How to Create a Board View Database in Notion

The Board View in Notion is one of the most popular database formats for managing tasks, projects, and workflows. Inspired by the Kanban method, it helps you organize items visually across different stages or categories, making it perfect for project tracking, task management, and content planning. In this guide, we’ll walk you through creating a Board View database in Notion, customizing it to fit your needs, and using it effectively to boost productivity.

Also Read: How to Create a Simple Table in Notion

Step 1: Creating a Board View Database

You can create a Board View database as a full page or as an inline within an existing page. This format displays your data in cards grouped by properties, such as project status, priority, or categories.

Steps to Create a Board View Database:

1. Open Notion and navigate to the page where you want to create the board view.
2. Type /board in the empty space, and select Board – Inline or Board – Full Page from the dropdown menu.
   • Inline Board: Appears within your current page.
   • Full Page Board: This creates a standalone board that you can link or reference from other pages.
3. Name Your Database: Click on the title at the top to rename your board (e.g., “Project Tracker,” “Task Board”).

By default, the board will have columns labeled No Status and New Group. These columns are ready to be customized based on your workflow.

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Step 2: Customizing Board Properties

Customizing the board’s properties is essential to ensure it matches your specific needs. Properties define how your board is organized and what information each card contains.

Steps to Customize Board Properties:

1. Click on the Group Title (e.g., No Status): Rename the group to something relevant, such as To-Do, In Progress, or Completed.
2. Add More Groups: Click on + New Group to create additional columns that represent different stages or categories.
3. Add Properties to Cards: Click on a card and select + Add a Property to customize the information displayed.
   • Task Name (Text Property): The name of the task or project.
   • Status (Select Property): Dropdown options for stages (e.g., To-Do, In Progress, Completed).
   • Assigned To (Person Property): The person responsible for the task.
   • Due Date (Date Property): A deadline for the task.
   • Priority (Select Property): Dropdown options like High, Medium, and Low.

Your board will now display cards in columns that represent the workflow stages, with each card containing essential information.

Also Read: How to Create and Set up Database in Notion

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Step 3: Adding and Managing Cards on the Board

Each item in a Board View database is represented as a card. These cards can be moved across columns to reflect progress or status changes.

How to Add Cards:

1. Click on + New under any column to add a new card.
2. Fill in the details for each card by clicking on it to open the full-page view.
3. Add relevant properties, such as task names, deadlines, and priority levels.

How to Move Cards Between Columns:

1. Drag and Drop cards from one column to another to update their status.
   • For example, move a task card from To-Do to In Progress to show that work has started.
2. Reorder Cards within a column by dragging them up or down.

This simple drag-and-drop functionality makes it easy to update progress and keep your board organized.

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Step 4: Using Filters, Sorting, and Views

Notion’s Board View database offers powerful tools to filter, sort, and switch between different views, making it easier to manage large projects and workflows.

How to Apply Filters:

1. Click on the three-dot menu in the top-right corner of the board.
2. Select Filter and add a condition, such as Status is To-Do, to display only tasks in that stage.

How to Sort Cards:

1. Click on the three-dot menu and select Sort.
2. Choose a property to sort by, such as Due Date or Priority.
3. Select Ascending or Descending to adjust the order.

Creating Different Views:

1. Click + Add a View at the top of your board.
2. Choose a new view type (e.g., Table, Calendar, or List) to display your data in different formats.
3. Customize each view with filters and sorting options to match your workflow.

Switching between views allows you to visualize your data in various ways while keeping all information connected to the same database.

Also Read: How to Duplicate Templates in Notion?

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Step 5: Best Practices for Using Board View Databases

To maximize the effectiveness of your Board View database, follow these best practices:

• Use Clear Group Titles: Ensure each column has a descriptive title that clearly represents its purpose (e.g., To-Do, In Review, Approved).
• Limit the Number of Columns: Avoid creating too many columns to keep your board easy to navigate.
• Regularly Review and Update: Move cards to the appropriate columns regularly to reflect the latest status.
• Use Icons and Colors: Add icons or use color-coded tags to make your board more visually appealing and easier to understand.

These best practices will help you maintain a clean, organized board that improves productivity and workflow.

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Wrapping up: How to Create a Board View Database in Notion

Creating a Board View database in Notion is a fantastic way to manage projects, tasks, and workflows, visually. By customizing the board, adding properties, and using filters and sorting, you can create a powerful tool that helps you stay organized and productive. Whether you’re tracking personal tasks, managing a team project, or planning content, mastering the Board View in Notion will enhance your workflow.

For more Notion tips and productivity guides, visit Notion Yelp.

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