, the task name, and the assignees underneath it. The “+” beside the avatars stays visible, so you can put someone on a task without opening it.

The right side of the row

Three more fields respond to a click:

• Priority: Click the badge to open the picker, choose a new level, and click away
• Due date: Click the date to open a picker inline and set or adjust the deadline

Set your reminder: Tick Set Reminder and choose how far ahead you want the nudge. The assignee gets notified automatically, so nobody has to chase anybody.

Clicking the task title does something different: it opens the full task detail panel. The title is a navigation target rather than an inline field, so renaming, descriptions, comments, and custom fields all live inside the panel. The row handles quick status and assignment updates, and the panel handles the substantive editing.

More in the row menu

The “⋮” at the far right of each row holds nine more actions: Open Task, Copy Task Link, Clone Task, Add label, Leave Task, Set Priority, Change Stage, Change Cover, and Archive Task.

Two are worth knowing straight away. Copy Task Link grabs a direct URL, so you can drop it into Slack and your teammate lands on the right task. Clone Task duplicates a task with its fields intact, handy for work that repeats without sitting on a schedule.

That split makes List View work well as a running project management to-do list when you’re working through a stage task by task, toggling statuses as you go.

Configuring Which Fields Show Per Row (List View Preference)

You control what shows on every row. Open your profile overview from the top right, click Layouts, then the List View tab.

By default each row shows:

• Label
• Priority
• Assignee
• Subtask count
• Attachment count
• Dates
• Comment
• Notification

Toggle off anything you don’t use. If your team doesn’t put labels on this board, or you want to focus on due date and assignee only, the row cleans up straight away. There’s an Enable All switch at the top too, if you want the lot on or off in one click.

Worth knowing: The setting is per board and per user, so adjusting it on your end doesn’t change what anyone else sees.

Adding Tasks and Stages Without Leaving the List

Every stage header has a “+” on the right. Click it and a task creation window opens with that stage already selected, so you can set the title, priority, assignee, labels, dates, and a card background before saving.

Need a whole new stage?

The “+ Stage” button at the top of the board opens Create New Stage, where you give it a title, pick a type, and add it to the board. The list redraws with the new section in place.

Start from a template: Start From Template sits at the bottom of both. If the task or the stage follows a shape you’ve built before, pull it in rather than filling the fields out again.

Filtering and Sorting: Build the Exact View You Need

The filter icon sits in the board header. Open it and you can narrow the list by:

• Assignees, including No Assignee, Tasks Assigned To Me, and Tasks I’m Watching
• Stage
• Task Status: Open, Closed, or Archived
• Due Date, with presets from Overdue through to All Upcoming Task
• Priority
• CRM Contacts
• Labels
• Custom Fields, if your board has any

Three combinations worth knowing:

Filter by assignee: Select one or more team members and every other task drops out. Add Task Status on Open alongside it and you’ve got what that person actually still has to do, with everything they’ve already closed out of the way. It’s the fastest way to see someone’s live workload across all stages without asking them to walk you through it.

Sort by due date: Open a stage’s ⋮ menu, choose Sort By, and pick Due Date. That stage reorders from nearest deadline to furthest, and flipping the direction shows the longest-horizon work first, useful when planning what can wait another week.

Sort within a stage: Open a stage’s ⋮ menu and choose Sort By. You get Date Created newest first, Date Created oldest first, or Task Name alphabetically. Because it runs per stage, you can order Review while Backlog stays exactly as it was.

Sort by priority: Same menu, different option. Critical tasks rise to the top of that stage, which is the view to open first thing in the morning.

Scroll the panel and it keeps going. If you’ve connected CRM contacts, you can filter to one client and see only their work. Same with labels, and with any custom fields your board uses.

Sorting works separately

Open a stage’s “⋮” menu and choose Sort By, and a Sort Options panel opens with four choices: Date Created, Priority, Task Name, Due Date, plus an Ascending/Descending toggle underneath. Pick one of each and hit Apply. Because it runs per stage, you can sort Review while Backlog stays exactly as it was.

Tip: Sorting stacks on top of whatever you’ve filtered to. Narrow the list first, then sort a stage by due date, and the order holds inside the filtered set.