WorkBoard offers several different types of boards to help you manage execution of strategic initiatives. There are two basic types of board: Workstreams and Visual Boards.

Workstreams let you visualize and quickly manage your team's work for a specific project or initiative, with individual action items organized into columns.

When you add a new Workstream, choose whether it should include a Completion Flow Board, or Create Your Own.

Use Completion Flow Workstreams to easily manage projects from start to completion. The four columns included on Completion Flow Workstreams correspond to Action Item statuses (Paused, Next, Doing, and Done).

However, you can customize the column names to reflect your own team's workflow.

For example, a software development team might use Backlog, Planning, In Progress, and Done. Drag-and-drop Action Items between columns to instantly change their status, or within the same column to indicate higher-priority items. Click on individual actions to make comments or updates.

If you later decide you need additional columns and automation options, you can convert your board into a Custom "Create Your Own" board.

Click the kebab menu icon in the upper right and select "Board Themes", then click the "Convert board to a custom board" checkbox. (Note that this conversion cannot be undone).

Customize the way you organize your team's Action Items with a Create your own Workstream.

For instance, a development team can manage a product roadmap with columns for each quarter, while a sales team can track relationships with multiple key clients using a column for each customer.

Include as many columns as you need, reorder columns anytime, and group related tasks into columns regardless of their status. As with Completion Flow Workstream, you can drag-and-drop action items between columns to sort actions. Click on individual actions to update them as needed.

You can also add automations to automatically change owners, status, priority and more each time an action item is dropped into a column.

Timelines offer a clear, visual way to track projects, milestones, and dependencies for a workstream. You can leverage them to help you manage complex and multi-phase projects with an interactive roadmap view that enables cross-functional execution. Learn more about timelines here.

Click Filter to narrow a board to a subset of its Action Items. Click + Add filter and choose a field — Confidence, Priority, Types, Assignee, or Tags — then set the condition (e.g. includes) and pick your values under Select options. Add as many filters as you need, then click Apply filters. Use Reset filters to clear them.

Filters are sticky per board: the filters you apply to a board are saved for that board and reapplied automatically the next time you open it. They're personal to you, so other members won't see your filter selections. A badge on the Filter button shows how many filters are currently active.

Customize your board views

Click Customize to adjust how items display across your workstreams on the board view. You can toggle Show subtasks, Highlight my actions, Show activity type icons, and Highlight activities by type, and set Show done items for (days) to control how long completed items stay on the board.

Unlike filters, these settings apply across all of your boards rather than being saved per board.

To customize your board, click the kebab menu icon in the upper right and select Board Themes. Choose a different background color or image for your board; if you are using a Completion Flow Board, you can also change column names or hide columns.

The board view is the default for each Workstream. However, if you prefer to use the list view:

Choose List under "Workstream View Preferences."

Create a dashboard of multiple Workstreams or projects with a Visual Board. Visual Boards display high level status information and attributes for other Workstream components instead of individual Action Items.

You might use a Visual Board if your customer success team has set up Workstreams for each of your customers. You can create a visual board with each Workstream in columns indicating their overall health.