Views

A view is a saved way of looking at the same items. Views are saved configurations of filters, sorting, and grouping — switching a view never moves or duplicates your data; it only changes how you see it.

Available view types

View	Best for
List	A simple, scannable, groupable list of items.
Board (Kanban)	Dragging items between columns (usually by status).
Timeline / Gantt	Scheduling by start/due dates, with dependencies and milestones.
Calendar	Seeing items by date on a monthly or weekly grid.
Table	A dense, spreadsheet-style grid of all fields and custom columns.
Workload	Team capacity — who is over- or under-loaded.
Chart	Visual summaries (counts, breakdowns) of the underlying items.

Switching views

Views are switchable per project over the same data. Because a view is just a saved configuration, you can keep several views on one project — for example a Board by status for daily standup and a Timeline by due date for planning — and switch between them without any data migration.

Saving a view

A saved view captures:

• Filters — which items are included (status, assignee, custom field values, saved-filter queries).
• Sort — the order items appear in.
• Grouping — how items are bucketed (by status, assignee, priority, or any custom field).

Save a view to reuse it, and share it with your team so everyone looks at work the same way.

Board view in real time

The Board view supports live drag-and-drop. When several agents are on the same board, moves are coordinated so ordering stays consistent and no update is lost, and you can see who else is present.

Calendar view

The Calendar view lays items out on a date grid so you can see what is due, scheduled, or happening at a glance. It offers three zoom levels:

• Month — a full monthly grid, best for spotting clusters and gaps across weeks.
• Week — a seven-day spread for the current week's commitments.
• Day — a single day, for a focused look at everything landing on one date.

What appears on the calendar:

• Date-based project tasks — tasks placed by their start/due dates.
• Scheduled facility work orders — work orders with a scheduled date, including recurring preventive-maintenance events generated from PM templates. Each occurrence shows on the date it falls due. See Facilities for how work-order scheduling and preventive-maintenance recurrence are configured.

The same filters that power other views apply here — narrow by status, assignee, priority, or custom fields so the grid shows only the work you care about.

Calendar vs. Timeline (Gantt)

Both are date-aware, but they answer different questions:

• Calendar answers "what is happening on a given day, week, or month?" — each item sits on its date in a grid, making it easy to read a daily or weekly workload.
• Timeline / Gantt answers "how do items span and depend on each other over time?" — items are drawn as bars across a horizontal axis, showing duration, overlap, dependencies, and milestones.

Use Calendar for date-at-a-glance scheduling and Timeline for span-and-dependency planning.

Workload view

The Workload view maps assigned items against capacity so you can rebalance before someone is overloaded. It reads the same assignee and effort data used elsewhere, including time tracking estimates.

Tips

• Start from a template so a new project already has useful views.
• Use saved filters to power both views and dashboard widgets consistently.
• Keep statuses meaningful — Board and Chart views depend on them.