A board can quickly become busy with lots of cards, columns and filters. With a view, you can save a specific combination of filters, sorting and settings under a name of your choice. This makes it easy to switch between different ways of viewing the same planning.
Each view is personal by default. If you want to share a view with colleagues, you can decide who has access and how much freedom they have.
What is a view?
The tabs at the top of a board are all views of the same underlying data. You are always working with the same cards and columns, but you can view, filter, sort or group them in different ways.
A view can be personal or shared:
Personal — only you have access to the view.
Shared — the view is available to other users you have selected.
Managing views
Click the pencil icon to open the Manage views menu. From here, you can create new views, manage existing views and determine which views are visible in the bar at the top of your board.
At the top of the menu, you will see three tabs:
New view
Use New view to create a new view. Here, you choose the type of view and give it a name.
My views
Under My views, you will see the views you have created yourself or added to your own views.
For each view, you can see the type, owner and various icons indicating whether the view is shared, protected or required, for example. Use the toggle on the right to determine whether the view is visible in the bar at the top of your board.
Using the three dots menu, you can, depending on your permissions, edit or delete a view, or remove it from your own views.
View library
The View library contains the views that have been shared with you. These can be views shared with everyone, a specific role or specific users, for example.
If you are not yet using a view, you can add it to your own views using Add. It will then also appear under My views, allowing you to open it from your tab bar. A view you have already added is marked with the Added label.
Adding a view
You can add a new view from Manage views.
Click the pencil icon for Manage views.
Select the New view tab.
Give the view a name and choose the type: List, Kanban, Calendar, Timeline or Analytics.
Set the filters, sorting, columns and other settings as you want to use them.
Click Save.
The new view will then appear in your bar.
Tip
You can change the order of the views in your tab bar by dragging the tabs to the desired position.
Sharing a view
If you are the owner of a view and have sufficient permissions, you can share a view with other users.
Open Manage views using the pencil icon and go to My views.
Open the view settings using the three dots and select Edit.
Go to the Access section.
Choose who you want to share the view with.
Click Save.
You can combine multiple options:
Everyone on the board
One or more roles, such as Manager, Organiser, Member and/or Guest
Specific users by searching for and selecting colleagues
Users with the Admin role always have access to a shared view, even if they have not been selected individually.
Rechten aanpassen, beschermen en forceren
Bij het delen van een weergave kun je met een aantal instellingen bepalen hoeveel vrijheid andere gebruikers krijgen: Rechten aanpassen, Bescherm weergave en Forceren.
Rechten aanpassen
Hiermee stel je in welke gegevens aangepast kunnen worden door gebruikers met wie je de weergave deelt. Je kunt hier kiezen uit filters, voorkeuren en kolommen. Vink aan welke gegevens andere gebruikers mogen wijzigen.
Bescherm weergave
Heb je hierboven één of meerdere gegevens aangevinkt die aangepast mogen worden, dan kun je met deze optie ervoor zorgen dat deze wijzigingen bij de andere gebruikers worden opgeslagen. Zet je de optie 'Bescherm weergave' aan, dan worden de wijzigingen in filters, voorkeuren en/of kolommen die andere gebruikers doen in de gedeelde weergave, niet opgeslagen. Zij kunnen de gegevens aanpassen, maar vernieuwen ze de pagina, dan wordt deze teruggezet naar het origineel. Wijzigingen die de maker van de weergave doet, worden dan altijd doorgezet naar de gebruikers met wie de weergave gedeeld is. Staat de optie 'Bescherm origineel' uit, dan kunnen zij de gedeelde weergave aanpassen en worden deze wijzigingen bij zichzelf opgeslagen.
Let op
Heb je Bescherm weergave aan, dan worden dus alle wijzigingen die jij als eigenaar doet in de filters, voorkeuren of kolommen, doorgezet naar alle gebruikers die gebruik maken van deze gedeelde weergave. Heb je Bescherm weergave uit, dan wordt er een kopie gemaakt van de weergave, waardoor de gebruikers deze zelf kunnen aanpassen, en worden wijzigingen van de eigenaar niet doorgezet.
Weergave forceren
Met Forceren zorg je ervoor dat een gedeelde weergave automatisch in de tabbalk van de geselecteerde gebruikers staat. Zij kunnen deze weergave vervolgens niet zelf verwijderen.
Een weergave kan alleen worden geforceerd wanneer Beschermen is ingeschakeld. Zo voorkom je dat je een vaste weergave oplegt waarvan gebruikers vervolgens zelf de instellingen kunnen aanpassen.
Let op
Zet je de Toegang van een gedeelde weergave terug naar Privé, dan wordt de gedeelde weergave direct verwijderd bij de gebruikers waarmee deze was gedeeld. Een gebruiker die de weergave eerder al aan zijn eigen weergaven heeft toegevoegd, behoudt zijn eigen exemplaar.
Adjusting permissions, protecting and forcing a view
When sharing a view, you can use several settings to determine how much freedom other users have: Adjust permissions, Protect view and Force.
Adjust permissions
This allows you to determine which data can be changed by users you share the view with. You can choose from filters, preferences and columns. Select which data other users are allowed to change.
Protect view
If you have selected one or more types of data that users are allowed to change, you can use this option to determine whether these changes are saved for other users.
If Protect view is enabled, changes made by other users to filters, preferences and/or columns in the shared view are not saved. They can change the data, but when they refresh the page, it will revert to the original settings. Changes made by the owner of the view are always applied to the users the view is shared with.
If Protect view is disabled, users can modify the shared view and these changes are saved to their own copy.
Note
When Protect view is enabled, all changes you make as the owner to filters, preferences or columns are applied to all users who use this shared view. When Protect view is disabled, a copy of the view is created, allowing users to customize it themselves. Changes made by the owner are then not applied to their copy.
Force view
With Force, you can make sure that a shared view automatically appears in the tab bar of the selected users. They cannot remove this view themselves.
A view can only be forced when Protect is enabled. This prevents you from imposing a fixed view while still allowing users to change its settings themselves.
Note
If you change the Access of a shared view back to Private, the shared view is immediately removed from the users it was shared with. A user who had already added the view to their own views will keep their own copy.
When someone shares a view with you
When someone shares a view with you, you can find it in the View library.
There are two situations:
Required view
A required view automatically appears in your tab bar. You cannot remove or disable it yourself.
If the view is also protected, you cannot change its settings. Only the owner can modify the view.
Shared view
A shared but non-required view can be found in the View library. You can add it to your own views using Add.
After adding it, the view will appear under My views. You can then use and customize your own copy without changing the original shared view owned by the person who shared it.
If you no longer want to use the view, you can select Remove from my views from the three dots menu.
Enabling or disabling a view
You do not have to delete a view if you temporarily do not want to use it. From My views, you can easily enable or disable views.
Open Manage views.
Go to My views.
Use the toggle next to the desired view.
If you disable a view, it disappears from your bar, but the view itself is preserved. If you enable it again later, all settings will still be exactly as you left them.
A required (forced) view cannot be disabled by the user. Only the owner can do this by no longer forcing the view or by changing its access settings.
Recognizing the icons
In the view list, you will see several icons. These allow you to see at a glance which settings apply to a view.
Shield — the view is protected. Only the owner can change the settings.
Lock — the view is protected and required. The view is fixed in the tab bar and cannot be changed or removed.
Share icon — the view is shared with other users.
Copy icon — you are using your own copy of a view that was originally shared by someone else.
Deleting a view
If you want to permanently delete a view, you can do so using the three dots menu next to the view.
If the owner deletes a shared view from the View library, the view is deleted for all users it was shared with.
If you do not want to display a view temporarily but do not want to delete it permanently, use the toggle to disable the view. The view will be preserved and can be enabled again later.