The list view is perhaps the most versatile view of vPlan. The simplicity of displaying your planning in rows, columns and cells allows you to completely customize the planning. The list view is suitable for planning, executing your planning, but most importantly, information analysis.
Everything you enter into vPlan can be displayed in list view. You can even add Excel-based formulas. In this article we explain from A to Z how to get more out of vPlan with the list view.

To get everything out of the list view, it is wise to first learn about the main functions that make up this view. The filters, flexible columns and sorting by columns features allow you to organize and view your large collection of plan data. Then you can choose to add formulas or export your data. In the sections below you will read a brief explanation of the important functions.

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If you're not using the list view yet, you can select it at the top of vPlan's menu bar or add a new view by clicking on the plus icon.

Give your view a name and save it. You can now proceed to the next step.
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All views of vPlan work with certain elements by which your planning is organized. These are: stages, statuses, resources, groups, collections. As in other views, you can also display and classify the planning by elements in the list. The buttons for this can be found at the top right of the page:
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Just click through these views to see how vPlan organizes your planning at the level of stages, resources, statuses, etc. Choose an overview that best fits your situation and desire to start with.
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To get order in all your planning data, it is important to first choose the period for which you want to see the data. At the top left of the list view you will see a number of default periods to choose from. The default periods are Day, Week, Month and Year.
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You can also choose your own period. For example, if you want to see all cards from the past two weeks, or from a quarter, or maybe you want to see your entire plan history. Choosing your own time period is done with the filter function of vPlan. You can read more about this at: How can I set my own time period in my planning board?
Once you have selected a time period you will only see cards that are planned in that time period.
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After choosing a period it is useful to further manipulate the results within the chosen period. You can do this with the filter function of vPlan. At the top right of the list you can find the filter function in the form of a funnel icon.

You can filter on the following data in your planning:

You can combine filters. For example, you can filter on all cards from the 'Work preparation' stage. In addition, you can indicate that within that stage you only want to see cards with the status 'In progress'. This already gives you a much more specific part of your planning. Within that set of data you can filter again by filtering on labels. In the end you are looking at a specific filtered part of your planning. For example, the planning of "work preparation" that you are "working on" that has the label "urgent" assigned to it.
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This is just one example. The possibilities are very extensive and very dependent on how you use and set up vPlan.

Once you have the desired part of your planning on your screen with filters, it is time to determine what information should be visible from the cards. All cards are displayed vertically in rows.
Horizontally you will see a number of columns with information about those cards. You can endlessly expand the number of columns with information from the cards. Additional fields, date fields, order information, checklists. Anything found in a card can be included as a column.
To add a column of information, click on this icon in the top right corner of the page:

A pop-up window will appear where you can check (in the left column) which information you want to add to the list as a column. On the right side, you can drag the active columns in the correct order with your mouse.
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Once you have added the desired information from your cards as a column in the list, you can also sort the list by one of the columns. To sort your list by a column simply click on the name of the column. When you do this you will see that the name of the column gets a purple shading and an arrow indicating the direction the column is sorted.
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If you click on the column name a second time the direction of sorting is reversed. If you click on the column for the third time then the sorting is switched off again and returned to the original sorting.

As explained in the chapter Adding information in columns, you can add all information from your planning as a column to your list view. This not only gives you a quick overview of all the information, but also allows you to add or change this information at lightning speed. This works with columns that show the start and end date of the card, the status, labels, resources and all custom fields from your cards.
Simply clicking on the field below the column opens the field to be filled in. Saving is not necessary. As soon as you leave the field the data is automatically saved by vPlan.

Depending on the column, the operation may be different when you click on it. If you click on the arrow next to a status, vPlan immediately changes the status to the next one. If you click on a text field, an input field appears in which you can type text. And if you click on a resource field then a menu appears where you can assign a resource to a card.
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Google Maps can be used in cards with the custom field Address. You can easily add an address field to the layout of your planboard. See also: Planboard settings - custom fields.
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With our integration with Google Places Autocomplete, you can search at lightning speed. Enter a city, zip code or company name and you will automatically be presented with address options. Select the address you want to go to and the address is captured in vPlan.
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In the list view, you'll see the map button at the top right: . If you click this, Google Maps will expand in vPlan. This way you can see at a glance what the locations of your planned assignments are.
Each address marker or "drop" on the map represents an address entered in your vPlan cards. The color of the address marker corresponds to the color of the status of your card.
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Below are some tips on navigating and customizing the map:

When you have two or more addresses visible on your Google Maps you will see the Get route button appear. When only one location is visible within your chosen filter and list view, you logically cannot make a route calculation.
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Based on the current order of the planned cards, a route calculation is made. So the card with the highest position on your planboard is the starting point, and the route calculation goes from the starting point in order to the underlying cards. So this does not have to be the ideal route initially.

The vPlan Google Maps automatically detects if a better route can be calculated. The Optimize route button automatically becomes visible if this is the case.
When you click it, a recalculation is done on the map based on the ideal route of all the locations present.
The Optimize route button has now changed to the Save new rank button.
Do you agree with the new route? Then click the Save new rank button. vPlan puts all the cards in order of the route calculated by Google Maps.
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When your colleagues log into the vPlan app, they can immediately see at which location they are expected first. Through the app, they can then immediately start the navigation by pressing the address.

You can also export the result of your set list view with filters, columns and sorting to an Excel file. Your selection of plan data is then put 1 on 1 in an Excel file and offered for download. To export to Excel click on the export icon in the top right of the list view.
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