Views

Create custom filtered and saved views of your work

Overview

Views allow you to create custom, filtered perspectives of your issues. Save frequently used filters, share views with your team, and quickly switch between different contexts without manually re-applying filters each time.

Views help teams maintain focus by creating tailored issue lists for different workflows, roles, and contexts.

Creating a View

Set up a custom view:

1. Navigate to Views

   Go to your project and click “Views” in the sidebar.

2. Create New View

   Click “New View” to open the view creation modal.

3. Configure Filters

   Set up filters, display options, and layout preferences for your view.

4. Save and Name

   Give your view a descriptive name and save it for future use.

View Properties

Name & Description

Give your view a clear name and describe its purpose

Logo/Icon

Customize view appearance with emoji or icon for easy identification

Access Control

Set view as Public (team-wide) or Private (personal only)

Filters

Configure issue filters based on any combination of properties

Display Properties

Choose which issue properties to show in the view

Layout

Select preferred layout: List, Kanban, Spreadsheet, Calendar, or Gantt

Filter Options

Views support comprehensive filtering:

Basic Filters

Status & Priority

Filter by:
- State (specific states or state groups)
- Priority (Urgent, High, Medium, Low, None)
- Status groups (Backlog, Todo, In Progress, Done, Cancelled)

People

Filter by:
- Assignees (assigned to specific team members)
- Created by (issue author)
- Subscribers (people following the issue)

Organization

Filter by:
- Labels (single or multiple labels)
- Cycles (specific sprint cycles)
- Modules (feature modules)
- Projects (for workspace-level views)

Advanced Filters

Date Filters

Filter by due date, start date, created date, or updated date with operators like before, after, and date ranges

Text Search

Search issue titles and descriptions for specific keywords or phrases

Estimate Filters

Filter by story points or time estimates for capacity planning

Relationship Filters

Filter by parent issues, sub-issues, or related issue relationships

Filter Operators

Use operators to create precise filters:

const filterOperators = {
  is: "Exactly matches",
  "is-not": "Does not match",
  contains: "Includes any of",
  "does-not-contain": "Excludes all of",
  before: "Date is before",
  after: "Date is after",
  "is-empty": "Field is empty/null",
  "is-not-empty": "Field has a value"
};

Complex filters with many conditions may impact view loading performance. Keep filters focused for best results.

Display Properties

Customize which issue properties appear in your view:

Core Properties

• State
• Priority
• Assignees

Dates

• Due date
• Start date
• Created date
• Updated date

Organization

• Labels
• Cycles
• Modules
• Estimates

Relationships

• Sub-issues
• Parent issue
• Links

Metadata

• Created by
• Attachments
• Comments

Layout Options

Choose how issues are displayed:

List

Traditional list view with expandable rows. Great for scanning and quick updates.

- Compact density options
- Inline property editing
- Expandable issue details
- Bulk selection

Kanban

Drag-and-drop board view. Perfect for workflow visualization.

- Group by: State, Priority, Assignee, Labels
- Sub-grouping support
- Swim lanes
- Drag-and-drop between groups

Spreadsheet

Table view with all properties visible. Ideal for bulk operations.

- Excel-like interface
- Inline editing
- Column sorting
- Horizontal scrolling

Calendar

Timeline view organized by dates. Best for deadline management.

- Month/week/day views
- Drag to reschedule
- Date-based grouping
- Visual date ranges

Gantt

Project timeline with dependencies. Perfect for project planning.

- Timeline visualization
- Date range bars
- Dependency lines
- Critical path view

View Access Control

Manage who can see and use your views:

Public Views

Visible to all project members. Great for team-wide perspectives like “Sprint Backlog” or “Bugs”.

Private Views

Only visible to you. Perfect for personal task lists or work-in-progress filters.

Create public views for common team workflows and private views for your personal task management.

Grouping and Sorting

Organize issues within your view:

Grouping Options

// Group issues by:
- State
- Priority  
- Assignee
- Labels
- Cycle
- Module
- Created by
- None (flat list)

Sorting Options

// Sort issues by:
- Created date (newest/oldest)
- Updated date (recently/least recently)
- Priority (high to low)
- Due date (upcoming/overdue)
- Manual order (drag and drop)

Default Views

Plane provides pre-configured default views:

All Issues

Complete list of all project issues without filters

Assigned to Me

Issues where you are an assignee

Created by Me

Issues you have created

Subscribed

Issues you are following

Default views cannot be deleted but can be customized with additional filters.

View Management

Manage your views effectively:

Quick Actions

// Available view operations:
- Edit view (update filters, layout, properties)
- Duplicate view (create copy with same settings)
- Share view (send link to team members)
- Delete view (remove custom views)
- Set as favorite (pin to sidebar)

View Organization

1. Favorite Important Views

   Star frequently used views to pin them at the top of your views list.

2. Use Descriptive Names

   Name views clearly: “Sprint 24 - In Progress” instead of “My View 1”.

3. Archive Unused Views

   Delete or archive views that are no longer needed to reduce clutter.

Best Practices

Create Role-Based Views

Set up views for different team roles: “Engineering Tasks”, “Design Reviews”, “QA Testing”.

Use Clear Naming Conventions

Include the purpose in view names: “Bugs - High Priority”, “Features - Next Sprint”.

Leverage Public Views

Create shared views for common workflows so the entire team has consistent perspectives.

Combine with Layouts

Match layout to purpose: Kanban for workflow, Calendar for deadlines, Gantt for planning.

Regular View Maintenance

Periodically review and update views as your workflow evolves.

Keyboard Shortcuts

Action	Shortcut (Mac)	Shortcut (Windows/Linux)
Create view	V	V
Switch views	Cmd+Shift+V	Ctrl+Shift+V

Code Example

Creating a view programmatically:

const viewData = {
  name: "High Priority Bugs",
  description: "Critical and high priority bugs for immediate attention",
  logo_props: {
    value: "🐛",
    type: "emoji"
  },
  access: "public",
  rich_filters: [
    {
      property: "priority",
      operator: "in",
      value: ["urgent", "high"]
    },
    {
      property: "labels",
      operator: "contains",
      value: ["bug"]
    },
    {
      property: "state_group",
      operator: "in",
      value: ["backlog", "unstarted", "started"]
    }
  ],
  display_filters: {
    layout: "list",
    group_by: "priority",
    order_by: "created_at"
  },
  display_properties: {
    state: true,
    priority: true,
    assignees: true,
    labels: true,
    due_date: true,
    created_at: true
  }
};

Related Features

• Issues - Work items displayed in views
• Cycles - Filter views by sprint cycles
• Modules - Filter views by feature modules
• Analytics - Analyze data from view filters