Ability to reorder items in a workboard column | Features

Ability to reorder items in a workboard column

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Eyglo Bjork Palmarsdottir

Ability to move or reorder tems from the same column - e.g. move work items above or below the list.

This is more of a manual sort than the sorting options right now.

Created by Marsha Galicia

December 5, 2025

Sunniva Andersen

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Eyglo Bjork Palmarsdottir

Hi Sunniva,

Basically I want to manually order what I do first in the day, not by type, priority or a-z we have clients that we like doing in order like inter entity and they have the same types etc so per daily reconciliations and those that we send queries that day, I want to do that client's bank rec and the group but instead of doing the other bank recs, I then want to send their queries which is a different task. Basically I want to be able to manually organise my day based on how I feel that day.... well how my workflow works best

Sunniva Andersen

Eyglo Bjork Palmarsdottir: Thanks for explaining, that’s really helpful context!

The Work Board is designed to stay consistent and automatically ordered, which means any manual ordering would be lost as soon as you refresh or change views/page.

For organising your day and deciding what to work on first, these two existing features may help:

Saved Views
let you create personalised views using filters for
clients
and
processes
(like Bank Recs) and sorting that match how you like to work, so you can quickly return to the same setup each day.

- https://support.xbert.io/en/articles/5921839-how-to-use-saved-views

The
Work Priority Board
is designed specifically for day-to-day execution. You can prioritise individual tasks from the Work Board and then order and work through them in the sequence that makes the most sense for you in Work Priority.

- https://support.xbert.io/en/articles/5516073-overview-priority-board

Let me know how you go 😊

Sunniva Andersen

Hi Eyglo Bjork Palmarsdottir,

Thanks for sharing this suggestion!

Currently, the Work Board offers several automatic sorting options designed to keep your items organised without manual effort:

Priority – Keeps your most important items at the top
Type – Groups items by their work type
Due – Shows what's due soonest so nothing slips through
Start – Organises by when work is scheduled to begin
Status – Arranges items by their current progress
Client – Groups work by client so you can focus on one client at a time
Process – Groups items by workflow or process type
Assigned to – See who's responsible for what at a glance

These options automatically re-sort your board, which means your view stays consistent and up-to-date without needing to manually maintain it.

Adding manual ordering would mean that any time you applied one of these sorts, your custom arrangement would be overridden.

If you could share a bit more about what you're trying to achieve and what isn't quite working with the current sorting options – that would really help us understand the need better and explore possible solutions 😊

Thanks again for the feedback!