Kanban: Saving Views

Steps to Save Views

  1. Start at the 'Projects' tab, your central hub for managing work.

  2. Enter your selected Workspace, the core of your project collaborations.

  3. Open the Kanban board (click β€˜Kanban’).

  4. Apply Filters to customize your view and focus on what matters most.

  5. Click 'Save view' to preserve your tailored perspective for quick and easy access in the future.

No More Cumbersome Kanbans:

Setting filters on your Kanban board shouldn't be a never-ending game of hide and seek. That's why we introduced the 'Save as View' feature, your cheat code to efficiency. Here's why it's so valuable:

Tailored Perspectives:

  • Example: Filter your board by assignee, status, priority, label, and more.

  • Save your customized view for quick access without reapplying filters every time.

Simplified Workload Management:

  • Example: As a manager, group tasks by the assignee to monitor each team member's workload visually.

  • Avoid time-consuming check-ins and easily understand task distribution.

Instant Focus on Critical Tasks:

  • Example: As an employee, group tasks by priority and save a view for 'ASAP' tasks.

  • Quickly access your most urgent tasks without searching through emails or sticky notes.

The 'Save as View' feature is your personal assistant for creating customized views that meet your specific needs. It's designed to make your work easier, increase efficiency, and streamline task management.

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