Board, card views and saved views

Switch layouts, drag people between columns, act on many at once, export, and save your favourite set-ups.

1. 1

   Choose Board to see columns. Under Group columns by, pick Role, Status, Membership or any single-choice or yes/no custom field such as Stage.

   
2. 2

   Drag a person to another column to change their role, status or that custom field. Each card also has a Move to menu for keyboard use.

3. 3

   Choose Cards for a visual list with initials, memberships and a few custom fields.

   
4. 4

   In Table or Cards, tick people to select them. A bar appears so you can add or remove a tag, set a role, add them to a community, or remove them.

5. 5

   Choose Export CSV to download everyone who matches your search and filters, with the columns you have showing.

6. 6

   Choose Views, name your current filters and layout, and choose Save view. Admins can share a view with everyone who can see members.