Views

The same records, in the view you need

A table helps you check details. A board helps you move work forward. Save the layout, filters and columns your team needs without maintaining a second dataset.

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Views

Build a view you can return to

Use a table, board, calendar or timeline, depending on the fields and the work.

Supplier projects

Example records. Switch the layout to see the same three projects.

Three supplier projects
ProjectStageDue
Northstar supply review Review Sep 14
Cedar delivery schedule In progress Sep 16
Juniper annual agreement Planned Sep 18

Tables

Scan fields, compare values and adjust which columns are visible.

Boards

Group cards by a choice field and follow work by stage.

Dates

Use calendar and timeline layouts for records with date fields.

In your workflow

One source of records

Changing layouts does not copy the underlying data. Arrange the details and related context of an individual record. Use the same widget system to assemble a dashboard.

Outreach overview

Last 28 days

Workspace report · Example data

Emails sent

248

Count · Messages

+18% vs. previous period

Replies

42

Count · Replies

+12% vs. previous period

Open tasks

16

Count · Tasks

Emails sent by week

248 total

Count of sent messages · Grouped by week

Getting started

  1. 01

    Choose a layout

    Use a table, board, calendar or timeline, depending on the fields and the work.

  2. 02

    Choose what matters

    Set visible columns, sort order and filters so the records you need are easy to find.

  3. 03

    Save the view

    Give the view a name and keep its configuration for the next time you open it.

  4. 04

    Choose who sees it

    Keep a view private or share it with the workspace.

Keep exploring

See how it fits your work

Walk through your records, mailboxes and approval process with the Lineer team.

Book a demo