Column views

Introduction

Column views allow you to add different fields and configure their display and aggregation settings, determining how data is presented in the Gantt-type module's task list.

Each box type has a predefined list of column views, which you can edit or create new ones.

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Configuration 

• To configure Column Views, go to Box configuration > Gantt type module (Gantt is the default module name used) > Column Views. 

• To configure the default views and the inheritance mode, go to App's administration > Box types > select a Box type > Gantt > Gantt is the default module name used) > Column Views. 

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

• Only a user with a minimum App admin security role can access and manage the Administration.

Active column view

Expand the drop-down menu to see the list of available column views. Selecting one of them becomes active and is applied whenever a user opens the module or returns to it.

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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.

Go to Gantt Column Views (Box types) to learn more.

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.

Go to Gantt Column Views (Box types) to learn more.

Change 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:

Edit and create views

You can edit column views:

• In Box configuration > Gantt > Gantt Column Views

• Directly within the Gantt module

Box Viewers and Box Editors can dynamically modify an active column view but don't have permission to save those changes.

Box Admins can additionally save changes made to the active view.

To add 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:

Visit the monday.com column types section to verify the column types that BigPicture supports.

Once the view is modified, the Box admin can:

• Save changes to the active view

• Save it as a new one

• Restore the changes

Column configuration

Click on the Customize column icon to:

• Pin column

• Sort tasks

• Customize

• Column info

• Resize all columns to fit

• Remove column

Pin column

To pin a selected column:

1. Click on the Customize column icon.

2. Click the Pin column and select one of the available options.

Sort tasks

When you sort tasks, the view is temporarily modified, and the applied changes are visible only to you.

To sort tasks:

1. Click on the Customize column icon.

2. Click Sort tasks.

3. Select the sorting method:

   1. A-Z

   2. Z-A

   3. None

Customize column

Data from various fields can be aggregated at the parent task level, or you can change how 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.

You can also adjust the display settings:

• Lozenge

• Description

• Icon

Column info

To check where a particular column comes from (if it’s a BigPicture built-in field, monday column, or monday mirror column):

1. Click on the Customize column icon.

2. Click Column info.

Mirror columns

BigPicture supports mirror columns added to monday boards.

Mirror column on monday:

BigPicture displays mirror columns of supported types in the read-only mode. You can't edit values or aggregate mirror columns. Mirror columns can’t be used for column mapping.

The Refresh data button is available only for mirror columns. Use it to make sure all displayed information is up to date.

If you don’t have access to a board from where the mirror column comes, the Unavailable column header is displayed:

Resize all columns to fit

Use the Resize all columns to fit option to automatically adjust the width of all columns added to the current column view to the width of the task list.

If there are too many columns to fit the width of the task list, a horizontal scroll is active.

Remove column

To remove the selected column from the column view:

Method 1:

1. Click on the Customize column icon.

2. Click Remove.

Method 2:

1. Click the plus + icon.

2. Click the bin icon next to a column you want to remove.

Favourite views

You can mark your favorite views using the star, and your views will be displayed in a separate section of the drop-down:

Delete column views

You must access Box configuration > Gantt > Column Views to delete column views.

Column mapping

For boxes based on a single monday board, you can configure the column mapping rules directly from a box context.

Restricted columns

If the Restrict column editing option is set for a monday column, users who can’t edit such a column in monday, will also be unable to edit it in BigPicture (the column is visible in BigPicture, but changes made can’t be saved). You will see the following message:

If the Restrict column view option is set for a monday column, users who can’t see such a column in monday, will also be unable to see it in BigPicture. The column header displays Unavailable.

Affects

Switching between column views may clear the grouping. Grouping is based on visible columns - if the new column view doesn't contain columns used for grouping, grouping is cleared. If possible, grouping is maintained.

Constraints