> 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/tutorial-working-with-views-list-board-gantt.md).

# Tutorial: Working with Views (List, Board, Gantt)

### Overview

Views shape how lists and boards are reviewed.

This tutorial creates one view, then switches view types.

### Key Concepts

* **View type**: List, Board, or Gantt presentation
* **Save View**: stored configuration for reuse
* **Visibility**: private or shared view access

### How It’s Used

Use this tutorial when starting a new Project.

Use it again when standardizing weekly review views.

### Benefits

* Faster reviews with repeatable layouts
* Cleaner governance through shared views
* Less rework caused by inconsistent filters and columns

### Setup Steps

{% stepper %}
{% step %}

### Open the view selector

1. Open the Project.
2. Navigate to an area with views, such as **Tasks**.
3. Select the current view name.

{% hint style="info" %}
Screenshot placeholder: view selector dropdown showing existing views.
{% endhint %}
{% endstep %}

{% step %}

### Create a new view

1. Select **New view**.
2. Enter a view name aligned to intent.
3. Select **Create**.

{% hint style="info" %}
Screenshot placeholder: new view dialog with name field.
{% endhint %}
{% endstep %}

{% step %}

### Choose a view type

Select a view type based on the workflow.

{% tabs %}
{% tab title="List" %}
Use List for scanning and editing fields quickly.

Next: [Creating and Customizing List Views](/getting-started/creating-and-customizing-list-views.md)
{% endtab %}

{% tab title="Board" %}
Use Board for status-based workflow and drag-and-drop updates.

Next: [Creating and Customizing Board Views](/getting-started/creating-and-customizing-board-views.md)
{% endtab %}

{% tab title="Gantt" %}
Use Gantt for timeline planning and dependency visibility.

Next: [Creating and Customizing Gantt Charts](/getting-started/creating-and-customizing-gantt-charts.md)
{% endtab %}
{% endtabs %}
{% endstep %}

{% step %}

### Customize filters and layout

1. Add one filter, such as `Status != Complete`.
2. Adjust one layout setting, such as columns or grouping.
3. Confirm the list reflects the intent.

{% hint style="info" %}
GIF placeholder: apply a filter, then reorder columns, then clear the filter.
{% endhint %}
{% endstep %}

{% step %}

### Save and share

1. Select **Save view** (or **Save as**).
2. Set visibility to **Team** for shared standards.
3. Keep personal variations as **Private**.

{% hint style="info" %}
Screenshot placeholder: visibility options in the view share modal.
{% endhint %}
{% endstep %}
{% endstepper %}

### Best Practices

* Keep shared views minimal and stable.
* Duplicate a view before major changes.
* Use consistent prefixes, such as `Team —` and `Me —`.

### Summary

Next actions:

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


---

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