Product workflows2026-11-082 min read

How to group a database board in Confluence

Group a Confluence database board by selecting Board layout and a Tag field in Group by.

Tag values become columns, so define stable stages before configuring the view. For a lightweight discovery tracker, Research, Review and Ready can provide useful visual grouping without pretending to be Jira workflow statuses.

Step-by-step guide

01

Prepare a tag field

In Table layout, add or edit a Tag field named Stage. Create the agreed values and populate a few initiatives. A board groups on a tag field; a paragraph of free text is not the documented grouping input.

02

Create the board view

Add a new view using + beside existing views, name it “Discovery stages” and choose Board layout. In the board’s layout options, set Group by to Stage. Select a card width and optional cover image that keep titles readable.

03

Inspect columns and card content

Confirm Research, Review and Ready appear as intended and that representative entries are in the right groups. Add an entry from a column’s + Add entry control when its stage should be set through that column context.

04

Verify changes in the underlying data

Drag a test initiative between columns and inspect its Stage value back in Table layout. Save the intended view configuration. Agree on who can change stages and what each one means before using the board for a team review.

Common mistakes

Creating a second stage vocabulary in the view

Board columns come from the selected tag field. Keep that shared field’s meanings consistent instead of maintaining a separate visual convention.

Sources and verification

Based on product documentation checked on 2026-11-04. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.

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