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Board Views

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Table of Contents

  1. Types of views
  2. Create a new view
  3. Card grouping
  4. View filters
  5. Board settings
  6. Change the order of views
  7. Save the changes
  8. Remove a view

Types of views

Views in KanBo may represent a group of ideas, things to remember or the different stages of a workflow. 

There are 8 categories of views:

  • Image 13831  Kanban - A collection of cards grouped horizontally. Additional option is the Kanban Swimlanes, which is two-dimensional grouping (vertical and horizontal) view.
  • Image 13828  List - Vertically oriented way of card grouping. The lists are presented one after another in a column.
  • Image 13830  Table - A way of presenting cards as rows in the table. It can remind you of the Excel spreadsheet.
  • Image 13832  Calendar - This view shows you all cards that have connection with time. You can organize your schedule easily.
  • Image 13819  Gantt chart - A Gantt chart is a bar chart which shows you a project schedule in a highly visual manner. With this functionality, you can set a visual view for all cards which are a part of your project (Board). The cards will be seen in a timeframe view and it’s easy to see their conditions on a present day. Also, the Gantt charts will enable you to see all start and due dates of cards in your Board.
  • Image 13829  Mind map - A graphical representation of the relationships between cards. The most individual and creative way of planning and task arrangement.
  • Image 13833  Analytics - Board Analytics will help you understand what’s happening in a Board and give you an overview of all actions. Analytics insights are updated accordingly to new activities which are happening in a Board.
  • Image 13834  Chat - A place when you can share your thoughts related to the Board with others.
 NOTE   Chat and basic Kanban view will be always created automatically.

How to create a new view?

When a new board is created, standard Kanban view with grouping by statuses and Chat view are already generated. 

1. Press + button to add a new view.

Press + button to add a new view for your Board. This is the last button after view buttons.

2. Select the type of the view and enter a name. Please note that you can add as many views of each kind as you need. You can decide if they are personal or shared. Press Add button.

A window where you can set a name and the type of a view for your new board

Card grouping

Within the selected view you can change the type of card grouping. Check the grouping options depending on the view.

Image 13760

Find what you need with view filters

You can select from many filtering options to adjust the view to your needs. Example below presents how to apply filtering by users from the bar on the top right corner. After that action only cards where the chosen person is assigned to will be shown.

Filtering the board view by users. After selecting user Linda Thomas, we can see only cards of which she is a member.

Board settings

1. To change the general settings of a view open the menu at the view button.

Settings option visible at the drop-down menu opened by pressing three dots on the view button.

You will see the same window that appears when you create a new view. You can change a name and visibilty for others here.

2. Go to display settings if you want to make changes with cards and lists details presenting.

Change the order of views

Drag&drop can be used to change the sequence of the views. The last view will be always the Chat.

Dragging and dropping the mind map view button to change the order of board views

Remember to save the changes

If any modification is applied to an existing view (e.g. filter sorting or hiding the list at Kanban view) you will see the notification about unsaved changes. It appears at the top of the Board.

Notification about unsaved changes with options to save or discard

If you want to keep the changes, select Save option. If you choose to Discard your recent steps, the view will not be overridden with changes.

Remove a view

You can find Delete option when you open drop-down menu at the view button.

Removing a view by selecting Delete option from drop-down view menu.

This action will not delete your cards.

 NOTE  If the Board has only one view, you cannot delete it.

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