> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/getting-started/creating-and-customizing-list-views.md).

# Creating and Customizing List Views

{% columns %}
{% column %}
**What is covered**

* Create a List View
* Pick and reorder columns
* Filter, sort, and group rows
* Save and share Save Views
* Manage views over time
  {% endcolumn %}

{% column %}
**At a glance**

* **Time:** \~5–10 minutes
* **Access:** Project access with view permissions
* **Prerequisites:** a Project with items to display
  {% endcolumn %}
  {% endcolumns %}

### Overview

List Views show Project items in a table. Each view saves its own configuration.

{% hint style="info" %}
Screenshot placeholder: a populated List View table.\
Show rows, columns, and the view name.
{% endhint %}

### Key Concepts

* **Columns**: fields shown in the grid
* **Filters**: rules that narrow the dataset
* **Sorting**: review order inside the dataset
* **Grouping**: collapsible sections based on a field
* **Save View**: stored configuration for repeatable lists

### How It’s Used

Use List Views for dense review and bulk editing. Use Save Views for repeatable triage and review.

### Benefits

* Faster review through stable columns and filters
* Cleaner reporting through consistent configurations

### Setup Steps

#### 1) Create a new List View

Open the Project. Open the view selector at the top. Choose **New view**.

{% hint style="info" %}
Screenshot placeholder: view selector dropdown.\
Highlight the **New view** action.
{% endhint %}

{% stepper %}
{% step %}

#### Name the view

Use a short, scannable name.
{% endstep %}

{% step %}

#### Choose type

Select **List** as the view type.
{% endstep %}

{% step %}

#### Create

Confirm to create the view.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
GIF placeholder: view selector → New view → name → List → Create.\
Keep it under 10 seconds.
{% endhint %}

#### 2) Customize columns

Columns control what can be scanned and sorted.

{% stepper %}
{% step %}

#### Open column settings

Click **Customize** in the toolbar. Or click the **+** in the header row.
{% endstep %}

{% step %}

#### Add or remove fields

Toggle fields on or off. Start with **Assignee**, **Status**, and **Due date**.
{% endstep %}

{% step %}

#### Reorder columns

Drag headers left or right.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Screenshot placeholder: column picker panel.\
Show several fields enabled.
{% endhint %}

{% hint style="info" %}
GIF placeholder: add a column → reorder → remove a column.
{% endhint %}

#### 3) Filter rows

Filters narrow the rows in this view.

{% stepper %}
{% step %}

#### Open filters

Click **Filter** in the toolbar.
{% endstep %}

{% step %}

#### Add a filter

Click **Add filter**. Select a field and a condition.
{% endstep %}

{% step %}

#### Combine filters

Add more filters for a tighter view.
{% endstep %}
{% endstepper %}

Common filters:

* **Assignee** = `<Teammate>`
* **Status** = `In progress`
* **Due date** = `This week`
* **Priority** = `High`

{% hint style="info" %}
Screenshot placeholder: filter builder with 2–3 filters.\
Redact sensitive names.
{% endhint %}

{% hint style="info" %}
GIF placeholder: add a Status filter, then add an Assignee filter.
{% endhint %}

#### 4) Sort rows

Click a column header to sort. Click again to reverse the order.

{% hint style="info" %}
Screenshot placeholder: header with a sort indicator and updated row order.
{% endhint %}

#### 5) Group rows (optional)

Grouping creates collapsible sections. It helps with status reviews and ownership views.

{% stepper %}
{% step %}

#### Turn on grouping

Click **Group** in the toolbar.
{% endstep %}

{% step %}

#### Choose a field

Pick **Status**, **Assignee**, or **Priority**.
{% endstep %}

{% step %}

#### Move items between groups

Dragging an item updates the grouped field.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Screenshot placeholder: view grouped by Status with 3+ groups.
{% endhint %}

{% hint style="info" %}
GIF placeholder: group by Status, then move one item.
{% endhint %}

#### 6) Save, share, and manage views

Most changes save automatically. Some Accounts also support **Save as new view**.

Sharing usually includes:

* **Private** for personal views
* **Team** for shared views

{% hint style="info" %}
Screenshot placeholder: view visibility options or sharing modal.
{% endhint %}

Open the view selector to manage views. Use **Rename**, **Duplicate**, or **Delete**.

{% hint style="warning" %}
Deleting a view is usually permanent. Duplicate first to keep a backup.
{% endhint %}

{% hint style="info" %}
Screenshot placeholder: view menu with Rename, Duplicate, Delete.
{% endhint %}

### Best Practices

* Keep shared views stable and predictable.
* Create personal views for daily triage.
* Group by **Status** for standups.
* Keep columns limited to what is used.

Use consistent names, such as:

* `Team — Weekly review`
* `Tasks — This week`
* `Tasks — Open (Assignee = <Teammate>)`

#### Troubleshooting

<details>

<summary>New view option is not available</summary>

This is usually a permissions issue. Confirm edit access exists in the Project. Ask a Project admin to grant access.

</details>

<details>

<summary>Teammates can’t see a view</summary>

Check the view visibility. Change it from **Private** to **Team**, if available.

</details>

<details>

<summary>Filter or grouping didn’t save</summary>

Confirm edits were applied to the correct view. Some teams lock shared views. Duplicate the view and edit the copy.

</details>

### Summary

Expected outcome:

* Confirm selected columns are visible.
* Confirm filters and sorting are applied.
* Confirm the view appears in the view selector.

{% hint style="info" %}
Screenshot placeholder: final view with columns, filters, and toolbar visible.
{% endhint %}

Related:

* [Filtering and Sorting Data](/getting-started/filtering-and-sorting-data.md)
* [Save Views and Templates](/getting-started/save-views-and-templates.md)
* [Exporting Data from Views](/getting-started/exporting-data-from-views.md)


---

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