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Introduction to Board Views

7 min de leitura

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:

  • Exibição de Tabela
  • Exibição Kanban
  • Visualização de Gantt
  • Visualização de Gráfico

Below, you can find more details for each view.

Exibição de tabela #

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

Na visualização em tabela, deslize para a esquerda para ver todos os campos no quadro.

table view on ios

Deslize para a esquerda para ver todos os campos no quadro

table view android

Exibição 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

Na visualização Kanban, deslize para a esquerda para ver todos os itens no quadro agrupados por status e arraste e solte o item para alterar seu status.

Kanban view on IOS

Deslize para a esquerda para ver todos os itens do quadro agrupados por 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:

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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.

Adicionar exibição de quadro #

  1. Click on the gear icon
  2. Select Create new view
  3. Digite o nome da visualização
  4. Escolha o tipo de visualização
  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. Toque em Visualizações
  3. Toque em + Nova visualização
  4. Digite o nome da visualização
  5. Toggle the switch if you’d like to make the view private
  6. Escolha o tipo de visualização
  7. Tap on Create to complete the action
  1. Toque nos três pontos no canto superior direito
  2. Selecione Adicionar visualização
  3. Digite o nome da visualização
  4. Choose the View type 
  5. Check the box if you’d like to make the view private
  6. Toque em Criar para concluir a ação

Renomear exibição #

  1. Click on the three dots next to the View you want to rename
  2. Selecione Renomear
  3. Digite o novo nome
  4. Pressione Clique fora da área designada para concluir a ação
  1. Tap on Board view configuration in the upper right corner
  2. Toque em Visualizações
  3. Swipe right on a view you want to rename
  4. Tap on Rename view
  5. Enter a new View name
  6. Toque em Concluir para concluir a ação
  1. Open your preferred view
  2. Toque nos três pontos no canto superior direito
  3. Tap on Duplicate

Duplicar exibição #

  1. Click on the three dots next to the View you want to rename
  2. Selecione Duplicar para concluir a ação
  1. Tap on Board view configuration in the top right corner
  2. Toque em Visualizações
  3. Swipe left on a view
  4. Toque em Mais opções
  5. Selecione Duplicar
  1. Open your preferred view
  2. Toque nos três pontos no canto superior direito
  3. Tap on Duplicate

Exibição 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. Toque em Visualizações
  3. Swipe left on a View 
  4. Toque em Mais opções
  5. Select Set as private
  1. Toque nos três pontos no canto superior direito
  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. Toque em Visualizações
  3. Swipe left on a View 
  4. Toque em Mais opções
  5. Select Set as public
  1. Toque nos três pontos no canto superior direito
  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 exibição #

  1. Click on the gear icon 
  2. Select Reorder views
    Reorder views on Plaky
  3. Arraste e solte as exibições para reordená-las
  4. Click Save to complete the action
    Drag and drop board views
  1. Tap on Board view configuration in the upper right corner
  2. Toque em Visualizações
  3. Tap on Reorder views
  4. Arraste e solte as exibições para reordená-las
  5. Tap Done to complete the action
    Reorder views on ios

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A exibição padrão ainda será a primeira.

Tanto os administradores quanto os membros podem classificar as exibições, a menos que seu nível de acesso no quadro seja restrito devido a permissões específicas do quadro definidas pelo proprietário do quadro.

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. Toque em Visualizações
  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. Toque nos três pontos no canto superior direito
  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.

Definir exibição padrão #

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. Toque em Visualizações
  3. Swipe right on a View you want
  4. Tap on Set as default view
  1. Toque nos três pontos no canto superior direito
  2. Tap on Set as default view

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