Views let you customise how you see the plan, from full project Gantt charts, to Maps, Board Views, or focused daily Task Lists. Every View draws from the same underlying project data but can show different filters, groupings, overlays and layouts.
Views can be saved for quick access - build Personal Views as shortcuts for your own use, or Shared Views to create standardisation for meetings or collaborative sessions.
Create a New View
Click + View at the top of your page
Click <create new New>
Choose from Gantt, Map, List and Board
Enter a name for your new View
Click 'Create View'
How Personal Views Work
Every newly created View begins as a Personal View
Personal views are only visible in the Views List to the view's author and Project Admins. Other users won't see someone else's personal view in the Views List, but they can still access it if they have the direct URL.
Share a View
Open the View to share.
Select 'View Options' on the right-hand side.
Click 'Shared with' and toggle on 'Shared View'.
Choose to share your View with Everyone or specific Users & Teams.
Select if users can Edit View or have View Only access.
Shared Views
Views can be toggled between a Personal View and a Shared View.
Shared Views are great when a group of people (or the whole project) will need to see the plan data set up in a specific, consistent way.
For instance, for you could set a up Shared Map View to show Team A's tasks on a week-by-week timescale, and share it with the members of Team A to use in their weekly meetings.
Visibility
Depending on the Sharing Controls for each View, other users can either access it directly from the Views List or be granted permission to override the customised setup.
Project Admins will be able to change the Sharing Controls for all Views in the project.
Aphex Provided Views
Aphex provides some pre-made views that are always available in every Project. These cannot be edited but can be duplicated as a personal view.
List of Aphex Curated Views
All Upcoming Plans [Default]
My Upcoming Plan [Default]
Default Lookahead
Board View
Map View
Upcoming Milestones
Clashing Tasks View
Unresolved Issues
Edit an Existing View
Open the View to edit.
Modify the Group By, Overlays, Date Range, Filters, or View Options.
Click 'Save View' or
Click the down arrow next to 'Save View' to save your changes as a new View.
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View Properties
List of Aphex Curated Views
All Upcoming Plans [Default]
My Upcoming Plan [Default]
Default Lookahead
Board View
Map View
Upcoming Milestones
Clashing Tasks View
Unresolved Issues
Shared & Personal Views
Views can be shared with other users in your project or kept as personal views.
You can also specify the exact users who have permission to override the configuration of your Saved View.
Author, Editor & Viewer Permissions
View Authors: The user who initially created the View will become the View Author.
View Authors can:
Open the View from the View List
Toggle their view between Personal & Shared
Specify certain Users & Teams as 'View Editors'
Rename the View
Delete the View
Convert the View
Duplicate the View
Save as New View
Override the Saved View Definition
[Project Admins have the same permissions as View Authors]
Editors: A User or Team who have been named as an Editor on a specific Shared View.
Editors can:
Open the View from the View List
Duplicate the View
Save as New View
Override the Saved View Definition
Viewers: All Users & Teams who are not the Author or Editor for a specific View.
Viewers can:
If Shared, they can open the View from the View List
If Personal, they can open the View from direct URL
Save as New View
Duplicate the View
When a new user enters a project for the first time, the two Aphex Curated Views that will open by default are:
My Upcoming Plan
All Upcoming Plans
Saved Views
Types of Saved Configurations
Different aspects of your View set up are saved in different ways. The categories of what will be saved and when are:
Saved as part of the View Definition
These settings are specific to each page type and contribute to the View Definition. Any changes made here will allow users to override the saved definition
Gantt:
Grouping
Overlays
Filters
Columns
Custom Group Order
Date Range
Map:
Grouping
Filters
Location
Board:
Grouping
Filters
List
Grouping
Filters
Saved as Personal View preference
These specific settings won't prompt you to save changes, as they don't contribute to the View Definition. They will be remembered between sessions and won't reset when you refresh the page, close the view, or log out
