Views
Create and save custom task filter views using projects, users, status, and due dates, then share them with your team for collaborative filtering
Views is a dedicated page for your saved task filters. Create views with filters, save them, and open them anytime exactly as you left them. A sidebar keeps everything organized with sections, search, favorites, and an archive.
Key benefits and use cases
- Everything in one place
Access standard views and all your saved views together in one place - Always start the same way
Your views open with the same filters and settings every time - Stay on the same page
Share views with your team so everyone is working from the same information - Save time and get straight to work
Skip repetitive filtering and get started right away - Stay organized with ease
Keep track of your views by sorting, favoriting, and organizing them in the sidebar
Open views
Go to views from the main menu
Click Ansichten in the left sidebar. You’ll find this menu item near the top of the sidebar, just below Zeiten.
If the sidebar is hidden, click the Ansichten button to expand it.
Use standard views
Every user automatically gets these views:
- Neue Aufgaben
- Meine Aufgaben
- Private Aufgaben
Favorite views
Click the star icon in the top-right corner to save a view as a favorite.
When a view (task filter) is marked as a favorite, it appears in the Favoriten section of the Ansichten sidebar.
Create and save a new filter view
- Click the + button in the Filter section of the sidebar to create a new view.
- Set your filters (projects, users, status, due dates, custom fields, and so on).
- Click Speichern
Share a view
- Open a saved view
- Click Teilen
- Select users, teams, or the entire workspace
- Set the permissions (view or edit)
Tip: Share views with edit permissions if you want to work on them together, or make them read-only to keep everyone on the same page without allowing changes.
Find views shared with you
Under Mit mir geteilt, you’ll find all filters shared with you, your team, or your workspace.
Archive a view
You can archive any view, personal or shared, to remove it from your sidebar without deleting it or affecting anyone else.
- Click the action button for a view
- Select Archivieren
Archived filters appear in the Archivierte Filter section. The Archiviert section only appears if at least one view has been archived.
Archived filters can’t be changed while they’re archived.
Restore a view
- Scroll to the Archiviert section in the sidebar
- Click the action button for the archived view
- Select Wiederherstellen
- The view returns to its original section
Important information about archiving
- Archiving is personal and only affects your sidebar. Other users won’t see any changes
- The person who owns the view won’t be notified when you archive it
- Archived views are read-only
- Archived views are still accessible through search and their direct URL
- Archived views can’t be used in dashboard widgets
Delete views
- Click the three-dot menu for a filter
- Select Filter löschen
Important: Deleted filters can’t be restored.
Display options
You can customize how a view is displayed:
- Switch between list and table views
- Sort or group tasks
- Show or hide completed tasks
- Customize columns in table view
Note about selecting custom fields as columns: A view only displays custom fields from projects whose tasks are included in the results.
Reorder views in the sidebar
You can reorder filters in the Ansichten sidebar using drag and drop.
Standard and archived filters can’t be reordered.
Manage views in the sidebar
- Search for views: Find saved views by name
- Reorder views: Drag and drop views within sections
- Favorite views: Mark important views for quick access using the star icon in the top-right corner
- Expand and collapse sections: Keep your sidebar organized and focused
- Archive a view: Hide a view from your sidebar without deleting it
- Smart sections: Favoriten, Mit mir geteilt, and Archiviert only appear when they contain at least one view
Best practices
- Save frequently used filters
Save recurring views once and avoid repeating the same work - Use clear names
Choose simple, descriptive names so everyone knows what a view is for - Share selectively
Share only the views that are truly relevant - Favorite important views
Mark your most important views so you can find them quickly anytime - Set team standards
Create shared views for common workflows (for example, daily triage or sprint planning)
Pro tip: Create role-based views (for example, for managers or specific teams) to help everyone stay focused and reduce distractions.
FAQ
Can I share views with my team?
Yes. You can share views with individual users, teams, or the entire workspace, with view or edit permissions.
Can I edit a shared view?
Yes, if you have edit permissions. Otherwise, you’ll only have view access.
What happens if I change a view that’s been shared?
If you have edit permissions, everyone the view is shared with will see your changes as soon as you save them.
Can I create private views?
Yes. If you don’t share a view, only you can see it.
Can I organize my views?
Yes. You can reorder, favorite, and archive views in the sidebar, and expand or collapse sections.
Can I create views across multiple projects?
Yes. Create a filter view without a project restriction, and it will show tasks from all projects.
Can I create private tasks directly in a view?
Yes. In the “Private Aufgaben” view, a placeholder row appears at the top of the list. Click it to create a new private task directly in the view.
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