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Custom Views and Reports in Any.do Workspace

Build private dashboards that help you see progress, workload, and performance across multiple boards.

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Custom Views help you pull tasks from multiple boards into one simple place. Some Custom Views can also be created as Reports, which summarize activity over a selected timeframe (like completed work and time tracking), without changing the original board.

If you want to change how a single board looks (Kanban, Table, Calendar, Gantt), see: Choosing the Right Board View (Kanban, Table, Calendar, Gantt)


βœ… Who can use this feature

  • Free and Premium: Not available

  • Family: Not available

  • Workspace: Available

Platforms

  • Web/Desktop: Create and manage Custom Views and Reports

  • Mobile (Android/iOS): Access Custom Views (reports are not supported on mobile)


πŸ” Custom Views

Custom Views are private dashboards you create for yourself. They pull tasks from multiple boards into one place based on filters you choose, like boards, sections, assignees, or due dates.

Where to find Custom Views

  • Web/Desktop: In the side panel under Custom Views

  • Mobile (Android/iOS): In the bottom bar on the Home screen

πŸ› οΈ How to create a Custom View

Creating a Custom View takes a minute, and you can create different views for different workflows.

  1. In the Web/Desktop app, go to Home.

  2. Open All My Tasks.

  3. Click + Create a view.

  4. Choose the view type (see below).

  5. Select what to include (boards, and sometimes sections).

  6. Click Create.

Custom View types you can choose from:

πŸ‘₯ Organize by People

Use this view to track tasks by assignee across multiple boards.

When creating the view, choose:

  • Boards: Select the boards you want to include

πŸ—“οΈ Organize by Due Date

Use this view to see tasks grouped by upcoming due dates across multiple boards.

When creating the view, choose:

  • Boards: Select the boards you want to include

🧩 Organize by Boards and Sections

Use this view to pull tasks from specific sections, so the view stays focused.

When creating the view, choose:

  • Boards: Select the boards you want to include

  • Sections: Select the sections to include from those boards


πŸ“Š Workspace Reports (Completed Tasks and Time Tracking)

Reports are Custom Views that summarize activity across one or more boards and a selected timeframe. Reports are available on Web/Desktop only.

βœ… Create a Completed Tasks Report

The Completed Tasks Report helps you review output across one or more boards without digging into each board separately. Use this report when you want a clear summary of what was completed, and by whom, over a timeframe.

  1. Click + Create a view.

  2. Select Completed Tasks.

  3. Choose the boards (and sections, if prompted).

  4. Select a timeframe.

  5. Click Create.

How to review the report

  • Switch between People and Date tabs to review completions by teammate or by day.

  • Switch between the default layout and a more compact layout from the three-dot menu.

  • Click a task to preview details. Tasks appear in read-only mode in the report, but you can open the original task to make changes.

  • Use filters to narrow results (for example by person, tag, board, or section).

⏱️ Create a Time Tracking Report

The Time Tracking Report helps you understand where time is being spent, across tasks and across people. Use this report when you want to review time logs across boards for a specific timeframe.

If you want to learn how to track time on tasks (start, stop, and manage the timesheet), see: Managing Time Tracking in Any.do Workspace

  1. Click + Create a view.

  2. Select Time Tracking.

  3. Choose the boards (and sections, if prompted).

  4. Select a timeframe.

  5. Click Create.

How to review the report

  • Switch between Task and People tabs to review time logs by task or by team member.

  • Click an item to open task details.

  • Use filters to narrow results (for example by person, status, tag, board, or section).


βš™οΈ Managing Your Custom Views & Reports

Once you create a view, you can keep it organized and up to date. Editing your custom views can be done via the Web/Desktop apps:

✏️ Rename a View/Report

Renaming helps keep your dashboard list clean, especially if you create multiple views.

  • Open the view.

  • Click the view name at the top.

  • Type the new name.

πŸ› οΈ Edit a View/Report

Some Custom View types can be edited, especially reports that include a timeframe.

  1. Open the view.

  2. Click the three-dot menu.

  3. Select Edit.

❌ Delete a View/Report

Deleting a view/report only removes the view itself. It does not delete your tasks.

πŸ’‘ Deleting a view does not delete your tasksβ€”only the filtered display.

  1. Open the view.

  2. Click the three-dot menu.

  3. Select Delete.


🚫 Limitations and Best Practices

These tips help prevent confusion and keep your dashboards accurate.

  • Custom Views are private to the person who created them.

  • Drag and drop is not supported inside Custom Views. If you need to move or reorder tasks, open the original board.

  • Permissions matter: If you lose access to a board, its tasks will disappear from your Custom View.

  • Editing varies by view type:

    • Reports (like Completed Tasks and Time Tracking) can usually be edited from the three-dot menu.

    • Some other view types may require recreating the view to change its boards or structure.

Quick filtering inside a view

  • Click a member icon to filter by assignee.

  • Click Reset Filter to clear the filter.


πŸ™‹ FAQs

πŸ”’ Are Custom Views visible to other people in my Workspace?

No. Custom Views and Reports are private and only visible to the person who created them.

🧭 Where can I find all my Custom Views?

On Web/Desktop, they appear in the side panel under Custom Views. On mobile, they appear in the bottom bar on the Home screen.

πŸ“± Can I access Reports on mobile?

Not at the moment. You can access Custom Views on mobile, but Completed Tasks and Time Tracking reports are available on Web/Desktop only.

πŸ–±οΈ Why can’t I drag tasks in my Custom View?

Drag and drop is not supported in Custom Views. To move tasks, open the original board.

πŸ”„ Can I update what a Custom View is based on?

It depends on the view type. Some views can be edited, but other view types may require deleting and recreating the view to change boards or structure.

πŸ’‘ What’s the difference between board filters and Custom Views?

Board filters apply inside a single board. Custom Views are private dashboards that can pull tasks from multiple boards into one place.

βœ… Can I include multiple boards in a report?

Yes. When creating a Completed Tasks or Time Tracking report, select all the boards you want to include.

🧾 Are tasks editable inside the Completed Tasks Report?

No. Tasks are shown in read-only mode in the report, but you can open the original task to edit it.

πŸ“€ How do I export a report?

Open the report, click the three-dot menu, and choose Export. A downloadable Excel file will be sent to your account email.

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