Product Documentation
  • Start Guide
    • Download Orchestra
    • Basics
    • Orchestra Flow
    • Sign up and Sign in
  • Workspace
    • Workspace Basics
    • Invite and Manage Members
    • User Roles
  • Pages and UI ELEMENTS
    • Basic Pages
    • Chats Page
    • Tasks Page
    • Teams Page
    • Info Sidebar
    • Chat Sidebar
    • Calls Sidebar
    • Context Menu
    • Settings Page
  • Chats
    • Chats Basics
    • Add and Manage Chat Members
    • Key Chat Features
    • Key Messages Features
  • Projects
    • Project Basics
    • Add and Manage Project Members
    • Key Project Features
    • Project Settings
    • Project Layouts
    • Fields
  • Tasks
    • Tasks Basics
    • Add and Manage Task Members
    • Filters, Sort, Group, and Fields
    • Key Tasks Features
  • VIEWS
    • Views Basics
    • Add and Manage View Members
  • CALLS
    • Calls Basics
  • Teams
    • Teams Basics
    • Add and Manage Team Members
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On this page
  • Overview
  • Views Privacy
  • Creating a View
  • Filters, Sort, Group, and Fields
  • Leaving a View
  • Deleting a View
  • Deleting a View on the Tasks Page
  • Deleting a View from the View Info Sidebar
  1. VIEWS

Views Basics

Overview

Views let you organize and customize how you interact with tasks across projects. You can filter, sort, and group tasks based on various criteria, making it easy to focus on what’s most important. Choose from default layouts like List and Kanban, or create custom views tailored to your workflow. With flexible customization options, the Views page helps you stay in control of your projects and manage tasks efficiently.

Views Privacy

In Orchestra, views are private. Ir means that they are only visible to the members specifically added to them. Even Workspace Owners and Editors will not have access unless they are added as members of a private project.

Creating a View

You can create a new view from the Tasks Page. To do this, take the following steps:

  • Navigate to the Tasks Page

  • In the Views block, click the + icon;

  • In the opened context menu, select Create new view;

  • Enter the view name in the text input field and press Enter.

Once the view is created, you can add members to it.

Filters, Sort, Group, and Fields

To customise the views you create and make them work efficiently, use powerful yet easy tools - Filters, Sorting, Grouping, and Fields.

You can learn more about fields, filtering, sorting, and grouping options here: Filters, Sort, Group, and Fields

Leaving a View

You can leave a view in two ways:

    • Find the view you want to leave;

    • Right-click on the view;

    • In the opened Context Menu, select Leave ;

    • Follow the instructions in the confirmation window.

  • From the View Info Sidebar

    • Open the view you want to leave;

    • Left-click on the ... icon in the top right corner of the ViewInfo Sidebar;

    • In the opened Context Menu, select Leave ;

    • Follow the instructions in the confirmation window.

Deleting a View

You can delete a view in two ways:

  2. From the View Info sidebar.

Deleting a view will also delete all data inside the view. This action cannot be undone.

Deleting a View on the Tasks Page

  • Right-click on the view;

  • In the Context Menu, select Delete;

  • Click Yes in the confirmation window.

Deleting a View from the View Info Sidebar

  • Open the view you want to delete;

  • Open the view's Info sidebar;

  • Click the ...button in the top-right corner of the screen;

  • In the opened Context Menu, select Delete;

  • Click Yes in the confirmation window.

PreviousKey Tasks FeaturesNextAdd and Manage View Members

Last updated 2 months ago

From the on Tasks Page

From the on the Tasks Page;

Find the view you want to delete in the ;

Views Block
Views Block
Views Block