Save customized Gantt chart layouts, filters, and display settings as reusable views. Quickly switch between different planning perspectives without reconfiguring your chart each time.

What are Custom Views?

A Custom View captures the current appearance and configuration of your Gantt chart, allowing you to restore it with a single click.

Instead of repeatedly adjusting columns, filters, layouts, or display options, you can save them as reusable views and switch between them whenever needed.

Note: Custom Views do not modify your project data. They only affect how the chart is displayed.

Common use cases

Create different views for:

• Executive reporting

• Sprint planning

• Resource planning

• Milestone tracking

• Team-specific planning

• Release management

• Critical path analysis

• Daily project management

What a Custom View stores

A Custom View saves the current chart presentation, including:

Layout

• Toolbar layout

• Table visibility

• Timeline visibility

• Resource panel visibility

Display settings

• Timeline scale

• Selected Show menu options

• Timeline cell width

• Row height

Table settings

• Visible columns

• Column order

• Column widths

Filters

• Task filters

• Resource filters

• Jira and Gantt field filters

• JQL filters

• Issue type, sprint, status, and other selected filter values

Note: Task Grouping is not included in Custom Views.

Creating a Custom View

To save the current chart configuration:

1. Configure the chart as desired.

2. Click View on the toolbar.

3. Select Save as New View.

4. Enter a name for the view.

5. Save the view.

The new view is immediately available from the View menu.

Open

Open

Applying a Custom View

To switch to a saved view:

1. Click View on the toolbar.

2. Select the desired view from the list.

The chart layout and display settings are applied instantly.

Chart Default View

In addition to personal views, each chart can have a single Chart Default View.

The Chart Default View provides a consistent starting layout for everyone who accesses the chart.

Permissions

Only users with the Manager role can:

• Create a Chart Default View.

• Update the Chart Default View.

• Replace the existing default view.

A manager can either:

• Save an existing personal view as the default, or

• Create a new default view directly.

There can be only one Chart Default View for each chart.

Reset to Default

Any user with access to the chart can restore the default layout by selecting Reset to Default from the View menu.

This quickly returns the chart to the configuration defined by the chart manager.

Updating the default view

Chart managers can update the default view at any time.

Simply configure the chart as required and select Save as Chart Default View again.

The previous default view is replaced.

Open

Open

Deleting a Custom View

To remove a personal view:

1. Open the View menu.

2. Locate the view.

3. Click Delete View.

The view is permanently removed from your account.

View availability

There are two types of views:

Best practices

• Create separate views for different audiences, such as project managers, executives, and team members.

• Save dedicated views for resource planning, milestone tracking, and release planning.

• Use a Chart Default View to provide a consistent experience for all users of a chart.

• Keep personal views focused on specific planning tasks to make switching between perspectives quick and efficient.

• Review and update your default view periodically as your project's reporting needs evolve.