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:
-
Navigate to
Boards
and select a board from the left panel.
-
Choose List or Kanban view
and click the drop-down at the top-left.
-
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:
-
Navigate to
Boards
and select a board from the left panel.
-
Choose List or Kanban view and click
the drop-down at the top-left.
-
Click
Add Custom View
hyperlink
at the bottom of the dropdown.
-
Fill in the details.
-
Name
: Give a name to the custom view.
-
Description
: Describe the view.
-
Visibility
: You can choose the
Visibility
of the view.
-
Private
- Private views will not be shared with other users.
-
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.
-
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.
-
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.
-
Click
to add more than one criteria
and click
to delete a criteria.
-
We support two types of operators:
-
Use AND when it is mandatory to satisfy all the criteria.
-
Use OR for either-or conditions.
-
Click on the operator name to switch between AND or OR operators. You can also choose to manually edit the criteria
pattern.
-
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
-
Navigate to
Boards
and select a board from the left panel.
-
Choose List or Kanban view and c
lick on the custom view drop-down at the top-left corner.
-
Mouse over a
Custom
View
name in the drop-down to view
or
.
-
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
.