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138 lines
3.6 KiB
Plaintext
138 lines
3.6 KiB
Plaintext
---
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title: Views & Pipelines
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description: Learn how to create and manage views in Twenty.
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image: /images/user-guide/table-views/table.png
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---
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import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
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<Frame>
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<img src="/images/user-guide/table-views/table.png" alt="Views & Pipelines" />
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</Frame>
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## Understanding Views
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Views are saved configurations that determine how your data is displayed. Each view can have its own:
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* **Layout**: Table, Kanban, or Calendar
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* **Filters**: Which records to show
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* **Sorting**: How records are ordered
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* **Fields**: Which columns are visible
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## View Types
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### Table View
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The default spreadsheet-like view showing records in rows with customizable columns.
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### Kanban View
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A visual board view where records appear as cards organized by stages. Ideal for:
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* Sales pipelines
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* Project tracking
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* Any workflow with defined stages
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### Calendar View
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Display records with date fields on a calendar. Perfect for:
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* Meetings and events
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* Deadlines and due dates
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* Time-based planning
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## Creating a View
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There are two ways to create a new view.
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### Use the View Dropdown Menu
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1. Navigate to any object (People, Companies, etc.)
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2. Click the view name at the top left (shows current view with a dropdown arrow)
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3. Click **+ Add view**
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4. Name your view and click **Create**
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5. Choose a layout (Table, Kanban, or Calendar) under **Options**
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6. Add filters and sorting as needed
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7. Select which fields to display and reorder them
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8. Click **Save**
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<VimeoEmbed videoId="1145648745" title="Video demonstration" />
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### Start by editting an existing view
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1. Navigate to any object (People, Companies, etc.)
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2. Choose a layout (Table, Kanban, or Calendar) under **Options** or Add filters and sorting as needed
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3. Click on **Save as new view**
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4. Name your view and click **Create**
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5. Keep editing your new view
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6. Click on **Update view** to save your additional configurations
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<VimeoEmbed videoId="1145654005" title="Video demonstration" />
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## Managing Views
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### Edit a View
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1. Select the view from the dropdown
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2. Make your changes (filters, sorting, columns)
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3. Click **Save** to update the view
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### Rename a View or Change Its Icon
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1. Open the view dropdown
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2. Click the **⋮** menu next to the view name
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3. Select **Edit**
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4. Change the name or icon
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5. Click **Save**
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### Reorder Views
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1. Open the view dropdown
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2. Click and drag a view by its handle
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3. Drop it in the desired position
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4. The new order is saved automatically
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### Add to Favorites
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Pin frequently used views for quick access:
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1. Open the view dropdown
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2. Click the **⋮** menu next to a view
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3. Select **Add to favorites**
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4. The view appears in your favorites section
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### Delete a View
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1. Select the view to delete
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2. Click the view dropdown
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3. Click the **⋮** menu next to the view
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4. Select **Delete**
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5. Confirm deletion
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<Warning>
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Deleted views cannot be recovered. Make sure you want to remove it before confirming.
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</Warning>
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## View Visibility
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Each view (except the default "All [Object Name]" views) has its own visibility setting.
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To change visibility:
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1. Open the view
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2. Click **Options → Visibility**
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3. Choose:
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* **Workspace**: Visible to all workspace members
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* **Unlisted**: Visible only to you
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<Note>
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The default "All [Object Name]" views cannot have their visibility changed.
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</Note>
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## Next Steps
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* [Table Views](/l/ko/user-guide/views-pipelines/capabilities/table-views)
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* [Kanban Views](/l/ko/user-guide/views-pipelines/capabilities/kanban-views)
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* [Filters and Sorting](/l/ko/user-guide/views-pipelines/capabilities/filters-and-sorting)
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* [View Settings](/l/ko/user-guide/views-pipelines/capabilities/view-settings)
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