Workspace users can view and manage board content using flexible layouts like Kanban, Table, or Calendar. You can also create private custom views to focus on specific boards, sections, assignees, or due dates—just for your own use.
Before getting started, you may want to check:
✅ Who Can Use This Feature?
Free & Premium: ❌ Not available
Family: ✅ Kanban view only
Workspace: ✅ Full access to all views and custom setups
Platforms:
Board Views: Web/Desktop only
Custom Views: Web/Desktop and Mobile
🗂️ Board Display Options (Kanban, Table, Calendar)
You can switch between three board display modes to match your project’s needs:
📌 Kanban View (default)
Visual columns for task progress (To Do, In Progress, Done)
Drag-and-drop interface
Available to both Family and Workspace users
📋 Table View
Spreadsheet-style layout showing task details, assignees, due dates, and custom fields
Ideal for data-heavy workflows
Workspace only
📺 Watch the video: Table View for Workspace Boards
📋 Gantt View
Displays tasks along a timeline, making it easy to see when each task starts, how long it will take, and when it’s due.
Ideal for data-heavy workflows
Workspace only
📅 Calendar View
Visual timeline showing tasks by due date
Includes weekend toggle
Workspace only
📺 Watch the video: Calendar View for Workspace Boards
🖥️ How to Switch Views (Web/Desktop)
Open your board
Click the view icon near the top (default: Kanban)
Select Table, Calendar, or Kanba
☑️ How to Enable Compact View
Compact layout reduces spacing between tasks, making it easier to scan large amounts of information.
Open the board
Click the 3-dot menu in the top right
Select Compact
💡 Compact view is available for Workspace boards only.
🔍 How to Create Custom Views for Board Tasks
Custom views are private filters you can build to track specific sections, people, or due dates across your boards. These views appear in the right side panel of your web/desktop app or through the mobile app's bottom bar in the Home screen.
🎯 Organize by People
Under All My Tasks, click + Create a view
Select People
Choose the boards to include
Click Create
🗓️ Organize by Due Date
Under All My Tasks, click + Create a view
Select Due Date
Choose the boards to include
Click Create
🧩 Organize by Boards & Sections
Under All My Tasks, click + Create a view
Select Boards & Sections
Choose the boards and sections to include
Click Create
✅ Organize by Completed Tasks
Under All My Tasks, click + Create a view
Select Completed Tasks
Choose which boards and sections you’d like to include, and select a timeframe.
Click Create
🕰️ Organize by Time Tracking
Under All My Tasks, click + Create a view
Select Time Tracking
Choose which boards and sections you’d like to include, and select a timeframe.
Click Create
⚙️ Managing Your Custom Views
Editing your custom views can be done via the Web/Desktop apps:
✏️ Rename a View
Open the view and click the name at the top
🛠️ Edit a View
Open the view
Click the 3-dot menu → Edit
❌ Delete a View
Open the view
Click the 3-dot menu → Delete
💡 Deleting a view does not delete your tasks—only the filtered display.
🚫 Limitations and Best Practices
Custom views are private to each user
You cannot drag-and-drop tasks in custom views
Custom views cannot be edited after creation (only renamed or deleted)
If you lose permissions to a board, those tasks will disappear from your custom-view
To filter visible items inside your custom-view:
Click on a member’s icon to filter by assignee
Click Reset Filter to clear your filter
🙋 FAQs
📊 Can I use Table or Calendar views with a Family plan?
📊 Can I use Table or Calendar views with a Family plan?
No. These views are available for Workspace users only. Family plans include Kanban view only.
👁️ Are custom views visible to others?
👁️ Are custom views visible to others?
No. Custom views are completely private and only visible to the user who created them.
🖱️ Why can’t I drag tasks in my custom view?
🖱️ Why can’t I drag tasks in my custom view?
Drag-and-drop is not supported in custom views. You can only rearrange tasks inside the board itself.
🔄 Can I update what a custom view is based on?
🔄 Can I update what a custom view is based on?
No. Once a view is created, you can’t change its boards or structure. You’ll need to delete and recreate it.
💡 What’s the difference between filters and views?
💡 What’s the difference between filters and views?
Filters apply to boards directly (shared or personal)
Views are private dashboards you can create to manage tasks from different boards in one view.
🧭 Where can I find all my custom views?
🧭 Where can I find all my custom views?
In the right side panel of your web/desktop app or through the mobile app's bottom bar in the Home screen.