Projekte

Blob Primary Right
Plaky-Hilfecenter Projekte Introduction to Board Views

Introduction to Board Views

7 Min. Lesezeit

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:

  • Tabellenansicht
  • Kanban-Ansicht
  • Gantt-Ansicht
  • Diagramm-Ansicht

Below, you can find more details for each view.

Tabellenansicht #

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

Wische in der Tabellenansicht nach links, um alle Felder auf dem Board anzuzeigen.

table view on ios

Wische nach links, um alle Felder auf dem Board anzuzeigen.

table view android

Kanban-Ansicht #

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

Wische in der Kanban-Ansicht nach links, um alle Elemente auf dem Board nach Status gruppiert anzuzeigen, und ziehe das Element per Drag & Drop, um seinen Status zu ändern.

Kanban view on IOS

Wische nach links, um alle Elemente auf dem Board nach Status gruppiert anzuzeigen.

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:

BALD VERFÜGBAR

BALD VERFÜGBAR

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.

Board-Ansicht hinzufügen #

  1. Click on the gear icon
  2. Select Create new view
  3. Gib den Ansichtsnamen ein
  4. Wähle den Ansichtstyp aus
  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. Tippe auf Ansichten
  3. Tippe auf + Neue Ansicht
  4. Gib den Ansichtsnamen ein
  5. Toggle the switch if you’d like to make the view private
  6. Wähle den Ansichtstyp aus
  7. Tap on Create to complete the action
  1. Tippe auf die drei Punkte oben rechts
  2. Select Add view
  3. Gib den Ansichtsnamen ein
  4. Choose the View type 
  5. Check the box if you’d like to make the view private
  6. Tippe auf Erstellen, um die Aktion abzuschließen

Ansicht umbenennen #

  1. Click on the three dots next to the View you want to rename
  2. Wähle Umbenennen
  3. Gib einen neuen Namen ein
  4. Drücke die Eingabetaste/Klicke außerhalb des angegebenen Bereichs, um die Aktion abzuschließen
  1. Tap on Board view configuration in the upper right corner
  2. Tippe auf Ansichten
  3. Swipe right on a view you want to rename
  4. Tap on Rename view
  5. Enter a new View name
  6. Tippe auf Fertig, um die Aktion abzuschließen
  1. Open your preferred view
  2. Tippe auf die drei Punkte oben rechts
  3. Tap on Duplicate

Ansicht duplizieren #

  1. Click on the three dots next to the View you want to rename
  2. Wähle Duplizieren, um die Aktion abzuschließen
  1. Tap on Board view configuration in the top right corner
  2. Tippe auf Ansichten
  3. Swipe left on a view
  4. Tippe auf Weitere Optionen
  5. Wähle Duplizieren
  1. Open your preferred view
  2. Tippe auf die drei Punkte oben rechts
  3. Tap on Duplicate

Private Ansicht #

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. Tippe auf Ansichten
  3. Swipe left on a View 
  4. Tippe auf Weitere Optionen
  5. Select Set as private
  1. Tippe auf die drei Punkte oben rechts
  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. Tippe auf Ansichten
  3. Swipe left on a View 
  4. Tippe auf Weitere Optionen
  5. Select Set as public
  1. Tippe auf die drei Punkte oben rechts
  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.

Ansichten neu anordnen #

  1. Click on the gear icon 
  2. Select Reorder views
    Reorder views on Plaky
  3. Ziehe die Ansichten per Drag & Drop, um sie neu anzuordnen
  4. Click Save to complete the action
    Drag and drop board views
  1. Tap on Board view configuration in the upper right corner
  2. Tippe auf Ansichten
  3. Tap on Reorder views
  4. Ziehe die Ansichten per Drag & Drop, um sie neu anzuordnen
  5. Tap Done to complete the action
    Reorder views on ios

BALD VERFÜGBAR

Die Standardansicht ist weiterhin die erste Ansicht.

Sowohl Administratoren als auch Mitglieder können Ansichten sortieren, es sei denn, ihre Zugriffsebene auf dem Board ist aufgrund bestimmter Board-Berechtigungen, die vom Board-Eigentümer festgelegt wurden, eingeschränkt.

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. Tippe auf Ansichten
  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. Tippe auf die drei Punkte oben rechts
  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.

Standardansicht festlegen #

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. Tippe auf Ansichten
  3. Swipe right on a View you want
  4. Tap on Set as default view
  1. Tippe auf die drei Punkte oben rechts
  2. Tap on Set as default view

War der Artikel hilfreich?

Thank you! If you’d like a member of our support team to respond to you, please drop us a note at support@plaky.com