#Views

A View is a saved task-list configuration in one Space. It stores a name, optional description and icon, filters, and display settings so People can return to the same perspective without rebuilding it.

A View does not copy tasks and does not change task ownership.

#What a View stores

A View can store:

• Filter conditions and groups. Filters and grouping include Crew, in addition to People assignees and the other saved View fields. Filters can also use custom fields, combined with status, priority, assignee, or other conditions; for example, save a View for a particular Fix version.
• Display mode.
• Grouping.
• Sort field and direction.
• Card properties.

The current View model is for tasks. Projects and other entity types are not saved in this View object.

From a task list you can select tasks and bulk-edit status, assignees, labels, Space, priority, or custom fields. Custom-field types, permissions, and required/validation rules match editing a single Task.

#Task-type filters

A task-type filter can be used in a task list spanning multiple Spaces. Task types with the same name are combined into one option; selecting that option matches every underlying task type with that name. Selecting multiple task types is an OR condition, while task type and other filters are combined with AND.

The task-type filter is retained in a copied task-list link and can be saved in a View.

#Space scope

Every View belongs to exactly one Space. Its task list is opened from that Space's Views area, and the saved perspective applies to tasks in that Space.

A View's visibility does not change this ownership boundary. A Space-visible View is shared in its owning Space, not across the entire Organization.

#Personal and Space visibility

Choose one visibility when creating or editing a View:

• Personal: visible only to the View owner.
• Space: visible to People who can access the owning Space.

A View never bypasses Space access. A person who cannot access the Space cannot use its Space-visible Views.

#View ownership

The person who creates a View becomes its owner.

In the current UI:

• A Personal View is managed only by its owner.
• The owner, or an Organization Owner or Admin with access, can edit, delete, and save changes back to a Space-visible View.
• Other viewers can adjust the loaded task list locally but cannot overwrite the View. They can use Create new view… to save their own View from the current configuration.

#Change a View

Opening a View loads its saved filters and display configuration into the current page.

The available actions depend on how you are changing it:

• In Edit mode, use Save to apply the edited View configuration or Cancel to return to the saved configuration.
• In normal viewing mode, additional filters show Clear and a Save menu. Use Save to this view when you are allowed to update the current View, or Create new view… to save the current configuration as a separate View.

Changes are not durable until one of the save actions succeeds.

#Saved filters and temporary filters

When you open a saved View, its filters are the baseline for the task list. Filters you add or change while viewing it are temporary changes until you save them.

Filter options are narrowed by the current View and the other applied conditions, with matching counts to help you choose values that apply to the current scope.

Use Clear to discard temporary filters and return to the saved View. Save to this view persists changes when you can edit the View; Create new view… carries both the View's existing filters and temporary filters into a new configuration.

#Useful View examples

Create Views that answer a repeated question, such as:

• Unfinished tasks assigned to me.
• High-priority Bugs in this Space.
• Tasks waiting for review.
• Unassigned tasks.
• Tasks for a particular Project or label.
• Tasks assigned to Agents and currently blocked.

A clear name and description help other People understand the intended question and any important exclusions.

#Views versus Projects and Sprints

• A View saves how tasks are filtered and displayed.
• A Project groups tasks around an outcome.
• A Sprint groups tasks in a Space-owned time box.

A task can appear in many Views while belonging to at most one Project and one Sprint.

#Favorite, share, or delete a View

Favoriting a View creates a personal shortcut. Copying its link lets another eligible person open the same saved configuration.

Deleting a View removes only the saved configuration and its favorite links. It does not delete or modify any tasks.