Board views in CWM

  • Release version: Yokohama
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Board views in CWM

    Board views in Collaborative Work Management (CWM) enable ServiceNow customers to create, customize, and switch seamlessly between different display preferences on their Boards. These preferences include column display, sorting, filtering, and view modes like Kanban lanes. Board views help tailor data visualization for different audiences and purposes, improving collaboration and efficiency.

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    Key Features

    • Saved Preferences: Board views save settings such as column order, filters, sorting, and Kanban lane selections, allowing users to return to preferred layouts without reconfiguration.
    • Personal and Shared Views:
      • My Views: Personal display settings that only the user can access and manage. Multiple personal views can be created to suit individual workflows.
      • Shared Views: Views available to all Board or Space members, enabling consistent data presentation across teams. Multiple shared views can be created for different audiences. Note that shared views cannot be created in personal Spaces (My Space).
    • View Persistence: The last visited Board view is saved as user preference and loads automatically on next access.
    • Multiple View Types: Users can switch between List, Gantt, and Kanban views to match their team’s workflow and visualization needs.
    • Template Integration: When saving Boards with shared views as templates, the shared views are included, facilitating standardized setups for teams.

    Practical Use and Management

    • Customers can create, update, and delete custom Board views to keep their workspace aligned with evolving processes and team requirements.
    • Switching between views allows quick adaptation to different audiences without manual reconfiguration.
    • Shared views promote uniformity in how team members consume and interact with Board data.

    Key Outcomes

    By leveraging Board views in CWM, ServiceNow customers can personalize and standardize how work is visualized and managed across teams. This drives consistent collaboration, reduces repetitive setup tasks, and supports flexible workflows tailored to different roles and purposes.

    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 CWM 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 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.

    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.