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Custom Views

Save and reuse custom filter configurations for task lists, employee lists, and other data views.

Overview​

Custom views allow users to save frequently used filter, sort, and group configurations for quick access. Each view stores the exact state of filters and column visibility.

Available View Types​

View TypeApplies To
KanbanTasks by status
SprintSprint task boards
ListTable views
GridCard-based layouts

Creating a View​

  1. Configure filters, sorting, and grouping as desired
  2. Click Save View
  3. Name the view
  4. The view appears in the sidebar for quick access

View Configuration​

Each view stores:

SettingDescription
FiltersActive filter criteria
Sort OrderColumn sort direction
Column LayoutVisible columns
Group ByGrouping criteria