Custom Views

Create filtered views that you can save and share with others.

Overview

Views let you create custom views using filters to show only the issues you want to see. You can save, share and favorite these views for easy access and faster team collaboration. They're helpful if you often use the same filters, want to filter issues across multiple teams or projects, or want to create shared views for easier team collaboration (e.g. bug reports).

Basics

Access views

Access Views in the sidebar or type G then U from anywhere in the app to see a full list of Views across your workspace, teams, and any personal ones you've created. O then V will show a menu of available views that you can open.

Create views

To build a custom view from scratch, click on View in the sidebar under My Issues. The first time you click on it, it'll take you straight to the view builder so that you can create and save your first view. Otherwise it'll take you to a list of views you've created or that have been shared with you.

Edit views

To edit an existing view, click on the view name from within the view itself and you can choose the Edit view… option in the pop-up menu.

You also have the option to duplicate an existing view from here, just click on the Duplicate view... option.

Create from filtered list

You can save any filtered board or list as a custom view with the keyboard shortcut Option/Alt V or by clicking on the Save view icon. The icon appears next to the View Options icon after you've add at least one filter to any team-specific list or board. When you create a custom view from a project or cycle-specific view, it'll automatically apply the project or cycle as a filter in the custom view.

Share views

If a shared view is created with the All teams setting, then the view will be shared on the workspace level and appear under Workspace views on the Views page. If you select a specific team when creating the view, then only members of that team will see the shared view and it will be listed under Team views in the View page.

To share a view across multiple teams but limit it to some team's issues, create an All teams view and use filters to refine the list.

Copy view link

To share a specific view in Slack or wherever you discuss work, copy a link by clicking the custom view's three dot (more) menu and selecting Copy view URL or by copying the View's URL in the browser. Sharing a link does not automatically give anyone access to a view, it must be shared first.

Favorite views

We recommend favoriting views that you access frequently, which will add the view under the Favorites section in your sidebar. Do this by clicking on the star next to the view name or from the more menu (three dots). Favoriting custom views also adds them as an option under default home view in Settings > Account > Preferences.

Video Guide

In this short video, learn all of the above to get started with custom views: