---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Dashboard, List, Gantt, and Kanban views

# Dashboard, List, Gantt, and Kanban views in CWM {#ariaid-title1}

Release version: Zurich  
Updated August 20, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read  
Switch between Dashboard, List, Gantt, and Kanban views to manage and visualize work on a CWM Board in the way that best fits your team's workflow.

Each CWM Board supports four views: Dashboard, List, Gantt, and Kanban. You can switch between views at any time without losing data. The Dashboard view displays widgets that summarize Board data. List,
Gantt, and Kanban views can each be personalized to show the columns and attributes most relevant to your team. For more information, see [Personalize List, Gantt and Kanban display for CWM Boards](https://www.servicenow.com/docs/yvzMZLssQL~boRZc4FsxuQ "Show, hide, or rearrange columns and apply sorting or filters to personalize the way data is displayed in Collaborative Work Management Boards based on your workflow.").

## Dashboard view {#cwm-board-views__section_cwm_dashboard_view}

The Dashboard view displays widgets that give teams an at-a-glance summary of task progress, priorities, and assignments for the Board. The Dashboard tab is enabled by default for new and existing Boards.

Each Board can have multiple dashboards. Use the dashboard selector in the dashboard header to switch between them. The selector shows the name of the currently selected dashboard and lists the shared dashboards available on the
Board.

Relationship between dashboards and Board views
:
    * The only Dashboard-related setting saved to a Board view is whether the Dashboard tab is shown or hidden. For more information, see [Personalize List, Gantt and Kanban display for CWM Boards](https://www.servicenow.com/docs/yvzMZLssQL~boRZc4FsxuQ "Show, hide, or rearrange columns and apply sorting or filters to personalize the way data is displayed in Collaborative Work Management Boards based on your workflow.").
    * Changes you make within a dashboard, such as adding widgets, are saved to the dashboard, not to the Board view.
    * All Board views, shared and private, display the same dashboard data, unless a specific view has the Dashboard tab turned off.
    {#cwm-board-views__ul_thj_h2s_3kc}

For more information about working with dashboards and widgets, see [Monitor and track work using dashboards in CWM Boards](https://www.servicenow.com/docs/9ZLBIsTwJXH6IBMMYebxiw "The Dashboard view displays a collection of widgets that visualize CWM Board data, giving teams an at-a-glance summary of task progress, priorities, and assignments.").

## List view {#cwm-board-views__section_k2j_x4q_khc}

The List view displays all work items on a Board in a grid format. Use this view to review
the status of work items at a glance, update fields inline, or assign items to team members
quickly. The List view displays up to 1,000 work items by default.

## Gantt view {#cwm-board-views__section_orn_x4q_khc}

The Gantt view displays work items in a grid alongside a calendar timeline, making it easy
to visualize schedules and reschedule items based on changing priorities. The Gantt view
displays up to 1,000 work items by default.

## Kanban view {#cwm-board-views__section_gfr_x4q_khc}

The Kanban view organizes work items into columns and rows based on attributes you choose,
such as State and Assigned to. Vertical lanes
represent one attribute and horizontal swimlanes represent another, giving teams a visual
overview of work distribution and status. Each axis supports up to 50 lanes by default.

Quick filters

:   Use quick filters to focus the Kanban board on a specific sprint, state, or other column attribute. Multiple filters can be active at the same time, and a counter at the top of the board shows the number of active filters.
    For example, use quick filters for sprint-specific information during daily standups or sprint reviews.

    You can save these filters to a Board view of your choice and when you save this Board as a template, these filters get saved in the template.

Work item indicators on Kanban cards

:   Kanban cards display indicators that give teams at-a-glance visibility into scrum tasks and relationships associated with a work item, without opening the item.

    * **Scrum task indicator:** Appears on a story card when the story has one or more scrum tasks. Selecting the indicator opens the right side panel showing the scrum tasks for that story. For more information, see [Scrum tasks for stories in CWM](https://www.servicenow.com/docs/aBFnpcHoDsA1CeVKHFSjxg "Extend your agile workflow in CWM by breaking user stories into scrum tasks. This gives your team the granularity needed to estimate effort, distribute work, and track daily progress through a sprint.").
    * **Relationship indicator:** Appears on a work item card when the item has one or more linked relationships, such as a prerequisite, dependent, or related-to item. Selecting the indicator opens the right side panel showing the related work items and their relationship types. For more information, see [Task dependencies and relationships in CWM](https://www.servicenow.com/docs/CDbfe8frYVO86Qbh9sQX8g "Increase visibility into how work is connected by linking work items directly in Collaborative Work Management (CWM), eliminating the need to track dependencies in spreadsheets or notes fields.").

Kanban card layout options

:   Personalize Kanban cards to surface the information most relevant to your team using
    card layout settings. Select up to five fields to display on each card. Use the
    Compact layout to show only the work item name for a focused view. Use the Full layout
    to show all selected fields for more context directly on the card.

Kanban view with Connected work

:   If the Board includes Connected work items, you can use vertical and horizontal lane
    combinations to group and filter them. For example:

    * Set the vertical lane to State and the horizontal lane to Task type to view all epics grouped by state, then filter to show only epics.
    * Set the vertical lane to Sprint and the horizontal lane to Task type to view connected stories grouped by sprint.
* **[Personalize List, Gantt and Kanban display for CWM Boards](https://www.servicenow.com/docs/yvzMZLssQL~boRZc4FsxuQ)**   
  Show, hide, or rearrange columns and apply sorting or filters to personalize the way data is displayed in Collaborative Work Management Boards based on your workflow.

**Related concepts**   

* [Monitor and track work using dashboards in CWM Boards](https://www.servicenow.com/docs/9ZLBIsTwJXH6IBMMYebxiw "The Dashboard view displays a collection of widgets that visualize CWM Board data, giving teams an at-a-glance summary of task progress, priorities, and assignments.")
* [Scrum tasks for stories in CWM](https://www.servicenow.com/docs/aBFnpcHoDsA1CeVKHFSjxg "Extend your agile workflow in CWM by breaking user stories into scrum tasks. This gives your team the granularity needed to estimate effort, distribute work, and track daily progress through a sprint.")
* [Task dependencies and relationships in CWM](https://www.servicenow.com/docs/CDbfe8frYVO86Qbh9sQX8g "Increase visibility into how work is connected by linking work items directly in Collaborative Work Management (CWM), eliminating the need to track dependencies in spreadsheets or notes fields.")  
**Related tasks**   

* [Personalize List, Gantt and Kanban display for CWM Boards](https://www.servicenow.com/docs/yvzMZLssQL~boRZc4FsxuQ "Show, hide, or rearrange columns and apply sorting or filters to personalize the way data is displayed in Collaborative Work Management Boards based on your workflow.")

