MercleoDocs

Views and saved filters

A view is a saved, live query over a project's items: a filter plus a way of rendering it. The same view can be opened on its own page or embedded inside a doc, and both always show current data.

View types

Open a project's Views tab to see every saved view. Four types are available:

  • Board: the kanban column layout.
  • Table: a flat, sortable list.
  • Timeline: a light Gantt chart plotted against your sprint and due dates.
  • Roadmap: epics rolled up across time, with drag-to-reschedule.

Creating a view

Click New view on the Views tab and give it a name and a type, or use Save as view from the board or backlog's filter bar to save whatever filters you already have set. Each view's row in the Views tab shows its type and its scope, Project (visible only in that project) or Account (shared across projects).

Filtering

The board and backlog's filter bar filters items by assignee, priority, label, epic, due date, estimate, or type. Filters compose with search: a saved view remembers the filter, not a fixed list of items, so it stays current as items change.

Editing items from inside a view

A view isn't read-only: on a board view you can still drag items between statuses, and within a column you can drag to reorder items. On roadmap, dragging an epic bar reschedules it.

Renaming and deleting

Open the overflow menu on a view's row in the Views tab to rename or delete it.

Updated