--- sourceDocument: Brazil Strategic Portfolio Management sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management Release : - brazil ft:locale : - en-US ft:publication_title : - Brazil Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Board views in CWM # Board views in CWM {#ariaid-title1} Release version: Brazil Updated September 10, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Board views in CWM Board views in Collaborative Work Management (CWM) enable ServiceNow customers to create, customize, and seamlessly switch between different display preferences on Boards. These views help tailor column display, sorting, filtering, and view modes such as Kanban lanes to fit various audiences and purposes. By saving these preferences as personal or shared views, teams can maintain consistency across sessions and among team members, improving collaboration and efficiency. Show full answer Show less ## Key Features * **Personal and Shared Views:** * **My views:** Personal display settings saved for individual use. Multiple personal views can be created and switched based on workflow needs. * **Shared views:** Display settings accessible by all board or space members, allowing creation of multiple shared views tailored for different audiences. Note that shared views cannot be created in personal spaces (My Space). * **Saved Preferences:** Includes column display and order, sorting, filters, view mode, and Kanban vertical lane selection. * **View Persistence:** The last visited Board view is saved as a user preference and automatically loaded on subsequent visits. * **Multiple Visualization Modes:** Switch between Dashboard, List, Gantt, and Kanban views to align with team workflow preferences. * **Template Integration:** Shared views are saved as part of Board templates, facilitating standardized setups across teams. ## Key Outcomes * Consistent and personalized Board displays for both individuals and teams, enhancing productivity and reducing repetitive configuration. * Improved collaboration through shared views that ensure all team members see data aligned with their needs. * Flexibility to create and update multiple views for varied audiences and evolving workflows without manual reconfiguration each time. * Ease of maintaining relevant and up-to-date Board views by allowing deletion and modification of custom views as workflows change. 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__ul_ydt_jvq_bdc} 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 \'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](https://www.servicenow.com/docs/SRFl12FC8gwrDEIlb4vMQA "By enabling creation of Boards and Docs from predefined or custom templates, Collaborative Work Management (CWM) helps improve efficiency, save time, and reduce inconsistencies in format."). 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. * **[Dashboard, List, Gantt, and Kanban views in CWM](https://www.servicenow.com/docs/6fPYul8Y1nzXD8q17QzMvQ)** 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. * **[Create a custom view for CWM Boards](https://www.servicenow.com/docs/_vnBcObqk~Q0tqurWlpPvg)** 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](https://www.servicenow.com/docs/obm_hQEWHF6ae50fkFWP6Q)** 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](https://www.servicenow.com/docs/jBdah70IGj7YT7A30wjoNA)** Delete the custom personal or shared views for your CWM Boards and keep your Board views current for your workflow.