In this section, you can manage the Column Views of a given Box. Column Views allow you to add different fields and configure their display and aggregation settings which determine how data is presented in Gantt type module's task list.
Security and access
- Only a user with a minimum Box admin security role can access and manage the Box configuration.
- 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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The Card View configuration page will not be visible if for a given Box type the Gantt module is inactive 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:
Active Column View
If you apply one of the available Views from the Column View drop-down, it becomes "Active" and a green check mark will show up next to its name. This means that whenever a user opens the module or returns to it, this view will be applied.
Inheritance mode
The Column Views can be inherited by the sub-level Boxes when the Inheritance mode is set to "Inherited only" or "Own with inherited" in the Box type configuration of the upper-level Box. This way, every time you create new views or edit the existing ones, all available views will be updated in the sub-level Boxes as well.
To learn more about the inheritance mode go to Inheritance mode.
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 every time a new Box of a given type is created.
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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Click the "Add new Card View" button to add a new layout and fill in the fields marked with an asterisk. Set the visibility to public, so other users will be able to select the view from the Card View drop-down.
For example: John wants to create his personal view, so he can see the cost field values as a column. He creates a new view named 'John's Column View':
Once created, the new view appears on the list of Card View in the Box configuration 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:
Use the Column View creator to drag and drop the fields from the list of available fields onto highlighted area:
Users can now apply the new view by selecting it from the Column View drop-down of the Gantt module:
Alternatively, as a Box Admin, you can add/remove columns using the Gantt modules interface. When you modify the current view, a "Save as.." option will appear in the Column View drop-down:
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:
Alternatively, as a Box Admin, you can add/remove columns using the Gantt modules interface. When you modify the current view, a "Save" option will appear in the Column View drop-down:
Duplicating Column Views
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A duplicated view does not become active (the green checkmark indicator remains next to the currently selected Column View).
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You can duplicate an existing view and adjust it to you needs. Click the 'Duplicate' button and the App will create a copy of a selected view:
Deleting Column Views
To delete a Column View, click the 'bin' button. You can not delete the active view and, as a minimum, there must be at least one view defined:
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Table of Contents