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
This project has had its columns customized to prioritize the Clients custom field while including Status and Due Date columns.
After a customized layout is created, a Save view button will appear.
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.
If pinned, this view will now be shown at the top of the task board for you. If you shared the view with others, they too will see this view at the top of the board.
This view's options can be viewed via the option dots shown on hover of the view.
Setting as Default
To set a view as the default, select the Set as default option via the option menu for as shown in the previous screenshot. This view will be 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.
