Board views in CWM

  • Release version: Washingtondc
  • Updated September 5, 2024
  • 2 minutes to read
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    Summary of Board views in CWM

    Board views in Collaborative Work Management (CWM) allow users to create, customize, and switch between various display preferences, including column layout, sorting, and filtering. This functionality helps tailor the board experience based on audience needs and purposes, providing a consistent experience for teams.

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    Key Features

    • Personal and Shared Views: Users can create personal views that are accessible only to them, and shared views that are available to all team members with board access.
    • Saving Preferences: Users can save display preferences, including column display, order, sorting, and filter settings, which can be reused to enhance workflow efficiency.
    • Multiple Views: The ability to create multiple views for the same board allows for tailored data presentation for different audiences.
    • Flexible Viewing Modes: Users can switch between List, Gantt, and Kanban views to manage tasks according to their workflows.
    • Updating Views: Users can modify and update existing board views to adapt to changing processes.
    • Templates: Shared views can be saved as part of board templates for consistency across sessions.

    Key Outcomes

    By utilizing Board views, ServiceNow customers can enhance collaboration and efficiency within their teams. Users can expect easy navigation between personalized and shared views, quick adjustments to board displays based on evolving needs, and improved task management through flexible viewing options. This ultimately leads to a more organized and productive work environment.

    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 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 version 4.0.1 are saved as your personal view, with the name <Your 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.

    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.

    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.