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A view in SetGet is a saved combination of filters, layout, grouping, ordering, and display options. Instead of rebuilding the same filter criteria every time you sit down to work, you save that combination as a view and return to it with a single click. Views are the primary mechanism for turning raw work-item data into actionable, role-specific dashboards.

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Every time you apply filters, choose a layout, or configure grouping on a list of work items, you are building a perspective. A view persists that perspective so you can:

• Return to the exact same configuration tomorrow without reconfiguring anything.
• Share a useful perspective with your team so everyone sees the same slice of work.
• Switch between different perspectives instantly using the sidebar.

Views do not duplicate data. They are lenses that read from the same underlying work items and reflect real-time changes.

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SetGet supports two scopes of views:

Aspect	Project view	Workspace view
Scope	Shows work items from a single project	Shows work items across all projects in the workspace
Where to create	Inside a project, from the project sidebar	From the workspace-level Views section in the main sidebar
Who can see it	All members of the project	All members of the workspace
Best for	Sprint dashboards, team-specific filters, module-focused lists	Cross-project priority triage, personal to-do views, leadership dashboards
Filter options	All standard properties	All standard properties plus a Project filter to scope across projects

Choose the scope that matches the audience. If the view is only relevant within a single project, keep it at the project level to reduce clutter in the workspace sidebar.

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Every project and workspace comes with four built-in views that cannot be deleted:

Default view	Description
All Issues	Every work item in the current scope, unfiltered
Assigned to Me	Work items where you are an assignee
Created by Me	Work items you created
Subscribed	Work items where you are a subscriber (manually subscribed or auto-subscribed through activity)

Default views use the same layout and display controls as custom views. You can change the layout, grouping, and ordering on a default view, and your personal preferences are remembered.

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1. Navigate to the scope where you want the view:
   • For a project view, open the project and click Views in the project sidebar.
   • For a workspace view, click Views in the main sidebar.
2. Click the + Create View button.
3. Give the view a descriptive name (for example, "High Priority Bugs" or "Sprint 12 In Progress").
4. Optionally add a description explaining the purpose of the view.
5. Configure the view:
   • Apply filters to narrow down which work items appear.
   • Choose a layout (List, Kanban, Spreadsheet, Calendar, or Gantt).
   • Set display options such as grouping, ordering, and visible properties.
6. Click Save View.

The new view appears in the sidebar under the Views section. Click it at any time to load the saved configuration.

Quick save from an active filter

If you are already looking at a filtered, grouped, or sorted list and want to preserve it:

1. Apply your desired filters and display settings.
2. Click the Save as View button that appears in the filter bar.
3. Enter a name and click Save.

This approach is often faster than starting from the Create View dialog because you can visually verify the results before saving.

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To modify a saved view:

1. Open the view from the sidebar.
2. Change any combination of filters, layout, grouping, ordering, or display properties.
3. Click Update View in the filter bar to persist your changes.

If you make temporary changes but do not want to save them, simply navigate away. The view retains its last saved configuration.

Rename a view

1. Right-click the view name in the sidebar (or click the three-dot menu).
2. Select Edit View.
3. Change the name or description.
4. Click Save.

Duplicate a view

To create a copy of an existing view with the same configuration:

1. Right-click the view name in the sidebar (or click the three-dot menu).
2. Select Duplicate View.
3. A new view is created with the same filters, layout, grouping, and ordering, named "Copy of [original name]".
4. Rename the duplicate and modify its settings as needed.

Duplicating is useful when you want to create a variation of an existing view without editing the original.

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1. Right-click the view name in the sidebar (or click the three-dot menu).
2. Select Delete View.
3. Confirm the deletion in the dialog.

WARNING

Deleting a view is permanent and cannot be undone. If other team members rely on the view, notify them before deleting it. Default views (All Issues, Assigned to Me, Created by Me, Subscribed) cannot be deleted.

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Every custom view you create is automatically visible to all members of its scope (project or workspace). There is no separate sharing step — if a team member has access to the project or workspace, they can see and use the view.

Sharing behavior

Action	Effect
Create a project view	All project members can see and use it
Create a workspace view	All workspace members can see and use it
Edit a view	Changes are reflected for everyone who opens the view
Delete a view	The view disappears for all members

TIP

If you want a personal-only perspective that does not affect others, use the filter and display controls without saving as a view. Your unsaved configuration is local to your session.

Sharing a view link

To share a direct link to a view with a team member:

1. Open the view.
2. Copy the URL from your browser's address bar.
3. Send the URL to your colleague.

When the recipient opens the link, they see the same view with all saved filters, layout, and display options applied. The recipient must be a member of the project or workspace to access the view.

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Each view stores the following configuration:

Setting	Description	Learn more
Filters	Which work items to include based on property conditions	Filters
Layout	How to render the results (List, Kanban, Spreadsheet, Calendar, Gantt)	List, Kanban, Spreadsheet, Calendar, Gantt
Group by	Primary grouping axis (State, Priority, Assignee, Label, Cycle, Module, or None)	Display Options
Sub-group by	Secondary grouping within each primary group	Display Options
Order by	Sort order within groups (Manual, Created Date, Updated Date, Priority, State)	Display Options
Direction	Ascending or descending sort direction	Display Options
Display properties	Which property columns or card fields to show	Display Options

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Naming conventions

Use clear, descriptive names that communicate the intent:

• Good: "Sprint 14 — Blocked Items", "Backend Bugs — High Priority", "Design Review Queue"
• Avoid: "My View", "Test", "View 2"

Keep view count manageable

A workspace with dozens of views becomes difficult to navigate. Consider these guidelines:

• Create workspace-level views only for cross-project concerns (triage, leadership review, personal dashboards).
• Keep project-level views focused on the workflows specific to that project.
• Archive or delete views that are no longer used.

Use views for recurring workflows

Views are most valuable when they correspond to a recurring activity:

Workflow	Suggested view
Daily standup	Kanban grouped by assignee, filtered to the current cycle
Sprint planning	List filtered to Backlog state, ordered by priority
Bug triage	List filtered to Bug label and Urgent/High priority
Release checklist	List filtered to the target module, grouped by state
Personal to-do	Workspace view filtered to Assigned to Me, ordered by due date

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A view remembers which layout is active. You can switch layouts at any time without losing filter or grouping settings:

1. Open the view.
2. Click the layout selector in the toolbar (icons for List, Kanban, Spreadsheet, Calendar, Gantt).
3. The view re-renders in the new layout with the same filters, grouping, and ordering.
4. Click Update View to save the new layout as the default for this view.

Layout compatibility notes

Setting	Behavior when switching layouts
Filters	Carry over to all layouts without changes
Group by	Becomes columns on Kanban, section headers on List/Spreadsheet, swimlanes on Calendar, sidebar sections on Gantt
Sub-group by	Supported on List, Kanban, and Spreadsheet; ignored on Calendar and Gantt if not applicable
Order by	Applies within groups on all layouts
Display properties	Each layout may show properties differently (columns vs. card fields vs. sidebar text)

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View access follows the membership model of the containing scope:

Role	Create views	Edit own views	Edit others' views	Delete own views	Delete others' views
Admin	Yes	Yes	Yes	Yes	Yes
Member	Yes	Yes	No	Yes	No
Guest	No	No	No	No	No

Admins can edit or delete any view in the project or workspace. Members can only modify views they created. Guests can use views but cannot create or modify them.

Klavye kisayollari

Shortcut	Action
V	Open the views list
Ctrl + S / Cmd + S	Save the current view configuration

Sorun giderme

A view shows no results

• Check that the filters are not too restrictive. Remove one filter at a time to identify which condition excludes all items.
• Verify that you have access to the projects whose work items should appear.
• For workspace views, confirm that the project filter includes the relevant projects.

Changes to a view are not saving

• Make sure you click Update View after making changes. Navigating away without saving discards your modifications.
• Confirm that you have permission to edit the view. Only workspace admins and the view creator can modify a view.

A view I need was deleted

Deleted views cannot be recovered. Recreate the view using the same filter and display settings. To prevent accidental deletions, communicate view ownership within your team.

Ilgili sayfalar

• Filters — Learn how to build filter conditions for views.
• SetGet Query Language — Write advanced filter queries using SGL syntax.
• Display Options — Configure grouping, ordering, and visible properties.
• List Layout — View work items in a traditional list.
• Kanban Board — Visualize workflow with drag-and-drop columns.
• Spreadsheet Layout — Edit properties in a tabular grid.
• Calendar Layout — See work items on a calendar.
• Gantt Chart — Plan timelines and dependencies.
• Your Work — Personal dashboard for items assigned to you, created by you, or subscribed.
• Work Items Overview — Understand the fundamental unit of work in SetGet.