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Plaky Centro de ayuda Proyectos Introduction to Board Views

Introduction to Board Views

7 min de lectura

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:

  • Vista de tabla
  • Vista Kanban
  • Vista Gantt
  • Vista de gráfico

Below, you can find more details for each view.

Vista de tabla #

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

En la vista de tabla, deslízate hacia la izquierda para ver todos los campos en el tablero.

table view on ios

Desliza a la izquierda para ver todos los campos del tablero.

table view android

Vista Kanban #

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

En la vista Kanban, deslízate hacia la izquierda para ver todos los elementos en el tablero agrupados por estado, y arrastra y suelta el elemento para cambiar su estado.

Kanban view on IOS

Desliza a la izquierda para ver todos los elementos del tablero agrupados por estado.

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:

PRÓXIMAMENTE

PRÓXIMAMENTE

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.

Añadir vista de tablero #

  1. Click on the gear icon
  2. Select Create new view
  3. Ingresa el nombre de la vista
  4. Elige el tipo de la vista
  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. Toca Vistas
  3. Toca +Nueva vista
  4. Ingresa el nombre de la vista
  5. Toggle the switch if you’d like to make the view private
  6. Elige el tipo de la vista
  7. Tap on Create to complete the action
  1. Toca las tres puntos en la esquina superior derecha
  2. Selecciona Añadir vista
  3. Escribe el nombre de la vista
  4. Choose the View type 
  5. Check the box if you’d like to make the view private
  6. Toca Crear para completar la acción

Cambiar el nombre de vista #

  1. Click on the three dots next to the View you want to rename
  2. Selecciona Cambiar nombre
  3. Escribe nuevo nombre
  4. Presiona Enter/Haz clic fuera del área designada para completar la acción
  1. Tap on Board view configuration in the upper right corner
  2. Toca Vistas
  3. Swipe right on a view you want to rename
  4. Tap on Rename view
  5. Enter a new View name
  6. Toca Hecho para completar la acción
  1. Open your preferred view
  2. Toca las tres puntos en la esquina superior derecha
  3. Tap on Duplicate

Duplicar la vista #

  1. Click on the three dots next to the View you want to rename
  2. Selecciona Duplicar para completar la acción
  1. Tap on Board view configuration in the top right corner
  2. Toca Vistas
  3. Swipe left on a view
  4. Toca Más opciones
  5. Selecciona Duplicar
  1. Open your preferred view
  2. Toca las tres puntos en la esquina superior derecha
  3. Tap on Duplicate

Vista privada #

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. Toca Vistas
  3. Swipe left on a View 
  4. Toca Más opciones
  5. Select Set as private
  1. Toca las tres puntos en la esquina superior derecha
  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. Toca Vistas
  3. Swipe left on a View 
  4. Toca Más opciones
  5. Select Set as public
  1. Toca las tres puntos en la esquina superior derecha
  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.

Reordenar vistas #

  1. Click on the gear icon 
  2. Select Reorder views
    Reorder views on Plaky
  3. Arrastra y suelta las vistas para reordenarlas
  4. Click Save to complete the action
    Drag and drop board views
  1. Tap on Board view configuration in the upper right corner
  2. Toca Vistas
  3. Tap on Reorder views
  4. Arrastra y suelta las vistas para reordenarlas
  5. Tap Done to complete the action
    Reorder views on ios

PRÓXIMAMENTE

La vista predeterminada seguirá siendo la primera vista.

Tanto los administradores como los miembros pueden ordenar las vistas, a menos que su nivel de acceso en el tablero esté restringido debido a permisos específicos del tablero establecidos por el propietario del tablero.

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. Toca Vistas
  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. Toca las tres puntos en la esquina superior derecha
  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.

Establecer vista predeterminada #

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. Toca Vistas
  3. Swipe right on a View you want
  4. Tap on Set as default view
  1. Toca las tres puntos en la esquina superior derecha
  2. Tap on Set as default view

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