Skip to content

Group by status, assignee, client or client tag

LiveFor: Manager

Re-cut the board for the question you are asking.

  1. Press Sorting and columns (the sliders) at the top right of Work.

    The Grouping and layout menu open: Group by Due Date, Status, Assignee, Client and Client Tag; Layout Kanban and List; Columns Display Column Totals and Display completed work.
    Grouping and layout.
  2. Under Group by, choose Due Date, Status, Assignee, Client or Client Tag.

The Work board grouped by assignee, one column per colleague with their jobs.
Grouped by Assignee: each person's load at a glance.

The same menu has:

  • Layout: Kanban (the board) or List (a table; see List view).
  • Display Column Totals: Budget, Actual and Remaining under each column header.
  • Display completed work: show or hide finished jobs.

Your choice is kept in the page address, so a grouped board is a link you can bookmark or share.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

Last updated: