Project Users with Full Planner Access can create and open Board Views.
Board View gives you a whiteboard-style layout of your plan, powered by your lookahead. Drag and drop Tasks, record progress, and adjust your plan as work progresses - all changes update instantly across your schedule.
Setting Your Date Range
The date picker lets you choose how many weeks to display on the board, from one week up to four.
To set a date range:
Click the date range
Select your preferred range at the top of the picker: 1 week, 2 week, 3 week or 4 week
Click any start date in the calendar, the end date calculates automatically
Multiple weeks Logic & Rules
Ranges span forward from the date you click, you only need to select a start date
Mid-week selections are supported (e.g., Wednesday to Wednesday)
Ranges shorter than one week are not supported
Your last selected range length is remembered across sessions
Navigating the Board
Use the arrow controls, zoom slider and scrubber to move through your timeline and adjust how much of your plan is visible at once
To change the Timeframe :
Click to move forward or backward by one week
Click to jump to the current period
Zoom
Shows one week in detail
Shows two weeks for a broader view
Scrubber
The highlighted shows what’s currently visible
Drag the highlighted section to move through your plan
Navigation Logic & Rules
Click and drag anywhere on the board to pan
Hold Shift and use your mouse wheel to scroll horizontally
Both the zoom control and scrubber are hidden when your date range is set to 1 week only
How Tasks are Grouped
Board Views can be organised into different swim lanes, depending on what type of set up you need.
To change the Grouping:
Click at the top of the Board View
Select how you want to group tasks
Use ⋮⋮ to drag your Groups in the order in which you want them to be displayed
Tasks and Groups will reorganise automatically
Grouping Options
Primary Group
Sub-Group
Owner
Folder
Package
Owner
Folder
Subcontractor
Subcontractor
Shift
Shift
Location
Location
Assignee
Assignee
None
Create & Edit Tasks
To create a Task on Board:
Click the in the bottom left-hand corner
Complete the Task details
Click to add it to the plan
Tasks created from the Board use your current view to pre-fill details like Group and date.
To edit a Task on Board:
Click on any visible Task Property
Select a new value
Changes are saved automatically
Moving Tasks
To drag and drop Tasks on Board:
Change dates: Drag to a different day
Reorder: Drag up or down within a Group
Reassign: Drag between Groups
Reordering Tasks
Tasks on the Board will always be sorted by Start Date - the earlier a Task starts, the higher it will appear within it's grouping.
Aphex will hold the position of your Tasks while you make edits, and then when you're ready to re-apply the Sort Order, click in the bottom right corner.
Refreshing your Aphex window will also trigger the sort order to be re-applied to your Board View.
Moving Tasks Logic & Rules
The Task stays exactly where you place it
Tasks will not automatically reorder after being moved unless tidy up has been clicked
Recording Task Progress
Use Board to record how each day went and keep your plan up to date. Every update feeds into reporting and the wider schedule, with changes reflected instantly across all other Views.
To record a Delay or Improvement:
Open and toggle Progress
Click the progress bar on the day you want to log an update
Choose to mark it on track or improved, or to record a delay
The progress bar will turn green or red based on the update type
See at a glance how many of your Tasks have been updated each day, with a live breakdown of what's on schedule, delayed or missing an update.
Click
Toggle Show Task Update Compliance
Click , or to filter to just that day
Optionally, click to show all missing updates of tasks today/past within the view
Click to dismiss
Task Update Compliance Logic & Rules
Toggling on Task Update Compliance is per-user and won't affect anyone else's view
Compliance counts update in real time
Only Tasks visible in your current view and date range are counted
If a Task is assigned to multiple people and appears in multiple Groups, it's only counted once
Filtering the Board
Filters in Aphex let you show only what matters, whether that’s Tasks with certain properties, or ones that are missing something. Keep it simple or build something more detailed, it's up to you.
To filter a Board View:
Click at the top of the Board
In the dropdown that appears select and choose the property you'd like to filter by
Change the logic from options like or to or to hide or reveal the relevant Tasks
to move forward or backward by one week
to jump to the current period
Shows one week in detail
Shows two weeks for a broader view
shows what’s currently visible
at the top of the Board View
the in the bottom left-hand corner
to add it to the plan
in the bottom right corner.
and toggle 
to mark it on track or improved, or 
to record a delay
, 
or 
to filter to just that day
to show all missing updates of tasks today/past within the view
to dismiss 
at the top of the Board
and choose the property you'd like to filter by
or 
to 
or 
to hide or reveal the relevant Tasks
and 
to hide specific values within that property from view