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How to create/edit views (Board, Planner, Gantt, Track)
How to create/edit views (Board, Planner, Gantt, Track)

You can save your layout and filters settings as views (previously known as bookmarks) for quick access

Gustavo Simões Braga avatar
Written by Gustavo Simões Braga
Updated over a week ago

To manage work effectively you need different ways to look at your boards, when you plan the work you might be using a Gantt chart, when you are finishing it you could be using the board view and to report the status you could be using the track view.

Get more insight on your work by saving views specifically in a board or board group, so you can easily switch between these views as you work with Placker. The tabbed approach makes it as simple as keeping multiple tabs of Placker open in the same browser (which is something many people do).

The views are available as tabs in the top area of the board:

Adding views

You can use the "add view" button at the top left corner to select views that are relevant for each scenario. For example, the Board view is great to see a flow of cards in each list, while Gantt helps to understand dates related to each activity.

You will also see a list of views that are added in other boards (as if they were saved as templates).

To make it simple to get set on a new board, you can simply copy a view from one board to another to make the same view available on your new board. Or you can decide to start from scratch with one of the default Placker views.

Edit, start and delete views

Clicking the down arrow at the right of the selected view will show the star (show at the overview page), edit and delete view buttons.

If there is a specific set of configurations that you like to have, it is recommended to edit the view to give a proper name and star it, so it shows up in your overview page.

Saving changes in a view

After making a change in the current view mode, there will be a “Save changes” button next to the view tab. Clicking it will make the settings apply the next time you open the view.

Note: In the Gantt view, some changes require to click "Refresh Gantt" in the Filter & Settings panel to be applied.

Edit views in the board settings

Another way to view, add as favorite, edit, make private, delete and duplicate views in a board or a board group is in the board settings. To access them, click the gear icon next to the board in the overview page or the board title in the Board or Gantt view, as below:

Questions, issues and feedback

If the steps above weren't clear or if you followed them and couldn't get anything done, please reach out to us using the chat button at the lower right corner of this page.

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