Customizing a view

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.
2. Under "Layout", click either Table or Board.

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.
2. Under "Configuration", click and the list of currently shown fields.
3. Select or deselect the fields you want to show or hide.

You can also hide individual fields in table view.

1. Next to the field you want to hide, click .
2. Click Hide field.

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.
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.
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.

1. Click next to the name of the currently open view.
2. Click Sort.
3. Click the field you want to sort by.
4. Optionally, to change the direction of the sort, click .
5. Optionally, to remove a sort, click No sorting at the bottom of the list.

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.

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

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.
2. Click Column field.
3. Click the field you want to use.

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