Views

Views provide different ways to visualize, interact with, and manage your data. Each view serves a specific purpose while maintaining data consistency across your workspace.

Dataset

The source of truth for all board data. View and manage your complete, unfiltered dataset.

Table

Customizable table view with advanced filtering and sorting capabilities.

Kanban

Visual process management with drag-and-drop card-based interface.

Calendar

Time-based visualization for events, deadlines, and scheduling.

Dashboard

Custom reports and visualizations for data analysis.

Campaign

Manage and execute communication campaigns.

All views reference the same Dataset as their source of truth:

Changes reflect across all views
Real-time synchronization
Unified data source

Available Views

Dataset View Access your complete, unfiltered data and manage columns

Table View Customize columns, filter rows, and sort data

Kanban View Visualize and manage processes with cards

Calendar View Schedule and track time-based items

Dashboard View Create custom reports and visualizations

Campaign View Manage communication and outreach

Best Practices

View Usage Tips

Choose the Right View

Dataset for complete data overview
Table for detailed data work
Kanban for process management
Calendar for time-based tracking
Dashboard for analytics
Campaign for communication

Optimize Each View

Configure view-specific settings
Set up appropriate filters
Customize for team needs
Maintain organized layouts

Regular Maintenance

Review and update filters
Clean up unused views
Update dashboard reports
Optimize performance

Next Steps

Learn About Filtering Master data filtering across different views

Automation Integration Understand how views work with automations