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Boards & items

Boards and views

G Gript Team Updated Sep 4, 2026 11 min read

A board holds your work. A view is just how you look at it. The same data, shown as a table, a Kanban, a calendar, a timeline, or a dashboard, with no re-import and no data loss.

1

What is a board?

In plain English: what a board is and the three pieces it is made of.

A board is Gript's main container for work. It looks like a spreadsheet at first, but the same data switches to a Kanban, a calendar, a timeline or a dashboard at any moment.

Nothing is copied or re-imported when you switch. The data is the data, and a view is just how you look at it.

Every board is built from three pieces:

Columns
Typed data on each row: status, owner, due date, files, formulas, links. Each column knows what kind of value it holds.
Groups
Sections that hold rows. A backlog group, a sprint group, a done group, or one group per project. Whatever fits your work.
Items
The actual rows. Each item lives in exactly one group on one board, and carries a value in every column.

You do not need to learn every view at once. Start in Table, get your columns and items right, then switch to whichever view matches how you want to see the work. Switching never changes your data.


2

Creating a board and organising boards

How to make a new board, and how boards live in folders in the sidebar.

Click + New board in the sidebar. You can start from any of these:

1
Blank
For when you know what you want and just need an empty grid.
2
A template
Gript ships templates for common workflows (sales CRM, project plan, content calendar, bug tracker, HR pipeline, OKRs). Each comes with groups, columns, and a few sample rows you can keep or delete.
3
Duplicate an existing board
Copies the structure (columns, groups, automations, views) without copying the data.
4
CSV import
Bring a spreadsheet in as a new board. See the CSV import guide for the full walkthrough.

A typical workflow: start from a template, delete the sample rows, rename the columns to your own jargon, share with the people who need it. Less than five minutes from "I need to track this" to "everyone is using it."

Boards live in folders in the sidebar, and folders can nest. Right-click a folder for its menu.

On a folderWhat it does
+ New boardCreates a board inside that folder.
+ New subfolderFolders nest, so a client folder can hold a folder per project.
Rename, DeleteThe usual housekeeping.
ShareShares every board inside it, the ones there now and the ones added later.

The patterns that work: one folder per team, one per client, or one per quarter.


Adding a column
Board, plus at the end of the columns
The add column menu open on a board, listing the column types grouped by what they are for
3

Groups: sections, or projects

Groups are sections that hold rows. Switch on Groups as projects and each group becomes its own project with its own budget.
A group header
Board, a group
A close-up of a group header, with the item count, the budget and the progress bar
The group menu
Board, right-click a group
The right-click menu on a group, with rename, colour, duplicate, save as new board and the rest
A section
The default. A labelled band on the board: a backlog group, a sprint group, a done group.
A project
Switch the board into project mode and each group becomes a project with its own budget, tracked and reported on separately. This is what suits an agency running several jobs on one board.
1
Turn it on from the board options
Right-click the board in the sidebar, or use the board toolbar, and switch on Groups as projects. While it is on, the board header shows a compact G badge (hover it for a reminder), matching the quiet G marker next to the board in the sidebar.
2
Each group gets a briefcase and a budget
Every group is marked as a project (a briefcase icon) and gains its own budget chip. Click the chip to set that project's budget. A new project group inherits the board's budget until you set its own.
3
Drill into a project anywhere you pick a source
A board and project picker lets you expand a Groups-as-Projects board and choose one or more of its projects, or tick the whole board. It appears on the dashboard, Time Reports, Resources, the SLA view, and the My Work filter.
4
Timesheet and invoices follow the projects
On a project board the Timesheet shows each project as its own card, with its daily totals and a project total. When you export an invoice, you can bill just one project's billable time.

Turning Groups as projects off restores ordinary groups. The per-group budgets are kept, so nothing is lost if you turn it back on later.


4

Save a group as its own board

When one section has outgrown the board it started on.
Save group as new board
Group menu, Save as new board
The Save group as new board dialog, with the new board name, the Copy and Move choice, and the list of what carries over
1
Right-click the group header, or open its three-dots menu
A group sometimes turns into a project of its own.
2
Choose Save as new board
Gript builds a whole board out of that one group and takes you straight to it.

The dialog asks two things: what to call the new board (it starts as the group name), and what happens to the original.

Copy
The group stays exactly where it is and the new board is an independent duplicate.
Move
The group is removed from this board once the new one exists. This cannot be undone.
Comes along
Every item and subitem, the column setup and all its values, the people on those items, comments, files, checklists, reminders, and the board automations.
Does not
The activity history, time entries, and per-user read state such as what you had already seen.
Two things worth knowingWhat happens
Automations that pointed elsewhereAn automation referring to another group on the old board is copied switched off, and Gript tells you how many, so you can look them over before turning them back on.
FilesCopied properly rather than shared. A group carrying a lot of them warns you first, and confirms when the new board is ready.

You need edit access to the group to copy it, and full access to move it, because moving deletes the original.

5

Switching views

The view tabs sit at the top of every board. The same rows, shown five different ways.
The view tabs
Board, the toolbar
A close-up of the board toolbar: Table, Kanban, Calendar, Gantt, Dashboard and Timesheet, with Filters, Columns and Customize

Along the top of every board is a row of view tabs.

Where things areOn the board toolbar
The main tabsTable, Kanban, Calendar, Gantt and Dashboard.
Timesheet and WorkloadShown on boards that use the time and resource features.
The ⋯ More buttonOn the right, holding the board-wide actions such as export and import.
ColumnsColumn visibility has its own button on the toolbar.
ZenNot in that menu. It has a Normal / Zen control in the top bar.
Table
The spreadsheet face
Kanban
Cards in lanes
Calendar
On a date grid
Gantt
Bars on a timeline
Dashboard
Widgets and charts

Switching a view never touches your data. It only changes how the same items are laid out. Feel free to flip between Table and Kanban a dozen times a day.


6

Table view (the default)

The spreadsheet face of your board. Rows are items, columns are typed fields.
Filtering a board
Board, Filters
The filter panel open over a board, narrowing it by column values

Click a cell to edit it. Click the + at the bottom of any group to add a row. This is where you set up a board, because configuring columns is easiest here.

Table view
Board → Table
A board in Table view: rows are items, columns are typed fields such as status, owner, and due date, grouped into coloured sections

Useful tricks:

Selecting several rowsHow
A rangeHold Shift and click the last row of the run.
One at a timeHold Ctrl or Cmd and click to add or remove a single row.
With the checkboxesThe checkbox column on the far left.
Everything visibleCtrl or Cmd and A. It respects the filters you have on, so it selects what you can see rather than the whole board.

Bulk actions: with rows selected, a toolbar appears at the bottom to move, delete, duplicate, export, change status, assign people, and shift dates.

Reorder and resize columns: drag a column header left or right to reorder, drag its right edge to resize. Both are saved per view.

Hide columns: open the Columns menu on the toolbar and click a column's eye icon. Hidden columns keep their data; they are just not displayed, and the choice is remembered per board.

Sort, filter, and group: multiple sorts and filters stack and are saved per view. Change the grouping from Manual to a column like Status to reorganise rows automatically.

Freeze columns: pin the first one or two columns so they stay visible while scrolling wide boards sideways.

Use Table for: daily editing of many items, scanning and comparing values across rows, bulk edits, and any time you are setting up or reconfiguring a board.


Table view
Board, Table
A board in Table view, with groups, columns for status, owner, due date and spending, and a budget bar on each group header
7

Making the table your own

The Customize button, and what each setting changes.
Table settings
Board, Customize
The Table Settings panel open over a board, with density, font size, row banding, group display, sub-items, task IDs and scroll mode

Customize in the board toolbar opens Table Settings. Everything in it is remembered per board, so each board can look the way that board needs to.

SettingWhat it changes
DensityCompact, Default or Spacious. Compact fits far more rows on screen, Spacious is easier to read across.
Font sizeSmaller or larger text throughout the table.
Row bandingAlternating row colours, which makes a wide table much easier to follow across.
Column bordersVertical dividers between columns.
Text wrapWrap long task names onto a second line instead of clipping them.
Group displayHow each group is drawn: Simple, Fancy, Flat, Pills, Rail or Tab.
Sub-itemsIndent them under the parent, or show them per group.
Summary footerShow totals and averages under each group.
Task IDsShow the PREFIX-123 badge in the name column, and set the prefix.
Scroll modeScroll the table on its own, or the entire page.

Switching Task IDs on here also switches them on elsewhere: the Inbox follows the same setting when it shows the task behind a conversation.

8

Kanban view

Your items as cards in vertical lanes, one lane per Status value. Drag a card to change its status.

Each lane is a value from a Status column. Drag a card from one lane to another and the item's status updates immediately for everyone.

Kanban view
Board → Kanban
A board in Kanban view: items shown as cards arranged in vertical lanes, one lane per Status value, with owner avatars and due dates on the cards

Configuration options:

Pick the driving column: any Status-type column on the board can drive the lanes.

Hide empty lanes: keep the view tight when some statuses are rare.

Show secondary fields on cards: pick up to four extra columns (owner avatar, due date, priority, tags) to display on each card.

Card colour: comes from the Status value's colour, or can be driven by a separate column (for example colour by Priority while lanes are by Status).

Sort and split: sort within a lane by due date, manual, or priority, and split lanes into swimlanes by a secondary column (lanes by Status, swimlanes by Person).

Use Kanban for: workflow stages where order matters (Backlog to In progress to Review to Done), daily stand-ups, and anything that fits a "to do, doing, done" pattern. Avoid it when items do not move through stages, or when you have more than about ten stages.


Kanban view
Board, Kanban
The same board as Kanban, with one lane per status and a card per task
9

Calendar view

Items on a month, week, or day grid, based on their Date column. Drag to reschedule.
On the calendarWhat it does
Drag an item to another dayReschedules it. The board changes with it.
Click an empty dayCreates a new item on that date.
Click an hour (Week and Day)Creates a one-hour slot at that time.
Press and drag down the hoursSets a start and an end time.
Calendar view
Board → Calendar
A board in Calendar view: items placed on a monthly date grid based on their date column, coloured by status, with a public holiday band at the top of a day

Configuration options:

Switch layouts: Day, Week, Month, Quarter, and Year, using the buttons at the top of the calendar.

Driving column: pick which date column to use. Boards can have several (Start, Due, Published), and you choose which one this view follows.

Multi-day bars: items that use a Timeline column render as multi-day bars spanning their range.

Colour rules: colour items by Status, Priority, or any categorical column to spot concentrations at a glance.

Hide weekends, hide completed, week starts Monday: tighten the grid to a work week, hide Done tasks, and choose the first day of the week. These are remembered per board.

Public holidays appear automatically as a pink all-day band at the top of each day, with no setup. Gript detects your home country the first time you sign in (change or add countries in Settings, Calendar). Holidays also feed availability, so the "Who's Free" view knows when a teammate is off.


Calendar view
Board, Calendar
The same board as a month calendar, with tasks placed on their dates
10

Timeline view (Gantt)

Items as horizontal bars on a date axis. Drag to shift dates, drag an edge to resize, connect bars to create dependencies.

The Gantt tab shows items as horizontal bars on a date axis.

On a barWhat it does
Drag the barShifts the item dates.
Drag an edgeMakes the item longer or shorter.
Drag from one bar to anotherDraws a dependency arrow between them.
Timeline (Gantt) view
Board → Gantt
A board in Timeline (Gantt) view: items shown as horizontal bars on a date axis, with dependency arrows connecting bars and a vertical today line

Configuration options:

Zoom levels: day, week, month, quarter. Pinch or use the zoom buttons.

Show dependencies: turn the arrows on or off. Useful for crowded views.

Group rows: group bars by Person (one row per assignee), by Status, or by the board's Group.

Critical path highlighting: in projects with many dependencies, the chain that determines the end date can be highlighted automatically.

Today line: a vertical line marks today, so you can spot bars that should be done but are not.

Dependencies mean "this item cannot start until that one finishes." Drag from the right edge of one bar to the left edge of another to create one. Gript will not move the successor automatically, but it highlights in red if it ends up scheduled before its predecessor finishes, so the conflict is visible. Start-to-start and finish-to-finish types with optional lag are also supported.


Gantt view
Board, Gantt
The same board as a Gantt timeline, with a bar per task across the dates
11

Dashboard view (per board)

A grid of widgets summarising this one board. Not the same as the Home dashboard.

The Dashboard tab turns the board into a grid of widgets.

Counts
Total items, items per status, items per person.
Charts
Pie, bar and line.
Lists
Recently updated, overdue, my items.
Text
Annotations, for the sentence that explains the numbers.

Every widget can be resized and moved, and the dashboard saves as part of a view, so different audiences can open different summaries of the same board.

Dashboard view
Board → Dashboard
A board in Dashboard view: a grid of widgets summarising the board, with count tiles, charts, and lists arranged on a canvas

Two fast ways to fill a dashboard:

1
Smart Dashboard: a full layout from one click
Open an empty dashboard and click Smart Dashboard on its empty state. Gript reads your columns, recognises the board type (sprint board, sales pipeline, support queue, OKR tracker, and so on), and drops in a pre-configured set of widgets. A sprint board gets a burndown chart, velocity, progress rings, and a backlog table. Everything is editable afterwards, and the toolbar's Auto Layout button re-tidies the widgets into a clean arrangement whenever you want.
2
Ready-made templates
The toolbar also has a template picker with pre-built layouts grouped by category (Getting Started, Project Management, Agile and Development, Sales and Marketing, HR and People, Operations and IT, Leadership and Strategy, Personal). Pick one and it drops a full set of widgets wired to your board's columns.

Other toolbar controls:

Data source: choose which board or boards the widgets read from.

Time period: filter every widget to a date range (this week, this month, and so on).

Auto refresh: keep the numbers current without reloading the page.

People filter: narrow the whole dashboard to one or more people.

Style presets: switch the look between Classic, Accent, Tinted, and Modern, each with its own background options.

Save view: keep the current layout and settings as a saved view.

Paired dashboards come for free. When you create a board from a built-in template, Gript also creates a matching dashboard next to it, already wired to that board's own columns. Almost every board template has one, and each is a curated layout built for the subject of the board, not a generic set of widgets.


Dashboard view
Board, Dashboard
The same board as a dashboard, with widgets summarising its tasks

A dashboard can also live on its own, in the Dashboards area of the sidebar, where it can pull from many boards at once. Adding widgets, the template gallery, letting Gript suggest a layout, and the toolbar settings are all covered in Dashboards.

12

Other views and saved views

Beyond the five main tabs, Gript has focused views for specific jobs, and every view can be saved.
Saved views
Board, Views
The saved views menu on a board
Zen view
A minimal, distraction-free mode that shows one item at a time alongside a built-in timer and an ambient background. Arrow keys move forward and back through the list. Ideal for triage sessions, end-of-day reviews, and focused deep work. Where to find it: Top bar, Normal / Zen.
Workload view
Shows each team member's allocated hours across a timeline and highlights overallocation and capacity conflicts. Needs Resource Management and Planned Hours columns. Admins and Resource Managers see all team members. Where to find it: Board, Workload tab (when enabled).
Timesheet view
A structured grid of logged hours per person, per day. Different from the Time Tracking column (which records individual start and stop timers). Use it to review, edit, and submit a period's total hours. Where to find it: Board, Timesheet tab (when enabled).

Saved views remember everything. Sorts, filters, column order, column widths, hidden columns, and the grouping are all saved per view. That means one board can carry a "Sales team" table view, a "This sprint" Kanban, and an "Exec summary" dashboard side by side, each remembering its own setup.


Zen mode
Board, Zen
Zen mode on a board: the same work with the surrounding interface stripped back
13

Common questions

Quick answers to what people ask most about boards and views.
If I switch from Table to Kanban, do I lose my data or my columns?
No. A view is only a way of looking at the same items. All your columns, groups, and rows stay exactly as they are. Switch as often as you like; nothing is copied or deleted.
What is the difference between a group and a folder?
A folder holds boards in the sidebar (you can nest folders and share them as a unit). A group is a section inside one board that holds rows. Folders organise boards; groups organise items within a board.
My Kanban or Calendar looks empty. Why?
Kanban needs a Status-type column to build lanes from, and Calendar needs at least one Date or Timeline column. If the board has neither, or the items have no value in that column, the view has nothing to place. Add the column, or fill in the values, and the items appear.
Why don't I see the Timesheet or Workload tabs on my board?
Those tabs show up on boards that use time and resource features. Timesheet needs a Time Tracking setup, and Workload needs Resource Management enabled with Planned Hours columns. Once those are in place, the tabs appear in the view bar.
Where is Zen view? I only see Table, Kanban, Calendar, Gantt, and Dashboard.
Zen is toggled from a Normal / Zen control in the top bar, rather than as its own view tab. Switch it to Zen to enter the focus mode, and back to Normal to leave.
Is the board Dashboard the same as the Home dashboard?
No. The Dashboard view is scoped to that one board's data. The Home dashboard can pull from many boards at once. They share the same widgets, but the board Dashboard only ever summarises the board it belongs to.
What does Groups as projects change?
Each group becomes its own project with a briefcase icon and its own budget chip. You can then scope reports, the Timesheet, Resources, and invoices to a single project. Turn it off and you get ordinary groups back; the per-group budgets are kept in case you turn it on again.
If I sort or filter a view, does everyone else see my changes?
Sorts and filters are saved per view, so they persist for that view. If you want a private arrangement, create a new view for it. Changing the underlying data (a status, a date) is shared with everyone in real time; changing how a view is arranged affects that saved view.
My board list keeps sliding away. How do I keep it open?
Under the workspace logo is a single pin control. While it reads Unpin, the panel is pinned open, which is how a new account starts. If it reads Pin, click it. Your choice is remembered in that browser.
The board list panel does not appear when I hover.
It reveals on hover in Peek, Full Vanish and Dock modes. In Always Show it is meant to be permanently open instead. The mode is in Control Panel, Preferences, under Appearance.
Can I turn one group into its own board?
Yes. Right-click the group and choose Save as new board, then pick Copy to keep the original or Move to take it out of this board.
Can I make the rows tighter so I see more at once?
Yes. Customize, then Density, then Compact. It is remembered for that board only, so a busy board can be tight while a simple one stays roomy.
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