Manage card views

Meet the new BigPicture navigation

A faster, smarter, and more intuitive way to work is here. We’ve redesigned BigPicture navigation to give you a smoother experience and better access to what matters most.

→ 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.

Manage card views

On this page, you will learn how to:

  • Configure default card views (box type configuration).

  • Set inheritance mode to determine available default card views (box type configuration).

  • Configure card views for a particular box (box configuration).

Security and access

Keep in mind:

  • A box type contains the default settings applicable to multiple boxes (all boxes of a given type). Those settings are adjusted in the BigPicture Administration.

  • Box configuration refers to the settings of a single, individual box. They are dependent on the box type settings. 

The table presents what you can configure at the box type and box levels.

Area

Security and access

What can be configured

Area

Security and access

What can be configured

Box type configuration

Only a user with the App admin security role can access and manage the box type configuration.

Go to the App Administration > Box type > choose the box type you want to edit > Board / Risks > Card views.

Screenshot of the Card views page in the App Administration.

For a box type (all boxes of a given type), you can configure:

  • Inheritance mode

  • Default card views

Box configuration

Only a user with a minimum box admin security role can access and manage the box configuration.

Go to box configuration > Board / Risks > Card views.

Screenshot of the Card views page in the box configuration.

Alternatively, to access this page, you can click the Manage card views button in the Card view drop-down of the Board/Risks module. See the video below.

For a particular box, you can configure:

  • Card views

 

Inheritance mode

An inheritance mode applies to all boxes of a given type (both existing and newly created).

As a result, when the inheritance mode is set to inherited or own with inherited, the card views from upper-level boxes appear in the Card view drop-down in the Risks and Board modules.

See more about inheritance mode on the Inheritance mode page.

Card view creator

To learn more about managing card views, see the Card view creator page.

Default card views

Changes to the default card views apply to newly created boxes only.

You can set the default views when the inheritance mode is set to own or own with inherited. The default card views are automatically set up when you create a new box.

Screenshot of the default card views in the Risks module (box type configuration).

Expand the Current view drop-down menu to see the default card views in the Risks or Board module.

Screenshot of the Current view drop-down in the Risks module.

 

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