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.

Ordinary task lists and boards hide the Triage status by default. Review that work in the Triage inbox. To see it in a regular list, turn on Show Triage tasks in display options, or save a View that explicitly includes that status.

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.
  • When a filter uses a data selector, search for a value by entering a keyword in the selector. You can still browse values one by one. Search only locates values in the current visible scope; it does not expand Organization, Space, project, or permission boundaries.
  • Display mode. Display mode is stored per View. Opening a View uses that View's board, list, or table setting instead of the previous View's display mode. The mode is kept for the next visit only after a save succeeds.
  • 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.

Board

Boards group tasks into columns by status or another field. Right-click a board card (or use the Menu key / Shift+F10) to open the card menu, including open task, open in a new tab, copy link, copy task ID, and change status. This is separate from the view-chip context menu.

When columns extend beyond the visible area, move the pointer to the empty space between columns and drag left or right to pan across the board. Horizontal trackpad gestures remain available. On macOS or with a Magic Mouse, the scrollbar may hide automatically, so do not rely on the scrollbar alone. Dragging the empty space browses the board; it does not move Task cards.

Arrange and hide columns

On a board grouped into columns you can arrange the columns yourself. Open Display settings on the board and use Group ordering on the Grouping row:

  • drag an item to change its order, or use the keyboard; the board updates as soon as you change the order;
  • hide or show each column individually, and use Restore default order to go back to the default;
  • at least one column stays visible; hiding the last one is refused with a notice.

Hiding a column does not lose, duplicate, or move tasks into another column. A task keeps its own column, returns to the same position when you show the column again, and keeps its collapsed state and any nested grouping.

This layout is saved per board and per person: it stays the same after a refresh, when you come back later, and on another device. It does not change the filters saved in the View or the board other people see.

A board can also group by a second level into rows. Once you set Sub-grouping, Row ordering offers the same actions for rows: reorder, hide, and restore the default. When you change or clear the grouping, the board recalculates from the current grouping rules and does not keep a broken column layout.

Remembered display settings and team defaults

A board's display settings — grouping, group ordering and hidden columns, sort, card properties, and the rest — are saved for your account. They stay the same after a refresh, when you come back to the board, and when you open display settings again. They are kept separately for each Space and board, including All Tasks, each Space's board, and saved Views, so changing one board never changes another.

  • A dot appears on the Display settings button when your settings differ from the current default. It disappears when you have no personal changes, or after you reset.
  • Reset clears your personal settings for that board and follows the team default; when no team default has been published, it follows the built-in default.
  • Set default for everyone publishes the current display settings as that board's team default, so anyone without personal settings sees them. On a Space board this needs a Space admin; on a saved View it needs the View owner or an Organization admin, and a Personal View does not offer it at all. The button is unavailable while your settings already match the default.

Display settings resolve in this order: your personal settings → the team default → the built-in default. A team default published later never overwrites someone who already changed their own settings; they pick it up only after they reset.

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. Multi-select filter values are shown with checkboxes so you can tell that several values may be selected at once.

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. Right-click a view chip, or a view folded into More, to open that view's menu.

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 option counts use all tasks in the current board or list scope. They are not reduced by other filters already applied, so you can still see the true count for unselected values of the same field. The filtered result and saved View format do not change.

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.

Personal ordering and pinning in All Tasks

In All Tasks, you can manage the task Views for your own workspace:

  • drag your Personal Views to change their order;
  • pin or unpin a Personal View. Pinned Views appear before unpinned Views;
  • on a narrow layout, Views that do not fit move into the more menu, where you can still switch and reorder them.

This is a preference for you, in the current Space and task-list surface. It does not change the View itself, the configuration of a Space-visible View, or the order shown to anyone else. Pinning is also separate from Favorite: Favorite creates a sidebar shortcut, while pinning controls the View order in All Tasks.

Space-configured task-type filters are not Personal Views. They keep the Space's configured order and cannot be reordered by dragging. Dragging a Personal View does not pin or unpin it; use the View menu for that action.

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.