Customize column views

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→ Discover what’s new, explore key improvements, and review feature name updates on the New navigation page.

→ The rollout will happen gradually, and the previous navigation will be retired in September 2026.

Customize column views

Customize column views (old navigation)

Overview

To customize the column view means to:

  • make temporary changes to an existing view,

  • update an existing column view, 

  • create a new column view.

Column views can be customized on the respective modules pages in the box and box type configuration, but also directly in the following modules:

In addition, you can customize but cannot save column views in the following:

  • Board module (Backlog section in the Infobar panel

  • Risks module (Table view)

  • Gantt gadget

overview-display-mode.png

Existing views

At the top, you can find a list of available views. 

agile-view.png

You can freely switch between the views, as it won't affect other users.

Temporary changes to the current view

Any user can temporarily modify the current view.

When you make changes to the active (in-use) column view:

  • A red asterisk appears next to the column view name:

    agile-red-asterisk.png

  • When you open the dropdown, you see the current view is modified warning:

    current-view-is-modified.png

Restore

To undo the temporary modifications, use the Restore option:

agile-restore.png

Edit existing views

To permanently update a column view:

  1. Select a view from the drop-down at the top (only an active view can be modified).

    agile-time-tracking.png

  2. Add/remove columns.

    add-remove-column.png

  3. Click the Save icon.

    save-icon.png

Create a new column view

Edit a current view and use the "save as" option to save it as a new column view.

save-as.png
save-current-view-as.png

Box configuration

Complete management of the column views, including deleting the views, can be done in the box configuration.

manage-column-view.png

Reorder columns

Left-click on the column name (hold the button) and drag the column into a new position. 

reorder-columns.mp4

Customize columns

Click the wrench icon next to a column name; an additional drop-down menu will appear. 

Customization options vary depending on the column.

aggregation-none.png
agreggation-sum.png

Non-customizable columns:

  • Fav

  • Icon

  • ID

  • Name

  • Type

Custom column 

Go to box columns to create custom fields that you can use as columns in the Overview module to see the most critical information and metrics related to your Project, Portfolio, or any other type of box you want to manage.

 

Customize column views (new navigation)

Overview

To customize the column view means to:

  • make temporary changes to an existing view,

  • update an existing column view, or

  • create a new column view.

Column views can be customized on the respective module pages in the box and box type configuration, but also directly in the following modules:

In addition, you can customize but cannot save column views in the following:

  • Board module (Backlog section in the Infobar panel

  • Risks module (Table view)

  • Gantt gadget

Existing views

At the top, you can find a list of available views. You can freely switch between the views without affecting other users.

Screenshot of the saved column views in the Scope module.

Temporary changes to the current view

Any user can temporarily modify the current view. When you make changes to the active (in-use) column view:

  • An asterisk appears next to the column view name, and you’ll see the (modified) message.

Screenshot of making changes to the column view in the Scope module.

Restore

To undo the temporary modifications, use the Restore option.

Screenshot of the Restore button available when making changes to the column view in the Scope module.

Edit existing views

To permanently update a column view:

  1. Select a view from the drop-down at the top (only an active view can be modified).

  2. Add/remove columns.

  3. Click the Save icon.

    Screenshot of clicking the Save button to save changes to the existing column view in the Scope module.

Create a new column view

Edit a current view and use the Save as option to save it as a new column view.

Screenshot of saving a new column view in the Scope module.

Manage column views (box configuration)

Complete management of the column views, including deleting the views, can be done in the box configuration.

Screenshot of the Manage column views button in the Scope module.

Reorder columns

Left-click on the column name (hold the button) and drag the column into a new position. 

Video of reordering columns in the Scope module.

Customize columns

Click the Customize column (…) next to a column name; an additional drop-down menu will appear. Customization options vary by column.

Screenshot of the Customize column option in the Gantt module.

Non-customizable columns:

  • Fav

  • Icon

  • ID

  • Name

  • Type

Custom column 

Go to box columns to create custom fields that you can use as columns in the Overview module to see the most critical information and metrics related to your Project, Portfolio, or any other type of box you want to manage.

 

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