Create and manage "Custom Views" in the Punchlist
Overview: custom views for tasks
Custom views save column, filter, and sort layouts for the punch list and task table, which is used when roles need different columns without rebuilding the view each time.
For grouping rows, see Create custom task groups for better overview.
- Your role can be any project role for personal views. Public views need Manager or higher. Default views need Admin.
- You can find views in the task overview view settings and the views dropdown.
- This changes which columns and filters you see. It does not change task data.
How to create a custom view
- Customize the overview: add or remove columns, then filter and sort as needed.
- Click Create New View to open the save dialog.
- Enter a name and optionally a description.
- If you are a project Admin, choose Public so all members can see it, and optionally Default so new members get it automatically.
- Use the views dropdown later to switch between saved views.
Results: custom views for tasks
Action | Personal view | Public view | Default view |
|---|---|---|---|
Create | All roles | Manager or higher | Admin only |
Edit | Owner only | Manager or higher | Admin only |
Visible to others | No | Yes | Yes |
Applies automatically to others | No | No | Yes |
Video guide
Troubleshooting: custom views for tasks
Problem | Cause | Solution |
|---|---|---|
View not saving | Session expired | Refresh the page and save the view again |
Cannot set public or default | Project role is below Manager or Admin | Ask a project Admin to create the public or default view |
Columns not updating after changes | Browser cache | Clear cache and refresh |
Default view not applied to a user | User joined before the default was set | Assign the view manually, or re-set the default |
Custom view shows random letters and numbers | UI failure on that saved view | Delete the custom view and create it again |
Updated on: 07/26/2026
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