View settings — grid, kanban, Gantt & project
Choose how you want to view and organize your data. Select the view type and configure which data to show or hide.
Four ways to look at the same records
Select the view type that matches how your team works with the data. Switching views never changes the underlying records — only how they're arranged on screen.
- Grid — A dense, sortable table — best for reviewing or auditing a batch of records.
- Kanban — Status columns, for a team working records through a process.
- Gantt — Records laid out on a timeline, for work with dates and dependencies.
- Project — Groups records under a project so related work stays together.
Configure which data shows or hides
Alongside the view type, choose which fields actually appear — a grid dense enough for an audit still shouldn't show every internal field, and a kanban card is more useful with three fields on it than fifteen.
Why it matters
Forcing every team onto one fixed layout means somebody is always working against the grain. Letting each pick grid, kanban, Gantt, or project — and trim the fields to just what they need — means the view matches the work instead of the other way round.
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