--- sourceDocument: Australia Strategic Portfolio Management sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Board views in CWM # Board views in CWM {#ariaid-title1} Release version: Australia Updated August 20, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Board views in CWM Board views in Collaborative Work Management (CWM) enable you to create, customize, and seamlessly switch between different display preferences on Boards. These preferences include column display, sorting, filtering, view modes, and Kanban lane selection. Board views help optimize how you and your team visualize and manage work, ensuring a consistent and efficient experience across sessions and users. Show full answer Show less ## Key Features * **Personal and Shared Views:** You can save Board display preferences as personal views (accessible only to you) or shared views (available to all team members with Board access). Personal views allow you to tailor your Board experience individually, while shared views promote consistency for the entire team. * **Multiple Views:** Create multiple views for the same Board to suit different audiences or workflows, switching quickly without manually adjusting settings each time. * **View Persistence:** The last visited view on a Board is saved as your user preference and automatically selected upon returning, streamlining workflow continuity. * **Integration with Templates:** Shared views are saved when a Board is saved as a template, facilitating standardized setups across teams. * **View Types:** CWM supports various Board views including Dashboard, List, Gantt, and Kanban, enabling visualization that best fits your team's workflow. ## Practical Actions * **Create Custom Views:** Modify Board display preferences and save them as personal or shared custom views to suit your and your team's needs. * **Update Existing Views:** Adjust and update saved views anytime to reflect changes in processes or team requirements. * **Delete Views:** Remove outdated or unnecessary personal or shared views to keep Board views relevant and organized. ## Why It Matters Board views in CWM enhance collaboration by providing tailored and consistent data presentation. They save time by eliminating repetitive configuration, support multiple workflows, and ensure that all team members have access to the most relevant and up-to-date Board views. This functionality is essential for maintaining efficient work management in dynamic team environments. Create, customize, and switch seamlessly between Board display preferences such as column display, sorting, and filtering based on the audience and purpose in Collaborative Work Management (CWM). With Board views, you can save your preferred data views or create shared views to ensure a consistent experience across sessions and for the entire team. Saved preferences include column display, column order, sorting, filters, view mode display, Kanban vertical lane selection. You can create multiple views for Board display personalization and come back to the view of your choice, without having to rearrange columns on the Board every time. The following are some more advantages of Board views: * Save Board display preferences as personal or shared views. * Create shared views for the team so that all the team members consuming the data have the same experience. * Create multiple views for the same Board so that you can display data in a way that is fit for your audience. * Quickly switch between views to avoid manually updating display preferences each time the audience is changed. * Update the view preferences anytime to adapt to changing processes. {#board-views-in-cwm__ul_ydt_jvq_bdc} Board views in CWM can be classified as personal and shared: My views : The Board display settings that are personal to you and are only available for you to access are grouped into My views. You can create multiple personal views and switch between them depending on your workflow patterns. Any display personalization settings that you have already applied to your Boards before upgrading to CWM version 4.0.1 are saved as your personal view, with the name \'s view. Shared views : Shared views are available to all members that have access to the Board or Space. You can create multiple shared views for a Board so that each type of audience has a view that is customized for them. Note: Shared views cannot be created in My Space because it's your personal Space. When you save a Board with shared views as a template, the shared views are also saved as part of the template. For more information on templates, see [Templates in CWM for Boards and Docs](https://servicenow-prod.fluidtopics.net/ql6DLtM86FJaXj22oBfCRw "By enabling creation of Boards and Docs from predefined or custom templates, Collaborative Work Management (CWM) helps improve efficiency, save time, and reduce inconsistencies in format."). The view that you last visited for a Board is saved as your user preference and is selected the next time you reload the Board. Use the following sections to learn more on how to make the most out of Board views and their customizations for your team. * **[Dashboard, List, Gantt, and Kanban views in CWM](https://servicenow-prod.fluidtopics.net/UPPxUWG0natuCn_zLU9j0g)** Switch between Dashboard, List, Gantt, and Kanban views to manage and visualize work on a CWM Board in the way that best fits your team's workflow. * **[Create a custom view for CWM Boards](https://servicenow-prod.fluidtopics.net/O3JuZm~un0rikEI6llQ6aw)** Modify Board display preferences and save them as custom personal or shared views that suit the working preferences for you and your team members in Collaborative Work Management (CWM). * **[Update a CWM Board view](https://servicenow-prod.fluidtopics.net/epIuTmdcCsiu0EbxAmpfUA)** Modify the display preferences of your Collaborative Work Management (CWM)Boards and update the existing personal or shared views. * **[Delete a custom CWM Board view](https://servicenow-prod.fluidtopics.net/PIlmUGQnGpCYOfufNauywg)** Delete the custom personal or shared views for your CWM Boards and keep your Board views current for your workflow.