Table of contents
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Contents:
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Column views in the Gantt module allow you to add different fields as columns and configure their display to help you track various data related to your project items. You can change the column display and aggregation settings, determining how data is presented in the type module's task listits data aggregation (if applicable).
Security and access
Only
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Jira, App, and Box Admins can access and manage the
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box configuration.
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To edit the Column Views, go to Box configuration > Gantt type module (Gantt is the default module name used) > Column Views.
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You can access the box configuration page directly from the Gantt module. Navigate to the Current view and select the Manage Column views from the drop-down menu.
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Alternatively, go to the Switch module > Configuration. On the box configuration page, select Gantt > Column Views.
In both cases, you will land on the same page.
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The column view configuration page will not be visible if the Gantt module is inactive for disabled in a given Box type box or the Inheritance mode is set to ‘inherited only.’ |
Alternatively, to access this page, you can click the "Manage Column views' button in the Card View drop-down of the Board type module:
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Active Column View
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Inherited only. |
Active column view
When you apply one of the available Views from the Column View drop-down, it becomes "Active," and views in the Gantt module, the view becomes active. On the box configuration page, a green check mark will appear next to its name. This active view means that this view it will be applied whenever a user opens the module or returns to itthe Gantt module.
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Inheritance mode
The Column Views can be inherited by the sub-level Boxes when Sub-level boxes will inherit column views if you set the Inheritance mode is set to "Inherited only" or "Own with inherited" in the Box box type configuration of the upper-level Box. This waybox. As a result, every time you create new views or edit the existing ones , all available in the upper-level box, those views will also be updated in the sub-level Boxesboxes.To learn more about the inheritance mode, go to Inheritance mode.
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Default
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column views
Jira and App Admins can create default column views when the Inheritance mode is set to "Own" or "Own with inherited," App Admins can create the default Column Views, which will be used in the box type configuration. Those views will apply every time a new Box of a given type is made.
To learn more about the inheritance mode, go to default column views.
Adding new Column Views
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A newly created Column View does not automatically become active (the green checkmark indicator remains next to the currently selected Column View).
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If you want to use it, go to the Gantt module and select it from the drop-down:
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For example, John wants to create his personal view to see the cost field values as a column. He makes a new view named 'John's Column View':
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Once created, the new view appears on the Card View in the Box configuration list, and users can select the new layout using the Card View drop-down. To modify the layout, click the Card View summary link in the in the Summary column:
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Use the Column View creator to drag and drop the fields from the list of available fields onto the highlighted area:
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Users can now apply the new view by selecting it from the Column View drop-down of the Gantt module:
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Alternatively, you can add/remove columns using the Gantt modules interface as a Box Admin. When you modify the current view, a "Save as.." option will appear in the Column View drop-down:
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Editing views
Click the 'Details' button to edit the name, visibility options, and description field of a given Card View and apply the changes by hitting the 'Save' button:
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Alternatively, you can add/remove columns using the Gantt modules interface as a Box Adminbox is created using that particular box type.
Add new column views
On the box configuration page, click the Add new Column View button. On the New Column View modal, provide a summary of the new view, set the visibility to public or private, and (optionally) write some description.
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Click Create to enter the column view creator.
In the column view creator, add the fields from the field list on the right to the column view area on the left using the + (plus) icon next to the field name. Alternatively, drag and drop the selected field (the area on the left will be highlighted with a green color).
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These fields correspond to the columns you will see on your task list in the Gantt module.
When you add or drag a selected field, you can rearrange its order by dragging it again. You can also delete it from the column view. Additionally, if the field supports data aggregation, you can set the aggregation method for the fields you added.
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If you want to check how your new column view will look, click the Preview panel at the bottom of the column view creator.
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When you are happy with your new column view, click the Save button and return to the column view list. Your new column view is at the bottom of the list by default, but you can rearrange the order of the views.
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A new column view does not automatically become active (current). To activate it, you need to select it from the current view drop-down menu in the Gantt module.
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Edit column views
You can edit any of the column views either on the box configuration page or in the Gantt module.
On the box configuration page > column views list, click on the column view you want to modify to open the column view creator. In the creator, add, remove, rearrange fields (columns), and change their aggregation method (if applicable) the same way you did when creating your new view. Save your changes before you exit the creator.
If you want to change the column view’s name, visibility, or description, click the Details button to prompt the modal.
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Alternatively, if you are a Box Admin, you can add and remove columns (and change their aggregation) directly on the task list side. When you modify the current view, a "Save" option will appear in the Column View drop-down:
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Duplicating Column Views
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A duplicated view is inactive (the green checkmark indicator remains next to the currently selected Column View).
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To select the newly created view, go to the Gantt module and use the drop-down:
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click the Save changes button (floppy disk icon) next to the current view box.
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Duplicate column views
You can duplicate an existing view and adjust it to your needs. Click the 'Duplicate' button, and the App will On the box configuration page, click the Duplicate button to create a copy of a the selected column view:
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A copy of the column will appear at the bottom of the list. You can now edit it and save your changes. To apply this new view to your task list, return to the Gantt module and activate it.
Delete column views
To delete a Column Viewcolumn view, click the 'Delete (bin ' button. You can not icon) button and confirm your action.
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You cannot delete the active view |
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. Your list must also have at least one column view defined |
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