TeamBoard ProScheduler

Saving a view

You can save multiple views of your project to emphasize different aspects or scenarios, and easily switch between them as needed.

Customize your view

To save a custom Gantt view, you first need to customize your Gantt chart settings. This might include: 

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Hierarchy View CleanShot 2026-01-16 at 00.35.37@2x-20260115-173543.jpg

Use this option to switch between different hierarchy structures, including Jira hierarchy, Flat, and WBS views.

Group by CleanShot 2025-07-28 at 13.27.47@2x-20250728-062754.jpg

Group work items by categories like status, assignee, priority, or sprint, etc., to gain a clearer overview of your project.

Quick Filter CleanShot 2025-07-28 at 13.29.47@2x-20250728-062955.jpg

Apply filters to view specific work items based on JQL settings.

Critical path CleanShot 2025-07-28 at 13.33.29@2x-20250728-063334.jpg

Identifies the sequence of tasks that defines the project’s minimum completion time.

Baseline CleanShot 2025-07-28 at 13.34.13@2x-20250728-063417.jpg

Capture a snapshot of your current schedule to compare planned versus actual progress over time.

View settings CleanShot 2025-07-24 at 22.23.58@2x-20250724-152407.jpg

Customize the look of the Gantt and add extra details to your Gantt view

How to save a view

Steps

How it works

  1. From your current view: Click CleanShot 2025-07-30 at 13.53.26@2x-20250730-065330.jpg in the Gantt toolbar.

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  1. Click on CleanShot 2025-09-18 at 22.52.15@2x-20250918-155219.jpg in the dropdown menu to open the ‘Save view’ pop-up.

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  1. Enter a Name for your view > Click CleanShot 2025-09-18 at 22.55.15@2x-20250918-155519.jpg to apply your changes.

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Learn more:

💡 Save as a New View

If you’ve made further changes but want to keep the original view unchanged:

  • Check ✅ “Save as new view” box in the pop-up.

  • Enter a new name for this version.

  • Click Save to create a separate view.

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💡 Reset to Original View

The "Reset" button within a "Save View" feature allows users to revert the current page or view to its default state or the last saved view, effectively undoing recent changes like filters, sorts, or column configurations.

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How to switch between views

  1. To switch to a different view, open the CleanShot 2025-09-25 at 13.30.31@2x-20250925-063036.jpg View dropdown in the Gantt toolbar.

  2. Select any saved view from the My Views section to instantly change to your preferred layout or filter.

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How to delete a saved view

  1. To delete a saved view, open the CleanShot 2025-09-25 at 13.30.31@2x-20250925-063036.jpg View dropdown in the Gantt toolbar.

  2. Select the saved view you want to delete from the "My Views" section.

  3. Click the trash icon CleanShot 2025-07-30 at 14.05.35@2x-20250730-070539.jpg next to the view name.

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