Understanding Views — See Your Work, Your Way

Views are one of the most powerful features in Lifecycle OS. A view is a saved configuration that defines exactly how you see work items on a board — and you can have as many views as you want. Your sprint velocity kanban, your design review table, your team's daily standup list — each one is a view, instantly accessible from the sidebar.

What Is a View?

A view is a named, saved configuration of the following settings:

  • Display mode — Which level of work items to show (Stories, Tasks, Sub-tasks, or a mix)
  • View type — Table or Kanban
  • Grouping — How items are bucketed into sections (by status, priority, sprint, epic, team, etc.)
  • Sorting — The column and direction used to order items within groups
  • Filtering — Active filter conditions that narrow down which items are visible
  • Visible columns — Which built-in and custom field columns appear in table view
  • Card fields — Which fields appear on kanban cards
  • Collapsed groups — Which section headers are expanded or collapsed (saved per user)

Switch between views instantly from the board sidebar — no page reload, no configuration loss.

Views Per Board

Views are per-board. Each board has its own independent set of views — your R&D board and Feature Requests board can have completely different layouts, groupings, and visible columns. Changes to views on one board never affect another.

Every board starts with default views appropriate for its type:

  • R&D boards come with 15+ pre-configured views out of the box — a sprint kanban, a backlog table, a design review board, a QA view, a release tracker, and more.
  • Customer Success boards come with 7 default views — an active accounts table, a renewal tracker, a health score board, and others.

Default views are pre-configured starting points — not locked templates. You can edit, rename, delete, or duplicate any of them. Every view setting is customizable: display mode, grouping, sorting, filters, visible columns, column widths, and card fields (for kanban).

Tip: The default views on R&D boards are designed around real engineering team workflows. Before creating a new view, check whether one of the defaults already covers your use case.

Creating and Managing Views

Creating a View

  1. Open the board sidebar and click + New View at the bottom of the views list
  2. Choose a starting point: blank, or duplicate an existing view
  3. Name your view and configure it in the view settings modal

Duplicating a View

Duplicating is the fastest way to create a variation. Open the view's context menu (right-click or the ... icon) and choose Duplicate. The copy gets the same settings — change only what you need.

View Settings Modal

Click the gear icon on any view (or open the ... menu → Settings) to open the view settings modal. Or click + New View in the board sidebar to create one from scratch. From here you configure:

  • Display mode and view type
  • Grouping field
  • Sort order
  • Default visible columns
  • Card fields (kanban only)

Organizing Views into Groups

Views can be organized into view groups — folders in the sidebar that collapse and expand. Create a view group to separate, for example, "Sprint Views" from "Planning Views" from "Reporting Views."

To create a view group: click + New Group in the sidebar's view section.

Drag views into groups to organize them.

Default View

Every board has a default view — the view that loads automatically when you open the board. Set any view as default via its ... menu → Set as Default.

Tip: Set a focused, actionable view as the default. For R&D teams, the active sprint kanban is usually the best default. For CS teams, the active accounts table works well.

Personal vs. Shared Views

All views on a board are visible to everyone with board access — there are no private views. However, some per-user state is saved individually:

  • Collapsed groups: Which sections you've collapsed are remembered per user, per view. Your collapsed sections don't affect what your teammates see.
  • Scroll position: The table scroll position is saved automatically per user per view, so you return to where you left off.

Tip: If you want a personal workspace, consider creating a dedicated board where you're the only member.

Switching Views

Views are listed in the board sidebar. Click any view name to switch to it instantly. The URL updates to reflect the current view, so you can share a direct link to any view with a teammate.

View-Level Filters vs. Board-Level Filters

Filters set in a view's query builder are saved with that view — they persist across sessions and for all users. If you apply a temporary filter from the filter bar, it layers on top of the view's saved filters but is not saved when you navigate away.

Tips for Power Users

  • Create one view per team ritual: daily standup, sprint planning, backlog grooming, design review
  • Use view groups to separate by workflow phase (Planning / Active / Review)
  • Duplicate a working view before experimenting with new groupings
  • Set card fields on your kanban views to show only what matters during standups — no clutter

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