> For the complete documentation index, see [llms.txt](https://docs.zero.inc/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zero.inc/getting-started/key-concepts/views.md).

# 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.

<figure><img src="https://storage.googleapis.com/zero-production-api-docs/images/views-grid-board-switcher.png" alt="View switcher on a list page, with Board and Grid view tabs above the filter bar of a deal pipeline"><figcaption></figcaption></figure>

## 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.


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