Custom views in projects

Within a project, you can create your own custom views in various areas. This allows you to save not only filters or sorting, but depending on the area also the display, visible information, or additional display options.

Which settings are saved depends on the respective project area. A view in the List therefore contains different settings than, for example, a view in the Timeline, in Gantt, or in Workload.

Create a view in a project

The basic principle is the same in all supported project areas:

1. Open the desired project area, for example List, Board, Timeline, or Gantt.
2. Adjust the display to your requirements.
3. Open View.
4. Select Save as.
5. Enter a meaningful name and save the view.

Which settings become part of the saved view depends on the respective area.

Views in the Overview

In the Overview, a view mainly consists of the selection and arrangement of the widgets used.

Use Customize to define which widgets are displayed in the overview. There, you can add additional widgets or hide widgets that are not needed.

You can then arrange and adjust the displayed widgets directly in the overview. You can:

• use Customize to add or hide widgets,
• move existing widgets,
• enlarge or reduce widgets.

You can then save the resulting selection and arrangement as a view. This allows you to prepare different overviews for project management, controlling, or operational project work, for example.

Views in the List

The list view offers particularly many options for adapting a view to your own workflow.

The following settings, among others, can be part of a saved view:

• applied filters,
• simple or multi-level sorting,
• the selected grouping,
• displayed columns and their order,
• adjusted column widths,
• pinned columns,
• the selected hierarchy and level settings,
• the hierarchical or flat display of tasks and subtasks.

This allows you to prepare, for example, a compact controlling list with only a few relevant columns or a detailed working view with additional task information.

Views in the Board

The Board can also be adapted to different ways of working using custom views.

The following settings in particular can be saved:

• filters to display only certain tasks,
• the selected sorting within the Board columns,
• the grouping that determines which property is used to divide tasks into columns,
• the display of subtasks and the selected level up to which subtasks should be displayed in the Board.

You can enable the display of subtasks via the three-dot menu of the Board. There, you can also define up to which hierarchy level subtasks should be displayed. This setting is also included when saving the custom view.

This allows you to build a Board by status, priority, responsibility, or another relevant property, for example, while also defining how detailed the task structure should be displayed.

Views in the Timeline

In the Timeline, various timeline settings can be saved in addition to the standard filtering, sorting, and grouping settings.

Possible components of a Timeline view include:

• applied filters,
• sorting,
• grouping,
• the selected time unit and zoom level,
• the display of dependency and connection lines,
• the compressed display of planning elements,
• the Show subtasks option.

This allows you to save, for example, a long-term management view with a broad time scale and a detailed operational view for the next few weeks separately.

Views in Gantt

In Gantt, many settings can be saved in a similar way to the Timeline. In addition, further tabular and visual options are available.

A Gantt view can include the following settings, among others:

• filters,
• sorting,
• grouping,
• displayed columns and their display,
• the selected time unit and zoom level,
• selected color options for the task bars,
• the Only me option to display only tasks that are assigned to you.

This allows you to save, for example, a detailed scheduling view with additional columns and a reduced personal view for your own tasks.

Views in Workload

In Workload, the settings for resource and capacity display can be fully tailored to the respective purpose and then saved as a view.

Saved settings include, for example:

• Filters
  Filter by people or by properties of the associated tasks.
• Date range
  Define which time period should be considered in Workload.
• Display options
  Choose, for example, between daily and weekly aggregation and determine which values are displayed in Workload.
• Groups of people and teams
  Active filters for specific teams or groups of people are included in the view.
• All resources
  The selection of whether all resources or only the currently selected group should be displayed can also be part of the view.

This allows you to prepare, for example, one view for the entire project team and separate views for individual teams, roles, or time periods.

Views in Status

The Status area works similarly to the Overview with freely customizable widgets.

Use Customize to define which widgets are displayed in the Status area. There, you can add additional widgets or hide widgets that are not needed.

You can then arrange and adjust the displayed widgets directly in the Status area. You can:

• use Customize to add or hide widgets,
• move widgets,
• enlarge or reduce widgets.

The finished selection and arrangement can then be saved as a view. This allows you to prepare different Status dashboards for the project team, project management, or management, for example.