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Plaky Help Center Projects Introduction to Board Views

Introduction to Board Views

7 min read

The way your data is displayed on the Board can help you gain a better overview of the information available to you. With Board Views, you can visualize the data shown on your Board in different ways. 

Board View types #

Plaky lets you choose between different Board views:

  • Table view
  • Kanban view
  • Gantt view
  • Chart view

Below, you can find more details for each view.

Table View #

In the Table view, the information on your Board will be displayed as a table with fields and rows.

Here’s the example of the Table view for the Product Launch Board Template:

Table view in Plaky

In Table View, swipe left to see all the Fields on the Board.

table view on ios

Swipe left to see all the Fields on the Board.

table view android

Kanban View #

Kanban is a well-known project management technique for managing work by prioritizing tasks and demands based on available capacity.

Here’s the example of the Kanban view for the Product Launch Board Template:

Kanban view in Plaky

In Kanban View, swipe left to see all the Items on the Board grouped by Status, and drag and drop the Item to change its Status.

Kanban view on IOS

Swipe left to see all the Items on the Board grouped by Status.

Kanban view on Android

To learn more about the Kanban view in Plaky, visit our article.

Gantt view #

The Gantt view gives you a visual representation of your tasks as horizontal bars on a timeline.

Here’s the example of the Kanban view for the Work Log Board Template:

COMING SOON

COMING SOON

To learn more about the Gantt View, visit our article.

Chart view #

With the Chart view, you can visualize projects and tasks by using interactive pie and bar charts.

Here’s an example of a pie chart in Plaky:

Here’s an example of a bar chart in Plaky:

Here’s an example of a pie chart in Plaky on iOS:

Here’s an example of a bar chart in Plaky on iOS:

Here’s an example of a pie chart in Plaky on Android:

Here’s an example of a bar chart in Plaky on Android:

To learn more about the Chart View, visit our article.

Add Board view #

  1. Click on the gear icon
  2. Select Create new view
  3. Enter the view name
  4. Choose the view type
  5. Toggle the switch if you’d like to make the view private
  6. Click Create to complete the action
    Create a new view
  1. Tap on Board view configuration in the upper right corner
  2. Tap on Views
  3. Tap on + New view
  4. Enter the view name
  5. Toggle the switch if you’d like to make the view private
  6. Choose the view type
  7. Tap on Create to complete the action
  1. Tap on the three dots in the top right corner
  2. Select Add view
  3. Type the View name
  4. Choose the View type 
  5. Check the box if you’d like to make the view private
  6. Tap Create to complete the action

Rename View #

  1. Click on the three dots next to the View you want to rename
  2. Select Rename
  3. Type new name
  4. Press Enter/Click outside the designated area to complete the action
  1. Tap on Board view configuration in the upper right corner
  2. Tap on Views
  3. Swipe right on a view you want to rename
  4. Tap on Rename view
  5. Enter a new View name
  6. Tap Done to complete the action
  1. Open your preferred view
  2. Tap on the three dots in the top right corner
  3. Tap on Duplicate

Duplicate View #

  1. Click on the three dots next to the View you want to rename
  2. Select Duplicate to complete the action
  1. Tap on Board view configuration in the top right corner
  2. Tap on Views
  3. Swipe left on a view
  4. Tap on More options
  5. Select Duplicate
  1. Open your preferred view
  2. Tap on the three dots in the top right corner
  3. Tap on Duplicate

Private View #

This feature is available on Pro and Enterprise plans.

Private Views offer a dedicated, personal view exclusive to its creator. This allows the View creator to track task statuses, updates, and projects without affecting other Board users.

Turn public View to private #

  1. Click on the three dots next to the View
  2. Click on Set as private
  1. Tap on Board view configuration in the upper right corner
  2. Tap on Views
  3. Swipe left on a View 
  4. Tap on More options
  5. Select Set as private
  1. Tap on the three dots in the top right corner
  2. Tap on Set as private

Private views are visible only to the view creator or to the person who changed the view’s privacy setting (from public to private), while public views remain visible to other users.

Turn private View to public #

  1. Click on the three dots next to the View
  2. Click on Set as public
  1. Tap on Board view configuration in the upper right corner
  2. Tap on Views
  3. Swipe left on a View 
  4. Tap on More options
  5. Select Set as public
  1. Tap on the three dots in the top right corner
  2. Tap on Set as private

The Private View feature can be used only by Admins and Members. If the Board permissions are set to anything other than Edit everything, users who are not Board owners are allowed to create private views, rename, duplicate, or delete their existing private views, but cannot turn them into public views.

Reorder Views #

  1. Click on the gear icon 
  2. Select Reorder views
    Reorder views on Plaky
  3. Drag and drop the views to reorder them
  4. Click Save to complete the action
    Drag and drop board views
  1. Tap on Board view configuration in the upper right corner
  2. Tap on Views
  3. Tap on Reorder views
  4. Drag and drop the views to reorder them
  5. Tap Done to complete the action
    Reorder views on ios

COMING SOON

The default View will still be the first View.

Both Admins and Members can sort Views, unless their access level on the Board is restricted due to specific Board permissions set by the Board Owner.

Reordering views does not include users’ private views, as the new order is applied and visible to all users.

Add a favorite View #

  1. Click on the three dots next to the View
  2. Click on Add to favorites

This View will be placed next to the default view, and a star icon will appear next to its name. To remove a View from favorites, just click on the three dots next to it and select Unfavorite.

  1. Tap on Board view configuration in the upper right corner
  2. Tap on Views
  3. Swipe right on a View you want
  4. Tap on Add to favorites

This View will be placed next to the default view, and a star icon will appear next to its name. To remove a View from favorites, swipe it to the left again and select Unfavorite.

  1. Tap on the three dots in the top right corner
  2. Tap on Add to favorites

This View will be placed next to the default view, and a star icon will appear next to its name. To remove a View from favorites, tap the three dots next to it, then select Unfavorite.

When a View is set as a favorite, the change is visible only to the user who set the favorite View and won’t affect other users on the Board. The default view cannot be marked as a favorite.

Set default View #

Every Board must include at least one View. When a Board is created, a Table view is automatically generated and designated as the main (default) view. However, any other View on the Board can be set as a default View instead. The default view cannot be set as a Favorite view. Only the Board Owner can set a View as the default.

  1. Click on the three dots next to the View
  2. Click on Set as default view
  1. Tap on Board view configuration in the upper right corner
  2. Tap on Views
  3. Swipe right on a View you want
  4. Tap on Set as default view
  1. Tap on the three dots in the top right corner
  2. Tap on Set as default view

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