While customization can unlock productivity to an extent, sometimes it's helpful to know that everyone is looking at the same thing. That's why Project Owners & Admins can set default views, and even lock them, throughout the project.
A Project Owner can:
Set a default view for a Project's Dashboard
Set a default view for a project so everyone sees the same Task View when first accessing the project
Set default columns and order for the List View of the project
Customize and set default data to show on a Kanban card in the Board View
Setting a Default View in Dashboard
Your Dashboard is automatically set to a Default layout to ensure team alignment across the project. That said, additional layouts can be created for different reporting usecases or priorities.
You can create and switch between different Dashboard views via the Default dropdown menu.
Setting a Default View for your Task Board
During or after project creation, the Project Owner will have the ability to set the Default View for the Tasks module of the project. This setting will determine the first Tasks view typethat other collaborators will see when they join the project. Though this determines the initial view new Project members will see when they join, they will have the ability to toggle through the Tasks views on their own.
Setting Default Task View during Project Creation
When creating a new project, click into the Advanced options. From here you can select which Tasks view should be the default for the project, ensuring that other collaborators see the same view when they join the project
Note that this is selecting the view type (Kanban, List, Calender, etc.) Please visit this help article to learn more about how to save the exact layout in List view across the project.
Setting Default Task View from Project Settings
If you wish to set the default Task view after the project is created, you can always adjust the Default View after creating the project by accessing your Project Settings. First, locate the Project Control Center option from the Project's dropdown menu.
From the Settings screen, you'll be able to adjust the Default Task View.
The selected view will determine which Task view type is seen first by project collaborators when they join the project.




