Views

A list decides which records are included. A view decides how you look at them — and a list can have as many as you need, shown as pills at the top. Click a pill to switch, drag to reorder.

Layouts

Every view is either a Grid — a spreadsheet-style table — or a Board, a kanban of cards in columns. A Board needs a Group items by rule to define its columns (for deals this defaults to the stage). You can switch a view between the two at any time from the Options menu.

What a view saves

• Filters — changes in the filter bar apply immediately but are temporary. Save for team stores them on the view for everyone.

• Grouping — Group by in Options splits records into sections; a Board uses the same property for its columns. Show N/A and Show empty control whether valueless and empty sections appear, and Clear grouping switches it off.

• Properties — which properties appear as columns. Add a property creates one that does not exist yet.

• Sorting — the Order by menu.

• Highlights — Add list highlight in Options colors the records matching a condition.

Because each view keeps its own settings, a single deal list can carry a pipeline Board and a focused outreach Grid at the same time.

Sub-grouping and collapsing

Once a view is grouped, Group by offers a second Sub-group by property. A Grid then nests sub-sections with their own headers and counts; a Board splits into swimlanes, one row of columns per sub-group.

Every group, sub-group, column and swimlane collapses from its header, which is how you fold away the parts of a big list you are not working on today. Collapsing is personal and is not saved for the team. Boards also have a Column width setting in Options.

Creating and managing views

The + next to the view pills opens Create new view: name it, pick what it tracks, choose Grid or Board. The first view created for a list becomes its default.

Right-click a pill for Edit view (rename or change layout — what it tracks is fixed after creation), Duplicate view, Make default and Delete view. The default view cannot be deleted.

Views never change membership

Every view of a list shows the same underlying records, so filtering a record out of one view does nothing to the others. Remove from the list, on the other hand, takes the record out of the list itself and so out of every view of it.