Views Overview

Every team works differently, and a single way of looking at your data is rarely enough. Copera boards ship with eight built-in view types that let you switch between layouts instantly --- without duplicating data or losing any information. Each view reads from the same underlying table, so a change made in one view is immediately reflected in all the others.

Available Views

View	Best For
Grid	High-performance spreadsheet editing of large tables --- smooth at 1M+ rows --- with copy-paste, fill, conditional formatting, and live collaboration
Kanban	Visualizing workflow stages and moving items with drag-and-drop cards
Timeline	Planning work on a horizontal time axis with dependency arrows, progress bars, and a planned-vs-actual baseline
Calendar	Placing dated items on a day, week, or month calendar layout
Gantt	Detailed project scheduling with task dependencies, critical path, and milestones
Form	Collecting data from internal or external respondents
Workload	Monitoring team capacity and balancing assignments by effort
To Do	Planning your day with a notebook-style daily to-do list

note

The older List view has been retired in favor of the faster Grid view. You can no longer create new List views, but any existing List view keeps working and can be upgraded to a Grid in one click --- with all of its settings preserved and no data lost. See Upgrading from the List View.

Creating a View

1. Open your board and navigate to the table you want to visualize.
2. Click the + button next to the existing view tabs in the toolbar.
3. Choose a view type from the dialog that appears --- Grid, Kanban, Timeline, Calendar, Gantt, Form, Workload, or To Do.
4. Give your view a name, select which columns to include, and configure any view-specific settings (for example, the grouping column for Kanban, or the start and end date columns for Timeline).
5. Click Save. Your new view appears as a tab alongside existing views.

info

If a view needs a column you don't have yet --- such as a date column for Timeline or an effort column for Workload --- Copera can create the missing column for you when you save, so you can start using the view right away.

Shared Settings Across Views

Regardless of which view you are using, you have access to a common set of toolbar controls:

• Filter --- Narrow down which rows are visible based on column values. Filters can combine multiple conditions with AND/OR logic.
• Sort --- Order rows by one or more columns in ascending or descending direction. Multi-level sorting is supported.
• Search --- Quickly locate rows by typing keywords that match any text column.
• Group By --- Cluster rows by a Status, Dropdown, or Users column so related items appear together.
• Hide Columns --- Toggle the visibility of individual columns to reduce noise and focus on relevant data.

View Access

When creating or editing a view, you can control who sees it:

• Everyone --- All board participants can access the view.
• Private --- Only you and explicitly added members can see and use the view.

Private views are useful for personal workflows that do not need to be shared with the entire team.

Switching Between Views

Click on any view tab in the toolbar to switch instantly. The board remembers your last-used view per table, so returning to the board later takes you back to where you left off.

Next Steps

Explore each view type in detail:

• Grid View --- High-performance spreadsheet, smooth at 1M+ rows.
• Kanban View --- Drag-and-drop cards grouped by status.
• Timeline View --- Time axis with dependency arrows and a planned-vs-actual baseline.
• Calendar View --- Dated items on a day, week, or month calendar.
• Gantt View --- Detailed project scheduling with dependencies and critical path.
• Form View --- Collect data from internal or external respondents.
• Workload View --- Balance assignments against each member's capacity.
• To Do View --- Plan your day with a notebook-style daily list.

Then learn how to arrange them: View Display & Tabs covers choosing how each view appears and grouping views into tabs.