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The Card View configuration page will not be visible if the Gantt module is not active or the Inheritance mode is set to 'inherited only'. |
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Active
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column view
Expand the drop-down menu to see the list of available column views. When you select one of them, it becomes active and is applied whenever a user opens the module or returns to it, that view will be applied..
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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 also be updated in the sub-level Boxes as well.
To learn more about the inheritance mode go Go to Gantt Column Views (Box types) to learn more.
Default
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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 Go to Gantt Column Views (Box types) to learn more.
Change
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views
The Column View drop-down shows the list of available views. To switch between the views, click on one of the names. The currently used view will be displayed on the Column View button:
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Edit and create
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views
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You can edit
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column views:
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In Box
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configuration > Gantt > Gantt Column Views
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Directly within the Gantt module
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Box Viewers and Box Editors can dynamically modify an active column view
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but don't have permission to save those changes.
Box Admins can additionally save changes made to the active view.
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We recommend using the 'Built-in" type of fields which display field values from all synchronized fields in Jira and connected tools. For example, the "Start date" built-in field shows the date values from all fields mapped as the start date in the Task Fields configuration and from connected tools, such as Trello. |
To add or remove a column, click the 'cog' icon on the far right of the task list header. Use the search box to find the fields you want to add and click the 'bin' icon to remove fields from the list:
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Once the view is modified, a red asterisk will appear next to the view name and the Box admin will be able to save changes of can:
Save changes to the active view
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Save it as a new one
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Restore the changes
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Column configuration
Click on the Customize column icon to:
Pin column
Customize
Remove column
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Pin column
To pin a selected column:
Click on the Customize column icon.
Click Pin column and select one of the available options.
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Customize column
Data from various fields can be aggregated at the parent task level, or for most of the fields you can change the way it is presented. For example, the status field has different aggregation options and one of the most useful is the "Children status categories" which shows the task distribution in status categories:
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Remove column
To remove the selected column from the column view:
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Another example, using the Time tracking progress you can display the task progress in a variety of ways like 'Progress with %':
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Method 1:
Click on the Customize column icon.
Click Remove.
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Method 2:
Click the cog icon.
Click the bin icon next to a column you want to remove.
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Favourite views
You can mark you your favorite views using the star, and your views will be displayed in a separate section of the drop-down:
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Delete
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column views
You must access Box Configuration configuration > Gantt > Column Viewsto delete column views.
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You can't delete the Column View column view that is in use. At least one View has to exist at all times. |
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Affects
Switching between column views may clear the grouping. Grouping is based on visible columns - if the new column view doesn't contain columns that were used for grouping, grouping is cleared. If possible, grouping is maintained.
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