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:
Navigate to Views
Go to your project and click “Views” in the sidebar.
Create New View
Click “New View” to open the view creation modal.
Configure Filters
Set up filters, display options, and layout preferences for your view.
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
People
Organization
Filter by: - State (specific states or state groups) - Priority (Urgent, High, Medium, Low, None) - Status groups (Backlog, Todo, In Progress, Done, Cancelled)
Filter by: - Assignees (assigned to specific team members) - Created by (issue author) - Subscribers (people following the issue)
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:
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
Kanban
Spreadsheet
Calendar
Gantt
Traditional list view with expandable rows. Great for scanning and quick updates. - Compact density options - Inline property editing - Expandable issue details - Bulk selection
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
Table view with all properties visible. Ideal for bulk operations. - Excel-like interface - Inline editing - Column sorting - Horizontal scrolling
Timeline view organized by dates. Best for deadline management. - Month/week/day views - Drag to reschedule - Date-based grouping - Visual date ranges
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
Favorite Important Views
Star frequently used views to pin them at the top of your views list.
Use Descriptive Names
Name views clearly: “Sprint 24 - In Progress” instead of “My View 1”.
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 VVSwitch views Cmd+Shift+VCtrl+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 } };
Issues - Work items displayed in viewsCycles - Filter views by sprint cyclesModules - Filter views by feature modulesAnalytics - Analyze data from view filters 