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Views in Twenty let you organize, filter, sort, and visualize your data in different ways. Create multiple views of the same object to match different workflows and use cases.

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View types

Twenty supports multiple visualization modes for your data:

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Table view

The classic spreadsheet-like interface for working with records.
  • Grid layout: Rows are records, columns are fields
  • Inline editing: Click any cell to edit directly
  • Column management: Show, hide, resize, and reorder columns
  • Bulk selection: Select multiple records for batch operations
  • Quick filters: Filter bar at the top for rapid filtering
Table view is the default and most versatile view type. Use it for data entry, bulk updates, and detailed record management.

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Kanban view

Visual board organized by a SELECT field with drag-and-drop.
  • Columns: One column per option in your SELECT field
  • Cards: Each record is a card you can drag between columns
  • Stage management: Move records through pipeline stages visually
  • Card customization: Choose which fields display on cards
Perfect for:
  • Sales pipelines (stages: Prospecting → Proposal → Closed)
  • Project management (statuses: To Do → In Progress → Done)
  • Support tickets (priorities: Low → Medium → High → Urgent)
Create a kanban view for any object with a SELECT field. Common choices are status, stage, or priority fields.

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Calendar view

Timeline visualization for date-based records.
  • Month/week/day views: Different time granularities
  • Date field mapping: Choose which date field to display
  • Event cards: Click to view or edit record details
  • Drag to reschedule: Move events to different dates
Ideal for:
  • Tasks with due dates
  • Meetings and events
  • Opportunities with close dates
  • Project milestones

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Widget views

Embeddable views for custom page layouts.
  • Display specific fields from a related record
  • Embed filtered lists within record detail pages
  • Create custom dashboards with multiple widgets

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Creating and managing views

1

Navigate to an object

Go to any object page (e.g., Companies, People, Opportunities).
2

Open view selector

Click the view dropdown in the top toolbar (shows current view name).
3

Create new view

Click ”+ New View” and configure:
  • Name: Give your view a descriptive name
  • Type: Choose Table, Kanban, or Calendar
  • Icon: Select an icon for quick identification
  • Visibility: Personal (only you) or Shared (team-wide)
4

Configure view settings

Set up filters, sorting, grouping, and visible fields for your view.

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View settings

Each view has independent settings:
  • Filters: Which records to show
  • Sorting: Order of records
  • Grouping: Organize records by field values (table view)
  • Visible fields: Which columns to display (table view)
  • Column order: Arrangement of fields
  • Column widths: Size of each column

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Filtering records

Filters let you show only records that match specific criteria.

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Adding filters

1

Click the filter button

In the view toolbar, click the filter icon or “Add Filter”.
2

Choose a field

Select which field to filter by from the dropdown.
3

Select operator

Choose the comparison operator based on field type.
4

Enter value

Provide the value to filter against.

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Filter operators by field type

  • Contains: Text includes substring
  • Does not contain: Text excludes substring
  • Is: Exact match
  • Is not: Not equal to
  • Starts with: Text begins with
  • Ends with: Text concludes with
  • Is empty: Field has no value
  • Is not empty: Field has a value

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Multiple filters and logic

Combine filters with AND/OR logic: 
// Show opportunities where:
stage = "Proposal" AND
amount > 50000 AND
closeDate <= "2026-03-31"
1

Add multiple filters

Click “Add Filter” multiple times to create additional conditions.
2

Toggle logic operator

Click “AND” / “OR” button to switch between requiring all or any filters to match.
3

Create filter groups

Click “Add Group” to create nested filter logic for complex queries.
Save commonly used filter combinations as separate views for quick access.

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Sorting records

Control the order records appear in your view.

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Single field sorting

  1. Click on any column header in table view
  2. Choose ascending (A→Z, 1→9) or descending (Z→A, 9→1)
  3. Icon appears in header showing sort direction

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Multi-field sorting

1

Open sort menu

Click the sort button in the view toolbar.
2

Add sort fields

Choose fields to sort by in order of priority:
Example: Multi-level sort
1. Sort by priority (High → Low)
2. Then by dueDate (Soonest first)
3. Then by name (A → Z)
3

Set sort direction

For each field, choose ascending or descending order.
Sort order is preserved when you save the view. Each view can have its own sorting configuration.

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Grouping records

Group records by field values to organize data hierarchically.

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Available for grouping

  • SELECT fields: Group by status, stage, category
  • BOOLEAN fields: Group by true/false
  • RELATION fields: Group by related record
  • DATE fields: Group by day, week, month, quarter, year

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Using groups

1

Click group button

In table view toolbar, click the group icon.
2

Choose field

Select which field to group by.
3

Set granularity (dates only)

For date fields, choose grouping level:
  • Day
  • Week
  • Month
  • Quarter
  • Year
Groups appear as collapsible sections in table view:
Example: Grouped view
▼ High Priority (12 records)
  - Task 1
  - Task 2
  ...

▼ Medium Priority (24 records)
  - Task 13
  - Task 14
  ...

▼ Low Priority (8 records)
  - Task 37
  - Task 38
  ...
Combine grouping with filters and sorting for powerful data organization. For example: Group by status, filter to current week, sort by priority.

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Column management (Table view)

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Show/hide columns

  1. Click the column settings icon (grid icon) in toolbar
  2. Toggle checkboxes to show or hide fields
  3. Hidden fields don’t appear in the view but data is preserved

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Reorder columns

  • Drag column headers: Click and drag header to new position
  • Column settings menu: Use up/down arrows in settings panel

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Resize columns

  • Drag border: Hover over column border in header, drag to resize
  • Auto-fit: Double-click column border to auto-size to content
  • Set width: Right-click header for exact pixel width

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Pin columns

Keep important columns visible while scrolling:
  1. Right-click column header
  2. Select “Pin column”
  3. Pinned columns freeze on the left side
Column settings are saved per view. Different views can show different fields in different orders.

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View visibility and sharing

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Personal views

  • Only you can see and edit
  • Perfect for your individual workflows
  • Don’t clutter team’s view list

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Shared views

  • Visible to everyone in the workspace
  • Team members can use but not edit (unless they have permissions)
  • Great for standardized reports and common workflows
1

Open view settings

Click the three dots next to view name.
2

Toggle visibility

Switch between “Personal” and “Shared”.
3

Set as default (optional)

Make this the default view that opens for all users.
Shared views can be edited by workspace admins. Create personal copies of shared views if you need custom configurations.

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Best practices

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View organization

  1. Create purpose-specific views: “My Open Tasks”, “This Week’s Opportunities”, “Overdue Items”
  2. Use descriptive names: “Q1 Pipeline (>$50k)” is better than “View 3”
  3. Limit shared views: Only share views that benefit the whole team
  4. Set sensible defaults: The default view should be useful for most team members

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Performance tips

For large datasets, use filters to limit the number of records loaded. Views with 1,000+ records can be slow.
  • Filter before grouping or sorting
  • Hide unused columns to speed up rendering
  • Use date filters to show only recent records
  • Limit displayed fields in kanban cards

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Common view patterns

View: Active Opportunities
  • Type: Kanban
  • Group by: Stage
  • Filter: closeDate within next 90 days
  • Sort: amount (descending)

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Keyboard shortcuts

Speed up view navigation with shortcuts:
  • Cmd/Ctrl + K: Open command palette → quick view switching
  • Cmd/Ctrl + F: Focus search/filter box
  • Cmd/Ctrl + Click: Select multiple records
  • Shift + Click: Select range of records
  • Arrow keys: Navigate between cells (table view)
  • Enter: Edit selected cell (table view)
  • Esc: Cancel edit

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Next steps

Objects and fields

Understand the data structure behind your views

Workflows

Automate actions when records match view filters

API filtering

Apply filters programmatically via API

Permissions

Control who can see which records in views

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