# Work inside a board
> Source: https://support.usebluehill.com/boards-board-page | Updated: 2026-10-26T19:50:59Z
## Open a board
- From **Operations → Boards**, click a board name or choose **View** from its **⋮** menu.
- From a customer record, open the **Boards** tab. A customer's board always opens here, with the customer's details one click away.
## The board header
The header shows, from left to right:
- The **board name** (and, for a customer board, the customer name in the page title and breadcrumb).
- **Pinned customer fields** and the **task count**.
- The **board status** chip. Click it to see or change the status. See [Automatic vs manual board status](./boards-statuses-priority-and-progress#automatic-vs-manual-board-status).
- **Member avatars**, with **Edit Assignees** (or **Assign Members** when the board has none).
- Avatars of teammates viewing the board right now.
- The **progress bar** with its percentage, and the **activity icon**, which opens the board's notes and activity.
Below the header you will find the board description and the total number of items on the board (tasks and subtasks together). Just above the table, a second count shows the top-level tasks, next to **Expand all** / **Collapse all** for subtasks.
## The board menu
The **⋮** button in the header opens the board menu:
| Item | What it does |
|---|---|
| **Edit Board** | Opens the Edit Board panel. See [Edit, share, archive and delete a board](./boards-manage-a-board). |
| **Automations** | Opens the board's automation rules. See [Automations](./boards-automations). |
| **Quick add tasks** | Adds several tasks at once in a simple grid. |
| **Download Template** | Downloads a blank task spreadsheet. |
| **Import from Template** | Imports tasks from a filled-in spreadsheet (.xlsx). |
| **Import from Monday** | Imports tasks from a Monday.com export. |
Archiving and deleting are done from the Boards page or the customer's Boards tab, not from this menu.
## Search and filter tasks
Once a board has at least one task, a toolbar sits above the table and stays in view while you scroll.
- **Search tasks...** matches the task name, status and type.
- Filters: **Owner** (Customer or Internal), **Assignee**, **Portal assignee**, **Unassigned**, **Overdue**, **Published**, **Status**, **Priority**, **Type**, task **Progress**, **Product**, and the four date filters (**Due**, **Follow up**, **Start**, **End**) with the same presets as the Boards page.
- The toolbar shows **X of Y tasks** while filters are active.
## Columns and views
- **Columns** shows, hides and reorders columns. The **Task** column is always first and **Actions** always last.
- **Views** saves the current filters, sort and columns under a name so you can reapply them later. Views are shared with the Boards page and the customer's Boards tab.
- The **Custom fields** button adds your organization's custom fields as columns.
## Task table columns
| Column | Shows |
|---|---|
| **Task** | The task name. Subtasks are nested underneath their parent. |
| **Status** | The task status. Picking a status also sets the task's progress. |
| **Priority** | *Low*, *Medium*, *High* or *Critical*. |
| **Assignee** | The team members responsible for the task. |
| **Portal Assignee** | The customer contact responsible for the task in the portal. |
| **Progress** | 0 to 100 per cent. A parent task's progress is worked out from its subtasks. |
| **Due**, **Follow Up**, **Start**, **End** | The task's dates. |
| **Est.** | The time estimate (hidden by default). |
| **Weight** | How much the task counts towards board progress (hidden by default). |
| **Owner** | **Customer** or **Internal**; for published tasks, the customer's portal status (hidden by default). |
| **Type** | *Information*, *Form*, *Acknowledge*, *Upload*, *Download* or *Link* (hidden by default). |
| **Product** | The product the task relates to. |
| **Published** | Whether the task is visible to the customer in the portal. |
| **Quick Add** | One-click shortcuts to log a note, email, call, meeting or other activity against the task. |
| **Wiki** | Wiki pages linked to the task. |
| **Custom fields** | One column per custom field. |
| **Actions** | The task's **⋮** menu. |
## Edit a task inline
Click a cell to change it. Changes save straight away; a small **Saving…** indicator appears while they do.
- **Status**, **Priority**, **Assignee**, **Portal Assignee**, **Type**, **Product** and custom fields open a picker.
- **Progress** opens a slider. On a parent task you can **Reset to subtask progress**.
- **Due**, **Follow Up**, **Start** and **End** are typed straight into the cell (MM / DD / YYYY) or picked from the calendar icon, with **Clear** and **Now** shortcuts. If your organization requires a reason for due-date changes, a dialog asks for it. See [Change a due date](./boards-task-details-notes-and-files#change-a-due-date).
- Changing **Product** on a parent task also changes its subtasks.
- Switching **Published** on a parent task also publishes its subtasks and resets their portal status to *Not Started*.
- **Est.**, **Weight** and **Owner** are shown here but edited in the task panel or the Edit Task form.
For a fuller editor, open the task panel: [Task details, notes, activity and files](./boards-task-details-notes-and-files).
## Subtasks
- Subtasks nest under a parent task, up to two levels deep. Each subtask row carries an **L1** or **L2** badge and sits inside a coloured bracket under its parent.
- Use the arrow on a parent row to expand or collapse its subtasks, or **Expand all subtasks** / **Collapse all subtasks** for the whole board.
- A parent task's **Start** and **End** dates and its progress roll up from its subtasks.
- Overdue tasks show a red **Overdue** icon next to their date.
To add a subtask, use **Add Subtask** in a task's menu or the **Quick Add** column. See [Add a subtask](./boards-add-and-manage-tasks#add-a-subtask).
## Reorder or nest by dragging
1. Make sure no column sort is active. Dragging is only available in the board's own order; click a sorted column header until the sort clears.
2. Press and hold the **drag handle** at the left of a row.
3. Drop the task **above or below** another task to reorder it, or drop it **onto** a task to make it a subtask of that task.
Clicking the **Task**, **Priority** or **Progress** header sorts by that column.
## Act on several tasks at once
1. Tick the checkbox on each task you want to change. A bar appears showing **N selected**.
2. Choose an action: **Status**, **Assignee**, **Product**, **Published**, **Due**, **Start** or **End** to set that value on every selected task, or **Delete** to remove them.
3. Press **Esc** or click **Close** to clear the selection.
**Delete** asks you to confirm (**Delete N Tasks?**). Deleted tasks cannot be recovered.
The **Assignee** action opens a searchable list of team members; tick one or more and close the list to apply. When you assign other people in bulk, BlueHill asks **Send Assignment Notification?**. Choose **Assign Only** to make the change quietly, or **Assign & Notify** to send each person one email listing their new tasks. Assigning tasks to yourself never sends an email.
## Export and import tasks
- **Download Template** (board menu) gives you a blank spreadsheet in the format BlueHill expects.
- **Import from Template** (board menu) opens **Import tasks from spreadsheet**. Drop your .xlsx file there or click to browse. Each row becomes a task on the board.
- **Import from Monday** (board menu) imports tasks from a Monday.com export file.
Next: [Add and manage tasks](./boards-add-and-manage-tasks).