Working with Views

Learn how to create, customize, and share List, Board, and Gantt views.

Overview

Views define how data is displayed and reviewed. Views support repeatable reviews without rebuilding filters and columns.

Screenshot placeholder: view selector showing List, Board, and Gantt options.

Key Concepts

• View type: List, Board, or Gantt
• Save View: stored view configuration for repeatable lists
• Visibility: private vs shared (availability varies)

How It’s Used

Use List for dense editing and review. Use Board for workflow reviews. Use Gantt for timelines and sequencing.

Benefits

• Faster daily review through consistent layouts
• Cleaner reporting through standardized filters and columns
• Reduced errors from inconsistent manual filtering

Setup Steps

Start with List views. Add Board and Gantt after List patterns are stable.

Best Practices

• Standardize shared views with predictable naming.
• Limit the number of shared views per Project.
• Use dedicated export views for downloads.

Summary

Core guides:

• Creating and Customizing List Views
• Creating and Customizing Board Views
• Creating and Customizing Gantt Charts
• Filtering and Sorting Data
• Save Views and Templates
• Exporting Data from Views