ForemanFOREMAN

Board and list views

Switch between a drag-and-drop Kanban board and a sortable list, and organize your projects into custom groups.

The Projects page has two ways to see your projects: a board that arranges them into columns you can drag between, and a list that lays them out as a table. Both live behind the same toggle in the toolbar.

An orange count beside a project title shows your unread messages and updates in that project. Open the project, then open the chats or items with orange counts to read them. Opening the project alone keeps those updates unread. The count appears on board cards and list rows, including on a phone.

Switch views

In the toolbar, use the two-icon toggle: the grid icon for Board view and the lines icon for List view. Your choice is remembered for next time.

Note

Board view is the default. There are no saved or custom views — the toggle just flips between the board and the list. On a phone the board (which needs drag-and-drop and a wide canvas) is unavailable, so the toggle is hidden and you always get the list.

Work on the board

The board groups projects into columns (your Groups, such as Lead or In Progress).

  1. Move a project — drag its card from one column to another to change its group, or drag within a column to reorder.
  2. Add a project — click Add Project in the toolbar.
  3. Edit a project — hover a card and click the pencil.
  4. Search — type in the search box to filter by project name or contact.

Manage groups

Groups are the board's columns.

  1. Click Add group at the end of the columns — Foreman creates one and opens its editor so you can rename and recolor it.
  2. Hover a column and click the actions menu at the right of its header to rename it, change its color, or delete it.
  3. Drag a group header left or right to reorder your columns.

Work in the list

List view shows the same projects as a table — Project, Contact, Group, Type, Location, and Updated.

  1. Click any row to open the project.
  2. Click Filters and set Group to narrow to one group — or to Archived to see archived projects (these are hidden on the board). The Filters button only appears in List view.

Don’t see this?

Dragging cards, adding projects, and managing groups appear only if your role can edit projects and groups. Clients and vendors see a read-only board of just the projects shared with them.
NextArchiving a project