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Board views in CWM › Manage work using Boards › Use › Collaborative Work Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a custom view for CWM Boards

Modify Board display preferences and save them as custom personal or shared views that suit the working preferences for you and your team members in Collaborative Work Management (CWM).

Before you begin

Create a Board in CWM.

Role required: sn_cwm.cwm_user

About this task

Use the personalization settings to change how the data is presented on a CWM Board and save the changes as a new view. You can create a different custom view for each of the List, Gantt, and Kanban view modes or save them all into a single view.

Procedure

  1. Navigate to Workspaces > Collaborative Work Management.

  2. From a Space, select a Board that you want to create a view for.

  3. Modify the display preferences of the Board data using the personalization settings, sorting, filtering, and adding custom columns.

    For more information, see Personalize List, Gantt and Kanban display for CWM Boards.

  4. Select the More actions icon (

Image omitted: cwm-icon-views-save-options.png
More actions icon.\) of the Save view menu and choose **Save as new view**.
Image omitted: cwm-views-save-as-new.png
Save as new view.

  1. Enter a name for this view and choose to make it a shared view or keep it a personal view.

    Shared views are available for all members who have access to this Board. Not selecting this option saves this view as a new personal view that's only available to you.

Image omitted: cwm-views-create-new.png
Create view.
  1. Select Create.

Result

The new view is available in the view switcher.

Image omitted: cwm-views-switcher.png
View switcher in CWM Board.

Parent Topic:Board views in CWM