Skip to main content

Customizing a view

Display the information you need by changing the layout, grouping, sorting in your project.

Changing the project layout

You can view your project as a table or as a board.

  1. Click next to the name of the currently open view. Screenshot showing the view menu icon
  2. Under "Layout", click either Table or Board. Screenshot showing layout option

Alternatively, open the project command palette by pressing Command+K (Mac) or Ctrl+K (Windows/Linux) and start typing "Switch layout."

Showing and hiding fields

You can show or hide a specific field.

  1. Click next to the name of the currently open view. Screenshot showing the view menu icon
  2. Under "Configuration", click and the list of currently shown fields. Screenshot showing show and hide fields menu option
  3. Select or deselect the fields you want to show or hide. Screenshot showing show and hide fields menu

You can also hide individual fields in table view.

  1. Next to the field you want to hide, click . Screenshot showing field menu icon
  2. Click Hide field. Screenshot showing hide field menu option

Alternatively, open the project command palette by pressing Command+K (Mac) or Ctrl+K (Windows/Linux) and start typing "show", "hide", or the name of the field.

Reordering fields

In table layout, you can change the order of fields.

  1. Click the field header. Screenshot showing the field header
  2. While continuing to click, drag the field to the required location.

Reordering rows

In table layout, you can change the order of rows.

  1. Click the number at the start of the row. Screenshot showing the row number
  2. While continuing to click, drag the row to the required location.

Sorting by field values

In table layout, you can sort items by a field value.

Note: When a table is sorted, you cannot manually reorder rows.

  1. Click next to the name of the currently open view. Screenshot showing the view menu icon
  2. Click Sort. Screenshot showing the sort menu item
  3. Click the field you want to sort by. Screenshot showing the sort menu
  4. Optionally, to change the direction of the sort, click . Screenshot showing sort order option
  5. Optionally, to remove a sort, click No sorting at the bottom of the list. Screenshot showing "no sorting"

Alternatively, open the project command palette by pressing Command+K (Mac) or Ctrl+K (Windows/Linux) and start typing "Sort by."

Grouping by field values in table layout

In the table layout, you can group items by a custom field value. When items are grouped, if you drag an item to a new group, the value of that group is applied. For example, if you group by "Status" and then drag an item with a status of In progress to the Done group, the status of the item will switch to Done. Similarly, when you add a new item to a group, the new item is populated with the value of the group.

Note: You cannot group by title, labels, reviewers, or linked pull requests.

  1. Click next to the name of the currently open view. Screenshot showing the view menu icon
  2. Click Group. Screenshot showing the group menu item
  3. Click the field you want to group by. Screenshot showing the group menu
  4. Optionally, to disable grouping, click No grouping at the bottom of the list. Screenshot showing "no grouping"

Alternatively, open the project command palette by pressing Command+K (Mac) or Ctrl+K (Windows/Linux) and start typing "Group by."

Setting the column field in board layout

In the board layout, you choose any single select or iteration field for your columns. If you drag an item to a new column, the value of that column is applied to the dragged item. For example, if you use the "Status" field for your board columns and then drag an item with a status of In progress to the Done column, the status of the item will switch to Done.

  1. Click next to the name of the currently open view. Screenshot showing the view menu icon
  2. Click Column field. Screenshot showing the column field item
  3. Click the field you want to use. Screenshot showing the column field menu

Alternatively, open the project command palette by pressing Command+K (Mac) or Ctrl+K (Windows/Linux) and start typing "Column field by."