Create and manage "Custom Views" in the Punchlist
Overview
How do I create and customize views in CxPlanner?
Custom views allow you to configure which columns and data you see in your project interface. You can save these configurations for personal use or share them with others, making it easier to focus on the information most relevant to your role.
When and why to use this
Creating a custom view is useful when you need to tailor the displayed data for specific tasks or reporting needs.
- Use custom views to hide irrelevant columns and focus on key data.
- Save time by switching between different saved views instead of reconfiguring columns repeatedly.
- Create public views for standardized layouts across the team.
- Set a default view for all new users to ensure consistency.
How to - step by step
- Customize:
Modify the overview as you like: Add/remove columns, filter, sort
- Create a New View
Click Create New View to open the save dialog.
- Name and Describe the View
Enter a name (e.g., “View 001”) and optionally add a description.
- Set View Options (Admin Only)
If you are a project Admin:
- Public - visible to all project members.
- Default - automatically applied to all new project members.
- Switch Between Views
Use the views dropdown to change between saved views.
Behavior and results
Custom views are stored for your account or for the entire project (if set as public).
Permission matrix
Action | Personal View | Public View | Default View |
|---|---|---|---|
Create | All roles | Manager+ | Admin only |
Edit | Owner only | Manager+ | Admin only |
Visible to others | No | Yes | Yes |
Applies automatically to others | No | No | Yes |
Video guide
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
View not saving | Session expired | Refresh and try again |
Can't set as public or default | Insufficient permissions | Contact a project Admin |
Columns not updating after changes | Browser cache | Clear cache and refresh |
Default view not applied to new user | User joined before default was set | Manually assign view or re-set default |
Quick facts
- Requires: Project role Manager or higher for public/default views; any role for personal views
- Location: Project view → View settings
- Affects: Data layout in project interface, visibility of columns
- Video guide: View creation walkthrough on Loom
Updated on: 08/11/2025
Thank you!