Working with Columns on Boards

Adding Columns

1. Open your board.

2. Click the three dots (…) in the upper-right corner.

3. Toggle the switch Edit Columns.

4. Click + Add Column.

5. Enter a column name and press Return/Enter to save.

You can add as many columns as needed to reflect your process.

Editing Columns

While Edit Columns toggle is on (described above), you can:

• Rename a column by clicking on its title.

• Reorder columns by dragging them left or right.

• Remove a column if it’s no longer needed.

To exit Edit Columns mode, simply toggle the switch in the menu.

Recommended Setup

For bid management, we recommend structuring columns around the key phases of your process. For example:

• Identify → Capture new opportunities.

• Qualify → Assess whether the bid is worth pursuing.

• Write Bronze / Silver / Gold → Track drafting stages.

• Submitted → Keep an overview of completed bids.

• Evaluate → Review outcomes and lessons learned.

This setup provides visibility across the full lifecycle of your bids.

Tips

• Keep column names short and action-oriented.

• Use a consistent order across all boards to reduce confusion.

• Don’t be afraid to adjust columns over time, they should evolve with your team’s workflow.