Creating Custom Views

What is it?

Custom views give team members the freedom to focus on the tasks that matter most. Whether you’re an admin looking to oversee their team’s progress or a member looking to see all their tasks from all associated boards, Any.do’s custom views are here to help you narrow down your focus. From the privacy of your personal space (with no access to other team members), you can create as many custom views as you need to optimize your workflow and make sure everything gets done – on time. 

Who has access?

How does it work?

  • There are 3 ways in which users can organize their custom views:
    • By people – choosing what tasks to view by their assignee. 
    • By due date – choosing what tasks to view by a specific time frame.
    • By boards & sections – choosing what tasks to view by specific sections within specific boards. 
  • You can customize the view by reordering its sections. 
  • You can edit tasks straight from the custom view.
  • The custom view is private and no other members have access to that view.
  • New tasks added to the board or section selected will be added to the custom view.

Note: At this time there is no option to edit the view type/sections/boards after the initial creation. 


To create a custom view organized by people

✔️ Web/ Windows/ Mac

  1. Press the Gary “+ Create a view” from the left menu under the “All my tasks” view.
  2. Select “People”.
  3. Select the board/boards you would like to view by the assignee (You can use the select all option as well).
  4. Press “Create”.

Note: There is no option to drag and drop tasks and there is no option to edit the view’s selection(s) after the initial creation. You can always delete it and create a new view as needed. 

 


To create a custom view organized by due dates

✔️ Web/ Windows/ Mac

  1. Press the Gary “+ Create a view” from the left menu under the “All my tasks” view.
  2. Select “Due Date”.
  3. Select the board/boards you would like to view by due dates (You can use the select all option as well).
  4. Press “Create”.

Note: There is no option to drag and drop tasks and there is no option to edit the view’s selection(s) after the initial creation. You can always delete it and create a new view as needed. 

 


To create a custom view organized by boards & sections

✔️ Web/ Windows/ Mac

  1. Press the Gary “+ Create a view” from the left menu under the “All my tasks” view.
  2. Select “Due Date”.
  3. Select the board/boards you would like to view by Boards & Sections (You can use the select all option as well).
  4. Press “Create”.

Note: There is no option to drag and drop tasks and there is no option to edit the view’s selection(s) after the initial creation. You can always delete it and create a new view as needed. 

 


To update sections/ tasks in a custom view

✔️ Web/ Windows/ Mac

  1. You can drag and drop sections in the order you want.
  2. You can open a task and edit or archive it and the changes will be made on the board as well.

Note: If you are a viewer of a board that you added to the custom view the tasks can’t be edited by you. Tasks also cannot be dragged and dropped within a custom view as this time. 


To filter a custom view by assignee

✔️ Web/ Windows/ Mac

  1. Open the custom view.
  2. Press on the picture/ icon of the member you would only want to see tasks assigned to them in the view. Or you can also select the unassigned icon. 

Note: To reset the filter press the “Reset filter” or press the picture/ icon of the member. 


To rename a custom view

✔️ Web/ Windows/ Mac

  1. Open the custom view.
  2. Press the view name and type in the new name. 

To delete a custom view

✔️ Web/ Windows/ Mac

  1. Open the custom view.
  2. Press the 3-dots menu.
  3. Press Delete. 

Note: Deleting the view will not delete the tasks under it, they will stay in the board. If you delete a task from the view it will delete it from the board as well. 


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