While Nifty automatically remembers your current Group, Sort, and Filter settings in All Tasks, My Work, or a Project's Task Board, saving a custom View allows you to quickly reference that layout in the future. You can also set this View as the default for a project so your collaborators are automatically on the same page.
Custom Task Views can be saved across:
My Work Tasks
All Tasks
A Project's Task Board
What Can Be Included in a Task View:
View Type: Kanban, List, etc.
Filter Options
Group By Options
Sort (List view)
Visible Columns (List view)
Show (Kanban view)
Portfolio & Project Filters (My Work & All Tasks)
Some Ideas for Actionable Task Views:
List View sorted by the Start Date column
List View grouped by Due Date and filtered for you
Kanban View filtered for the High Priority tag
Saving a Task View
In this example, we're viewing a Project's List View as Grouped By Status in Kanban. To save this view for future reference, click the Save View option in the top right of your board.
You’ll be presented with the options to Share with others and Pin the view.
Share: Sharing this view will make it available to others via the Views dropdown selector.
Pin: Pinning this view will make it easily accessible at the top of your Task board.
Name your view, select your desired options, and then click Create.
You’ll now find this view:
At the top of the board (if pinned, as shown below)
In the View dropdown selector at the top right of the board
Whether the view is pinned or in the dropdown menu, you can edit its settings or delete the view by clicking the option dots on hover.
Setting as Default
To set a view as the default, access the option menu for that view. This will ensure that the view is automatically displayed for new joiners of the project.
Once set as default, the view's icon will change to a bookmark to indicate its default status.
You can set a new Default View or delete this view to update the default view parameters.
Pinning Multiple Views
When you have 3 or more pinned views, your Tasks screen will reformat to display these views above your filter options.
