Skip to content

Latest commit

 

History

History
63 lines (41 loc) · 2.17 KB

File metadata and controls

63 lines (41 loc) · 2.17 KB
title intro versions type topics
Managing your views
Learn how to create, save, and manage your project views.
feature
projects-v2
tutorial
Projects

Creating a project view

Project views allow you to quickly view specific aspects of your project. Each view is displayed on a separate tab in your project.

For example, you can have:

  • A view that shows all items not yet started (filter on "Status").
  • A view that shows the workload for each team (group by a custom "Team" field).
  • A view that shows the items with the earliest target ship date (sort by a date field).

To add a new view:

{% data reusables.projects.new-view %}

The new view is automatically saved.

Duplicating a view

You can duplicate an existing view and use it as a base to make further changes.

  1. Switch to the view you want to duplicate. {% data reusables.projects.open-view-menu %}
  2. Click {% octicon "versions" aria-hidden="true" %} Duplicate view.

Saving changes to a view

When you make changes to a view - for example, sorting, reordering, filtering, or grouping the data in a view - a dot is displayed next to the view name to indicate that there are unsaved changes.

Screenshot of a tab for a view labeled "Issues by priority." Next to the view's name, a dropdown icon is marked by a blue dot.

If you don't want to save the changes, you can ignore this indicator. No one else will see your changes.

{% data reusables.projects.save-view %}

Reordering saved views

To change the order of the tabs that contain your saved views, click and drag a tab to a new location. The new tab order is automatically saved.

Renaming a saved view

You can rename your saved views. The name change is automatically saved.

  1. Switch to the view you want to rename. {% data reusables.projects.open-view-menu %}
  2. Click {% octicon "pencil" aria-hidden="true" %} Rename view.
  3. Type the new name for your view.
  4. To save your changes, press Return.

Deleting a saved view

  1. Switch to the view you want to delete. {% data reusables.projects.open-view-menu %}
  2. Click {% octicon "trash" aria-hidden="true" %} Delete view.