Create, save, and publish a view

A view is a saved question about your work items. Its filters ask the question. Its layout and display shape the answer. Its access decides who can see it.

A view never moves or copies a work item. Each time it opens, Plane asks its question again, so the answer is current. Views work in one project or across your projects.

Each project keeps its views in the Views tab.

1. Open a saved view from the project's Views tab.
2. Switch the view to List.
3. Open Display, then under Group by, choose Cycle.
4. Click Save, then Update view to save the changes for everyone who opens it.

Work items that are not in any cycle sit under None.

Unsaved changes inside a view last only until you leave it. Update view saves the layout and grouping too.

Save as keeps the original and saves your version as a new view.

Views are on in every new project. A project admin can turn them off in Project settings, under Features, then Views.

1. Open the project's Views tab and click Add view.
2. Give the view a title, then choose its layout and Display settings.
3. In the Basic tab, click Filters and choose conditions from work item properties.
4. Click Create View.

Basic filters can use a work item's module and cycle.

A request from Intake appears in a view once the team accepts it, like any other work item. Requests still waiting in Intake never appear in a view.

The filter bar also has a PQL tab for Plane Query Language. To create a view of work items in whichever cycle is active today:

1. In the project's Views tab, click Add view and give the view a title.
2. Open PQL and enter cycle IN (activeCycle()).
3. Click Create View.

A basic filter names the cycle, so it needs changing when the next one starts. The query always means the active cycle, and the view saves it like any other filter.

The Views tab lists every view you can open, with its owner. Click a view's star in the list to keep it in the sidebar under Favorites.

Views are public by default, so everyone in the project can open them. On Pro and higher plans, you can also publish a project view to the web.

1. Open the project view, then open its ⋯ menu and choose Publish.
2. Choose whether visitors can comment, react, or vote.
3. Click Publish.
4. Click View site to open the published page.

Anyone with the link can open the view without a Plane account.

The page shows the saved layout and the work items as they are when it opens. Visitors sign in to comment, react, or vote.

Unpublish stops the link from working.

On Pro and higher plans, a view can be private. To create a private view:

1. In the project's Views tab, click Add view and give the view a title.
2. Open Access and choose Private.
3. Click Create View.

Nobody else sees a private view, not even admins, unless you share it.

Locking a view is on Pro and higher plans too. Open the view's ⋯ menu and choose Lock.

A locked view keeps the filters and layout the team agreed on. Nobody can change them, even for themselves.

Contributors can edit, lock, or delete the views they made. Project admins can do the same to any public view.

In the workspace sidebar, Views starts with four built-in views: All work items, Assigned, Created, and Subscribed.

Choose Assigned from the view switcher to see everything assigned to you across your projects.

To create your own view across projects:

1. Open Views in the workspace sidebar and click Add view.
2. Give the view a title and set its filters.
3. Click Create View.

The filters reach across projects.

Workspace views can be private or locked too. Only project views can be published.