view
A view allows you to customize the display of a page, content or export. It lets you define what information is displayed and how it is formatted. Views are available on many screens (project list, Kanban task board, etc.).
List of view types
List of views created on the platform
Filter view list
Click on Register to apply the filter and
Close to return to the list.
This screen lists the different views configured in the platform. Views are sorted by type. These view types are also sorted by theme in the Views - Creating and modifying a view.
Rights required :
Viewing views in platform administration
Using views in the view selector (not to access this screen, but to change a view in a
Project Monitor)
General actions
Add ➡️
Views - Creating and modifying a view
Edit ➡️
Views - Creating and modifying a view
Filter ➡️
Views - Filter view list
It is not possible to change the view this screen.
It is not possible to modify or delete views en masse. To modify a view, simply click on the view label in blue , and the modification form will appear.
Creating and modifying a view
Rights required :
Viewing views in platform administration
Create a view (creation)
Modify a view (change)
The new view type selection screen allows you to create a different view from the one proposed by default by the platform. A creation form will appear, specific to each view type.
The fields in the creation and modification forms are identical. The possible actions, however, are different.
The view type selection screen does not appear when editing. To modify a view, simply click on the view label in blue , and the modification form will appear.
Creation actions
Fold and
Unfold display or hide the detailed content of each view type
Select takes you to the next step in creating a new view form
Possible actions upon modification
Delete (right required
Delete a view)
Details of each type of view can be found here :