Personalize List, Gantt and Kanban display for CWM Boards

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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.

    Before you begin

    Create a Board in CWM.

    Role required: sn_cwm.cwm_user

    Procedure

    1. Navigate to Workspaces > Collaborative Work Management.
    2. From a Space, select a Board that you want to personalize.
    3. Select List, Gantt, or Kanban for the Board and select the Personalize icon (Personalize List and Gantt views.).
    4. Update the display of the view on the Board or hide views.
      ChoiceOptions
      Personalize List and Gantt
      • Rearrange the order of the columns.
      • Show or hide the columns in the view.

      Personalize List and Gantt views.
      Personalize Kanban

      Change the vertical categorization of task cards using the Vertical lane field.

      Personalize Kanban vertical lane.
      Show or hide views
      Show or hide the Board views from the Views tab of the Personalize side panel.
      Show/Hide views in CWM Board.
    5. For List and Gantt, use column actions (Column actions icon.) such as pinning a column to the left of the grid, filtering the data from a column, and resetting the column size to default.

    What to do next

    After changing the way data is displayed on your Board, you have the option of saving it as a personal view for your reference or a shared view for your team or stakeholders. For more information, see Board views in CWM.