Space Views
The Space Views provide a centralized interface to access and manage all Projects within a specific Space, organized under their parent Workspace.
Available to all accounts regardless of subscription plan.
Space Views offer two display options - List View and Board View - to suit different workflow preferences. This guide explains how to access and use these views to navigate, organize, and customize your Space data.
Access Space View
To access the Space Views, follow these steps:
- After Login -> Navigate to Projects: Click the Project icon in the primary panel.
- Structure View: Displays a list of all Workspaces in the secondary panel, with the hierarchy data (Spaces, Projects, Sections, Tasks, Subtasks) of the first Workspace loaded in the Right Panel.
- Structure View -> Select a Space: You will be redirected to a list of all Projects of the first Space within the selected Workspace, organized by their hierarchy (Space > Project).
- Load Space Views: Upon selecting a Space in Structure View, the Right Panel will load the Space View, with List View as the default.
Space Views
Space Views offer two display modes: List View and Board View. Both views provide identical functionality, differing only in their visual presentation.
List View
List View displays Projects in a structured, hierarchical list within the selected Space. Each Project is accessible with a single click, providing a clear and compact overview.
Board View
Board View presents Projects as visual cards on a Kanban-style board within the selected Space. Each card represents a Project and can be clicked to access its details, offering an interactive and visual workflow.
Features on Views
| Feature | Description |
|---|---|
| Add | Add a new Project directly from the view. Click the “+ Add” icon next to the Space. Refer: Add Project Guide |
| Search | Search for a specific Project by its ID or Name using the search bar at the top. |
| Filter | Apply filters to display specific datasets (e.g., Projects by owner, Budget Type, or Clients). Click the filter icon to select criteria. |
| Sort | Sort the list of Projects by parameters like name, date, or number of tasks. Click the sort icon to choose options. |
| Group By | Group Projects by criteria such as client, or budget type. Select “Group By” from the view options. |
| Customize | By default, completed (Done) Projects are hidden. Enable the “Show Completed Projects” option in the customize menu to display them. |
Quick Note Features like search, filter, sort, and group by are applied to the current view and reset when you switch Workspace.
Other References
To add a new space , refer to the Add Space.
To explore all created spaces, refer to the List of Spaces.