ObjectOSUsing views
See the same records as a grid, board, calendar, or timeline — and filter, group, and sort them your way.
A view is a saved way of looking at an object's records. The same tasks can appear as a spreadsheet-style grid, a kanban board, or a calendar — you switch freely, and nothing about the data changes.
View tabs
Across the top of every list you'll see the object's views as tabs, for example:
All Tasks ★ | In Progress | Urgent | Done | … 9 more | +
| Tab element | Meaning |
|---|---|
| ★ | The default view — what opens first |
| Named tabs (In Progress, Urgent) | Pre-filtered views set up for your team. A small funnel badge on a tab means it carries built-in filters. |
| … 9 more | Overflow menu when there are more views than fit |
| + | Create your own personal view — your filters, your columns, saved just for you |
Tip: Instead of re-applying the same filter every morning, click + once and save it as a personal view.
Switching view types
The toolbar on the right shows the current view type (e.g. Grid). Click it to switch between six ways of seeing the same records:
| Type | Best for |
|---|---|
| Grid | The everyday table — scanning, sorting, and editing many records |
| Kanban | Work in progress — cards moving through stages on a board |
| Gallery | Records where the picture matters — products, designs, people |
| Calendar | Anything with a date — deadlines, events, bookings, by month or week |
| Timeline | A chronological feed of records over time |
| Gantt | Project plans — bars showing start, end, and duration |
The view toolbar
Next to the view-type switcher:
| Control | What it does |
|---|---|
| Edit inline | Toggle spreadsheet-style cell editing in the grid — see Working with records |
| Filter | Show only records matching conditions you choose |
| Group | Cluster rows under headings (e.g. by Project or Assignee) |
| Sort | Order records; a badge shows how many sort rules are active |
| Column settings | Choose which columns appear and in what order |
| Magnifier | In-view search — type to narrow the current list |
Tip: In-view search filters the list you're on;
⌘K/Ctrl-Ksearches records across every object. Use the magnifier when you know which list, and⌘Kwhen you don't.
Reading a grid
Grids pack extra signals into their cells:
| You'll see | It means |
|---|---|
Row checkboxes and # numbers | Select rows for bulk actions; count rows at a glance |
| Colored pills | Values of choice fields like Status or Priority — the color follows the value |
| Red dates ("Overdue 6d") | The date has passed — overdue by that many days |
| Progress bars | Percent-complete fields drawn as bars |
⋮ at row end | The per-row actions menu |
| Footer count ("10 records") | How many records the current view contains |
Kanban boards
Switch to Kanban and records become cards in columns. The columns come from one of the object's choice fields — for tasks, typically Status, so you get Backlog, To Do, In Progress, In Review, and so on:
| Board element | What it shows |
|---|---|
| Column header | The stage name and a count of cards in that column |
| Card | The record's title plus key details — assignee, a priority pill |
| Toolbar | The same Filter / Group / Sort controls as the grid |
Kanban answers "how much work is at each stage?" in one look — column counts are your bottleneck detector.
Where to go next
| I want to… | Read |
|---|---|
| Open and edit the records behind a view | Working with records |
| See aggregated numbers instead of rows | Dashboards |
| Act on approval requests | Approvals |
| Tune what the bell tells me | Notifications |
| Back to the Console tour | Using ObjectOS |