How to customize a board in Vaiz
n Vaiz, you can customize a board in two ways. You can change how the board looks for yourself, and you can update shared board settings that affect everyone who uses the same board.
This article explains how to use filters, adjust the board view, manage shared board settings, and control board access.
Step 1. Open the board
In the top-left corner, choose the space where your project is located.
In the left sidebar, open the project you want to work with.
In the Boards section, click the board you want to customize.
Step 2. Open the filters panel
In the top-right corner of the board, click Filters. If you already have saved filters, you’ll see them in the list. If not, click New filter.
This opens the filter panel, where you can narrow tasks by different fields, including:
- Assignee,
- Due date,
- Types,
- Milestones,
- Priority,
- Relations,
- Creation date,
- Misc,
- Custom fields.
Step 3. Filter tasks on the board
If you’re looking for a specific task, use the Search field at the top. Start typing its title or task ID, and the board will show only the tasks that match your search.
You can filter the tasks shown on the board by selecting options in different fields. For example, select Assigned to me and Due tomorrow to see urgent tasks.
If you want the board to show only tasks that match all selected conditions, turn on Exact match at the bottom of the panel.
Note: if Exact match is turned off, the result can be broader.
Step 4. Save and reuse a filter
To avoid setting up the same filter from scratch every time, you can save it and use it again later when needed.
Once your filter is ready, enter a name and save it. For example, you can create a filter called High priority and use it whenever you need to check urgent tasks.
To remove the current filter, click the close icon in the filter bar.
To use it again later, open Filters and choose it from the saved filters list. You can also edit an existing saved filter or create a new one.
Step 5. Customize the board view for yourself
To change how the board looks only on your side, open the three-dot menu in the top-right corner and select Appearance.
Note: these settings are personal, so they do not affect how the board looks for other users.
In Appearance, you can adjust the board view with options such as:
- Expand property titles
- Indicate unseen tasks
- Cover images
- Show subtasks separatly
- Extend subtasks view
- Show hidden groups
These options help you reduce visual noise and make the board easier to scan. You can hide extra details to keep the board cleaner, or make subtasks more visible when you need more context.
Step 6. Change shared board settings
If you are a board owner, open the three-dot menu in the top-right corner and select Board settings.
Notes:
- Only board owners can change shared board settings, otherwise you will not see these settings on your board.
- Changes made here affect the board for everyone who has access to it.
Appearance
In the Appearance section, you can change the board name if needed. When you are done, click Save changes.
Board groups
In Board groups, you can manage the columns on the board and create new ones.
To edit a group, click the ⋯ menu on the right.
In Group settings, you can change the group name, add a description, set a task limit, or hide the group from the board view. Click Save changes when you’re done.
Types
In Types, you can create a new task type or manage existing ones. Click the ⋯ menu next to a type to Edit or Delete it.
In Type settings, you can change the icon, label, and description. You can also hide the type from task forms using the Hidden toggle. Click Save changes when you’re done.
Custom fields
In Custom fields, you can create new fields or manage existing ones. Click the ⋯ menu next to a custom field and select Edit.
In Custom field settings, you can change the field name, add a description, or hide the field from task forms using the Hidden toggle. Click Save changes when you’re done.
Danger zone
If you have owner access to the board, you can use Archive Board to remove the board from active work without deleting it permanently. An archived board can be restored later.
If you no longer need the board, use Remove Board. This action cannot be undone.
