# Views, filters and saved views (/docs/kanban/kanban-views)

Every board can show its cards in five ways: as columns, a grouped list, a sortable table, a month calendar or a timeline. Search, filters, sorting and grouping narrow any of them, and a saved view keeps a combination as its own tab for everyone on the board.

- **Who can use it:** Everyone who can see the board can switch views, search, filter, sort and group. Saving, renaming, updating and deleting saved views needs the **Save board views** permission (Owners, Admins and Members by default), on any board you can see. Dragging cards on the calendar or timeline needs the right to edit them ([Add and work on cards](/docs/kanban/kanban-cards)). See [Roles and permissions](/docs/settings/roles).
- **Before you start:** Open a board from the [Kanban page](/docs/kanban/kanban-boards).

## Switch views [#switch-views]

The tabs under the board's name switch between its views. Content calendars also have **Planner** and **Analytics**; saved views follow the built-in tabs, and **+** at the end saves a new one.

![The board tabs Overview, Board, List, Table, Calendar, Timeline, Planner, Analytics, Files, Activity, the saved view High priority and +](/screenshots/kanban-views/01-tabs.webp)

| Tab | What it shows |
|---|---|
| **Overview** | Progress, what's coming up, details, members and milestones ([Board overview, files and activity](/docs/kanban/board-overview)). |
| **Board** | One column per status ([Add and work on cards](/docs/kanban/kanban-cards)). |
| **List** | The cards as rows, grouped by status or another field. |
| **Table** | The cards as a sortable table with the fields of the board's kind. |
| **Calendar** | The cards on a month calendar by date. |
| **Timeline** | The cards as bars across weeks or months, with milestones. |
| **Planner**, **Analytics** | Content calendars only ([Content planner and social analytics](/docs/kanban/content-planner)). |
| **Files** | Every file on the board ([Board overview, files and activity](/docs/kanban/board-overview#share-files-on-the-board)). |
| **Activity** | Everything that changed on the board ([Board overview, files and activity](/docs/kanban/board-overview#follow-the-activity)). |

The tab, search, filters, sort and grouping are part of the page's address, so you can bookmark a view or send it to a teammate. Switching between the built-in tabs keeps your search and filters.

## Search and filter cards [#search-and-filter-cards]

<Steps>
<Step>

### Search [#search]

Type in **Search cards** above the cards, or press <kbd>/</kbd> to jump there. Search matches a card's key, title and description, and the names of contacts linked to it; on content calendars also captions and hashtags, and on lead pipelines the next step. While a search or filter is on, the count on the right says how many cards match, for example "4 of 10".

</Step>
<Step>

### Add a filter [#add-a-filter]

Click **Filter**, point to a field and tick one or more values. The cards narrow as you tick.

![The Filter menu on a list, open on Priority with Urgent, High, Medium, Low and No priority](/screenshots/kanban-views/02-filter-menu.webp)

| Field | Values |
|---|---|
| **Status** | The board's statuses. |
| **State** | **Open**, **Done**, **Lost**. Scheduled posts count as open. |
| **Assignee** | **You**, **Unassigned**, and each person on the board. |
| **Priority** | **Urgent**, **High**, **Medium**, **Low**, **No priority**. |
| **Labels** | The board's labels. |
| **Due date** | **Overdue**, **Today**, **Next 7 days**, **Later**, **Past, finished**, **No due date**. |
| **Contact** | Contacts linked to cards on this board. |
| **Network**, **Post status** | Content calendars only: the seven networks, and **Draft**, **Planned**, **Scheduled**, **Missed its time**, **Published**. |
| **Source** | Lead pipelines only: where the lead came from. |
| **Platform** | Ad boards only: **Meta**, **TikTok**, **Google**, **LinkedIn**. |
| **Created**, **Updated** | **Last 24 hours**, **Last 7 days**, **Last 30 days**. |

</Step>
<Step>

### Adjust the chips [#adjust-the-chips]

Each filter shows as a chip under the toolbar. Values ticked in one chip widen the match (any of them); separate chips narrow it (all of them), which is why they're joined by "and".

![The toolbar with Filter 2, and the chips Priority is Urgent, High and Assignee is not Unassigned, then Add](/screenshots/kanban-views/03-filter-chips.webp)

Click a chip to switch between **is** and **is not**, or to change its values. Click its **×** to remove it, **Add** to filter on another field, or **Clear all** to remove every filter.

![A chip's menu with is not ticked and the values You, Unassigned (ticked), Priya Raman, Jonah Weiss, Lena Ortiz and Tomás Herrera](/screenshots/kanban-views/04-chip-editor.webp)

</Step>
</Steps>

When nothing matches, the view says, for example, **No tasks match**. Click **Clear search and filters** to see every card again.

## Sort and group [#sort-and-group]

On the **List**, **Table** and **Timeline** tabs, click **Sort:** to order the cards. **Manual** (the default) follows the order on the board; the others are **Title**, **Due date**, **Start date**, **Priority**, **Status**, **Assignee**, **Created** and **Updated**, plus **Publish time** on content calendars, **Deal value** and **Chance to close** on lead pipelines, and **Spend** and **Conversions** on ad boards. Pick **Ascending** or **Descending** under **Order**; cards without a value go last.

![The Sort by menu with Manual ticked, then Title, Due date, Start date, Priority, Status, Assignee, Created and Updated](/screenshots/kanban-views/05-sort-menu.webp)

On the **List** and **Timeline** tabs, click **Group:** to group the cards by **Status** (the default), **Assignee**, **Priority**, **Label**, **Due date**, or **None** for one group of all cards. Content calendars can also group by **Post status** and **Network**.

![The Group by menu with Status ticked, then Assignee, Priority, Label, Due date and None](/screenshots/kanban-views/06-group-menu.webp)

## List [#list]

The **List** tab shows each card as a row with its key and title, **Status**, **Assignee**, **Priority**, **Due date** and **Labels**. Finished cards are struck through, and overdue dates are red. Grouped by assignee, your cards come first and a card with several assignees shows in each of their groups.

![The list grouped by assignee: You with two cards, Jonah Weiss with two and Lena Ortiz with one, each group ending in Add card](/screenshots/kanban-views/07-list.webp)

- Click the arrow before a group's name to fold or unfold it.
- Click **Add card** under a group (or the **+** beside its name) to add a card that takes that group's status, priority, assignee or label.
- Tick rows to change several cards at once ([Change several cards at once](/docs/kanban/kanban-cards#change-several-cards-at-once)).

## Table [#table]

The **Table** tab lists every card with more of its fields, by board kind. Click a column header to sort by it, and again to reverse.

![The Inbound leads table sorted by Value, with Title, Status, Priority, Assignee, Due, Contacts, Value, Chance and Labels](/screenshots/kanban-views/08-table.webp)

| Board kind | Columns after Title, Status, Priority, Assignee and Due |
|---|---|
| Project board | **Checklist**, **Labels**, **Contacts** |
| Content calendar | **Channels**, **Publishes**, **Labels**, **Contacts** |
| Lead pipeline | **Contacts**, **Value**, **Chance**, **Labels** |
| Ad campaigns | **Platform**, **Spend**, **Conversions**, **Labels** |

## Calendar [#calendar]

The **Calendar** tab shows a month. A post sits on the day it publishes (with its time), and other cards on their due date (a campaign without one sits on its start day). Each day shows up to four cards; click **… more** to see the rest. Cards without a date wait in **No date** under the month.

![October 2026 on the Social content calendar, with posts on the 14th, 17th, 21st, 22nd, 23rd and 25th, today highlighted, and four posts under No date](/screenshots/kanban-views/09-calendar.webp)

- Use the arrows to go to the previous or next month, and **Today** to come back.
- Drag a card to another day to make that day its due date. A post moves to the new day and keeps its time of day; it can't move to a time that has passed, and published posts don't move. Moving a scheduled post needs **Schedule and publish posts**.
- Click a card to open it.

On a phone, the calendar lists the days of the month that have cards instead ("Nothing is scheduled this month." when there are none).

## Timeline [#timeline]

The **Timeline** tab draws each dated card as a bar from its start to its due date (a campaign's bar is its flight, a post's is its publish day). The blue line is today. Cards without a due date stay off the timeline; the line above it says how many are on.

![The Q4 website launch timeline in weeks: the Milestones row with Site map signed off and Developer handoff, then bars grouped by status, and today's blue line](/screenshots/kanban-views/10-timeline.webp)

- Switch between **Weeks** and **Months**, and click **Today** to scroll back to today.
- The **Milestones** row shows the board's milestones as diamonds; past ones are grey ([Set the dates, lead and milestones](/docs/kanban/create-board#set-the-dates-lead-and-milestones)).
- A bar fills as the card's checklist gets done.
- Drag a bar to move the card's dates, or drag its right edge to change the end. With a bar focused, <kbd>←</kbd> and <kbd>→</kbd> move it a day, and <kbd>Shift</kbd> <kbd>←</kbd> / <kbd>Shift</kbd> <kbd>→</kbd> change its end.

![The Holiday ad campaigns timeline in months, with campaign flights from September to December and the Holiday flight starts milestone](/screenshots/kanban-views/11-timeline-months.webp)

## Save a view [#save-a-view]

<Steps>
<Step>

### Set up the view [#set-up-the-view]

Search, filter, sort and group the cards the way you want them.

</Step>
<Step>

### Click + and name it [#click--and-name-it]

Click **+** at the end of the tabs. The dialog sums up what it saves, for example "1 filter, sorted by due". Type a **Name** (up to 30 characters, unique on the board) and choose how it opens under **Show as**: **Board**, **List**, **Table**, **Calendar** or **Timeline**.

![The Save view dialog: Saves 1 filter, sorted by due as a tab on Q4 website launch, for everyone on the board, with the name Due this week and Show as List](/screenshots/kanban-views/12-save-view.webp)

</Step>
<Step>

### Save it [#save-it]

Click **Save view**. The view opens as a new tab, and everyone on the board sees it.

</Step>
</Steps>

## Update, rename or delete a saved view [#update-rename-or-delete-a-saved-view]

Open the saved view's tab. If you change its filters, sort or grouping, the view's **⋯** menu (next to its name) offers **Update with current filters** to save the change. It also has **Rename** and **Delete view**.

![The High priority view's menu with Update with current filters, Rename and Delete view](/screenshots/kanban-views/13-saved-view-menu.webp)

Deleting a view asks you to confirm; the cards stay, only the saved filters go. Click **Undo** in the message to bring the view back. Renaming changes the name for everyone on the board.

<Callout title="Leaving a saved view">
Switching from a saved view to a built-in tab drops the view's filters, so the tab shows every card again.
</Callout>

## Troubleshooting [#troubleshooting]

<Accordions type="single">
<Accordion title="A card is missing from the calendar or timeline">
The calendar needs a due date (or, for posts, a publish time; for campaigns, a start day), and the timeline needs a due date. Look under **No date** on the calendar, or add dates on the card.
</Accordion>
<Accordion title="I can't drag a post on the calendar">
Published posts don't move, a post can't move to a time that has passed, and moving a scheduled post needs **Schedule and publish posts**. A message such as **Not rescheduled** or **Not moved** says why.
</Accordion>
<Accordion title="There's no + to save a view">
Your role doesn't include **Save board views**. Ask an owner or admin ([Roles and permissions](/docs/settings/roles)).
</Accordion>
</Accordions>

## Next steps [#next-steps]

<Cards>
<Card title="Add and work on cards" href="/docs/kanban/kanban-cards" description="Add, move, assign and edit cards." />
<Card title="Board overview, files and activity" href="/docs/kanban/board-overview" description="See progress, files and everything that changed." />
<Card title="Content planner and social analytics" href="/docs/kanban/content-planner" description="Plan posts by the hour and see how they did." />
</Cards>
