Board views in CWM

Create, customize, and switch seamlessly between Board display preferences such as column display, sorting, and filtering based on the audience and purpose in Collaborative Work Management (CWM).

With Board views, you can save your preferred data views or create shared views to ensure a consistent experience across sessions and for the entire team. Saved preferences include column display, column order, sorting, filters, view mode display, Kanban vertical lane selection.

You can create multiple views for Board display personalization and come back to the view of your choice, without having to rearrange columns on the Board every time. The following are some more advantages of Board views:

• Save Board display preferences as personal or shared views.
• Create shared views for the team so that all the team members consuming the data have the same experience.
• Create multiple views for the same Board so that you can display data in a way that is fit for your audience.
• Quickly switch between views to avoid manually updating display preferences each time the audience is changed.
• Update the view preferences anytime to adapt to changing processes.

Board views in CWM can be classified as personal and shared:

My views

The Board display settings that are personal to you and are only available for you to access are grouped into My views. You can create multiple personal views and switch between them depending on your workflow patterns.

Any display personalization settings that you have already applied to your Boards before upgrading to CWM version 4.0.1 are saved as your personal view, with the name <Your name>'s view.

Shared views

Shared views are available to all members that have access to the Board or Space. You can create multiple shared views for a Board so that each type of audience has a view that is customized for them.

Note:

Shared views cannot be created in My Space because it's your personal Space.

When you save a Board with shared views as a template, the shared views are also saved as part of the template. For more information on templates, see Templates in CWM for Boards and Docs.

The view that you last visited for a Board is saved as your user preference and is selected the next time you reload the Board.

Use the following sections to learn more on how to make the most out of Board views and their customizations for your team.

• List, Gantt, and Kanban views in CWM
  Switch between List, Gantt, and Kanban views to manage and visualize work on a CWM Board in the way that best fits your team's workflow.
• Create a custom view for CWM Boards
  Modify Board display preferences and save them as custom personal or shared views that suit the working preferences for you and your team members in Collaborative Work Management (CWM).
• Update a CWM Board view
  Modify the display preferences of your Collaborative Work Management (CWM)Boards and update the existing personal or shared views.
• Delete a custom CWM Board view
  Delete the custom personal or shared views for your CWM Boards and keep your Board views current for your workflow.