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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