Views

See your data the way that works best for you.

Views let you look at the same information in different ways. Create multiple views for different purposes.

Table View

Best when you want to:

  • See all your data at once
  • Edit multiple items quickly
  • Compare items side by side
  • Sort and scan large lists

Click any cell to edit. Drag columns to reorder. Resize columns by dragging their edges.

Board View

Best when you want to:

  • Track progress visually
  • Move items through stages
  • Focus on what's in each status
  • See your workflow at a glance

Drag cards between columns to update their status. Choose which details show on each card.

Best when you want to:

  • Browse items visually
  • See cover images at a glance
  • Skim a collection rather than a list

Choose which properties appear on each card, and how big the cards are.

Calendar View

Best when you want to:

  • See what is due when
  • Reschedule by dragging

Rows are placed on the day of a date property; pick which one under Layout. Dragging a card to another day writes the new date, and Cmd+Z undoes it.

Chart View

Best when you want to:

  • Answer "how many, by what"
  • Compare totals across a category, like open tasks per owner

A chart view draws one vertical bar chart; there is no other chart type to pick. Click Axes to choose what it shows:

  • Group by — the property that makes the bars, one bar per value. A select labels each bar with the option's name.
  • Aggregation — what each bar is worth. Count all counts the rows in each bar, and the caption above the chart says so ("Count all by Owner"). The same list holds Count values, Count unique, Count empty, Count not empty, Percent empty and Percent not empty.
  • Value — appears when you pick Sum, Average, Median, Min, Max or Range, and asks which number property to read.

Bars run from largest to smallest; hover one to see its exact number. The chart counts only the rows its view's filters leave, so a filter such as "Done is not checked" turns a chart of every task into a chart of open work. Filters belong to each view, so add them on the chart view itself.

Formula and rollup properties cannot be an axis yet.

Form View

Best when you want to:

  • Collect entries from other people
  • Add rows without opening the database

Each submission becomes a row.

Filtering

Show only what you need:

  • "Status is In Progress"
  • "Due date is this week"
  • "Assigned to me"

Combine multiple filters to narrow things down.

Sorting

Put items in the order you want:

  • Due date (soonest first)
  • Priority (highest first)
  • Name (A to Z)

Saving a view for everyone

A view's filters, sorts and layout (how a board is grouped, which properties a card shows, the date a calendar uses, a chart's axes) can be saved on the view itself, so the view means the same thing to everyone who opens it.

  • Your changes start out as yours. Add a filter or change a sort and only you see it. The toolbar shows Reset to saved view while you have changes.
  • Save for everyone makes your changes the view's saved settings. Anyone who can edit content in the workspace can do this; everyone else can still filter and sort for themselves.
  • Saving replaces other people's changes. Once a view is saved, everyone sees the saved version the next time they open it, including anyone who had filtered it their own way before.
  • Reset to saved view throws away your changes and shows the saved view. The X is different: it clears every filter, sort and search for you only.

Search, whether the filter bar is open, and column widths are always yours alone.