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What are Views?

Views are custom filters that let you create personalized views of cards across your workspace. They help you focus on specific work items that matter to you, regardless of which board or space they’re in.

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Creating a View

There are several ways to create a new View:

  1. From the sidebar – click the ’+’ button in the Views section of your sidebar
  2. From a board – when applying a filter to a board, click the ‘Save’ button to save the current filter as a new View
  3. From search – use the search bar to find cards, then save your search as a View

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Filtering Options

Views support a wide range of filtering options to help you find exactly what you need:

  • Space – filter cards by the space they belong to
  • Boards – filter cards by specific boards
  • Status – filter cards by their current workflow status (e.g., To do, In progress, Done)
  • Title – search for cards by their title text
  • Assignees – filter cards by assigned team members
  • Owner – filter by the card’s owner (the person responsible for the card)
  • Creator – filter by the person who created the card
  • Tags – filter cards by tags applied to them
  • Project is… – filter cards that are part of a specific project
  • Parent card… – filter cards by their parent card relationship
  • Card is parent – show cards that are parent cards to others
  • Card is child – show cards that are child cards of another card
  • Card is related – show cards that are related to other cards
  • Due date – filter cards by their due date
  • Created date – filter cards by when they were created
  • Updated date – filter cards by when they were last updated
  • Links – filter cards that have specific links or references
  • Priority – filter cards by their priority level
  • Estimate – filter cards by their effort or time estimate

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Organizing Views

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Sorting Options

You can sort cards in a View by the following options:

  • Last created – newest cards appear first
  • Earliest due date – cards with the soonest due dates appear first
  • Last updated – most recently updated cards appear first
  • Highest priority – cards with the highest priority appear first
  • Largest estimate – cards with the largest effort or time estimate appear first
  • Status – cards are sorted by their workflow status

You can also reset the order to the default at any time.

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Managing Views

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Favorites

Add any View to your favorites section in the sidebar for quick access. This is especially useful for views you use frequently.

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Sharing Views

Views can be shared with your team, making it easy to collaborate on specific sets of work items. You can:

  • Make a View public or private
  • Share the View with specific team members
  • Add the View to a space for team-wide access

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Editing and Deleting

  • Edit a View at any time by clicking the ‘Edit’ button
  • Delete a View using the 3-dot menu (requires confirmation)
  • Reset a View to its default settings

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Keyboard Navigation

Views support keyboard shortcuts for efficient navigation:

  • Use arrow keys (↑↓) to select cards
  • Press Enter to open the selected card
  • Press Esc to close the card and return to the View
  • Use keyboard shortcuts for common actions like assigning (A), changing status (S), or adding tags (T)

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Best Practices

  • Create Views for common work patterns (e.g., “My Active Tasks”, “High Priority Items”)
  • Use Views to track cross-team initiatives
  • Combine Views with favorites for quick access to important work
  • Regularly review and update your Views to keep them relevant

For more information about filtering and organizing cards, check out our Boards documentation.