Card custom views | Online Help | Qntrl

Card custom views

Cards are grouped and displayed under different views. Users can use Qntrl's default views or also create their own custom views.

Default Views

There are five default views supported by Qntrl. To use the default view:
  1. Navigate to Boards and select a board from the left panel.   
  2. Choose List or Kanban view and click the drop-down at the top-left. 
  3. Under Default Views,  
    • Upcoming  Cards : Cards with fast approaching deadlines are listed under this view. 
    • Overdue  Cards : Cards with elapsed deadlines are listed under this view. 
    • All Cards: All the cards accessible by the user are listed under this view.
    • My Cards:  Cards in which the user can perform one or more action is listed under this view.
    • My Created Cards: Cards created by the user are listed under this view. 

Custom Views   

To create a new custom view:
  1. Navigate to  Boards  and select a board from the left panel.    
  2. Choose List or Kanban view and click  the drop-down at the top-left. 
  3. Click  Add Custom View  hyperlink   at the bottom of the dropdown.
  4. Fill in the details. 
    1. Name : Give a name to the custom view.
    2. Description : Describe the view.
    3. Visibility : You can choose the Visibility of the view.  
      1. Private  - Private views will not be shared with other users. 
      2. Public  - Public views will be visible to everyone in the board .
        • Check the  Share column customization  box to allow all the users in your board to make modifications to the column view.  
      3. Specific  Users  - Select the users, teams or roles to share this view. 
        • Check the  Share column customization  box to allow the selected users, teams, and roles in your board to make modifications to the column view.  
    4. You can also choose a  Criteria  to filter this view. Default and custom fields (except Long Text fields) listed under the form will be available under  Criteria Filter  dropdown. 
      1. Click    to add more than one criteria   and click    to delete a criteria.  
      2. We support two types of operators: 
        1. Use AND when it is mandatory to satisfy all the criteria. 
        2. Use OR for either-or conditions. 
      3. Click on the operator name to switch between AND or OR operators. You can also choose to manually edit the criteria   pattern. 
  5. Click  Save. 

  • Custom views are explicit and can be created under each board. Views created under one board cannot be accessed under other boards. 
  • You can set a maximum of 10 c riteria for every field in the Custom view. 
  • Click the  icon near the custom field name to view the criteria of the custom view.
  • If the Share column customization box is not checked, the column customizations made by the custom view owner will not be shared with other users. Both the user and the owner of the customer view can perform their own customizations to the card columns.  

  • Under column customization, a maximum of 100 fields can be selected.

Edit or delete custom view

  1. Navigate to  Boards  and select a board from the left panel.    
  2. Choose List or Kanban view and c lick on the custom view drop-down at the top-left corner. 
  3. Mouse over a Custom View name in the drop-down to view  or .
  4. Click the icon to perform the corresponding action.

A custom view can be edited or deleted only by the user who created the view.

Favorite Views

You can favorite frequently used views and save them as a separate view. Mouse over a view name and click  icon at the left end. This view will be added under  Favorite Views .

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