Board views in CWM

  • Release version: Xanadu
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Board views in CWM

    Board views in Collaborative Work Management (CWM) enable you to create, customize, and switch between different display preferences on Boards. These preferences include column display, sorting, filtering, view modes (List, Gantt, Kanban), and Kanban lane selections. Board views help tailor the user experience based on the audience and purpose, improving efficiency and consistency across sessions and teams.

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    Key Features

    • Save Preferences: Save your preferred Board display settings as personal or shared views, which include layout, sorting, filters, and view modes.
    • Personal Views (“My views”): These are unique to each user, allowing multiple personal views to support different workflows. Existing personal settings prior to upgrading are preserved automatically.
    • Shared Views: Accessible to all Board or Space members, enabling creation of multiple views tailored to different audiences. Shared views cannot be created in personal Spaces. When saving Boards as templates, shared views are included.
    • View Modes: Seamlessly switch between List, Gantt, and Kanban views to manage tasks flexibly according to workflow needs.
    • View Management: Modify, update, or delete custom personal and shared views to keep Board displays aligned with evolving team processes.
    • User Preference Persistence: The last visited view is saved and automatically loaded on subsequent Board visits for a personalized experience.

    Benefits for ServiceNow Customers

    • Enhanced Collaboration: Shared views ensure all team members have a consistent, tailored view of data, supporting aligned workflows and communication.
    • Increased Efficiency: Quickly switch between saved views without manual reconfiguration, saving time and reducing errors.
    • Customizability: Multiple personal and shared views allow adaptation to diverse roles and audiences within your organization.
    • Flexibility: The ability to change view preferences anytime helps accommodate changing business processes and team requirements.

    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.