What are Views?
Views are customizable ways to display your Collection based on your specific needs. Each view can have:- Different sorting - Order items by any field (date, status, priority, etc.)
- Custom filters - Show only items that match specific criteria
- Grouping - Organize items into categories
- Field visibility - Choose which columns to display
- Column order - Arrange fields in the most useful sequence
Creating and Managing Views
Creating a New View
Switching Between Views
Click the view dropdown and select any saved view. Your Collection will instantly update to show that view’s configuration.Editing a View
Make any changes to sorting, filtering, grouping, or visible fields. Your changes are automatically saved to the current view.Deleting a View
Sorting Items
Sorting allows you to order your Collection items by any field in ascending or descending order.How to Sort
Multiple Sort Levels
You can add multiple sort criteria to create sophisticated ordering:
Example: Sort by Status (ascending), then by Due Date (ascending) to see all “In Progress” tasks ordered by due date, followed by “To Do” tasks ordered by due date.
Removing Sorts
Click the X next to any sort criteria to remove it. You can also click Clear All to remove all sorting and return to the default order.Filtering Items
Filters allow you to show only items that match specific conditions. This is perfect for focusing on relevant data.How to Filter
Filter Conditions by Field Type
Different field types support different filter conditions: Text fields:- Contains / Does not contain
- Is / Is not
- Is empty / Is not empty
- Starts with / Ends with
- Equals / Does not equal
- Greater than / Less than
- Greater than or equal to / Less than or equal to
- Is empty / Is not empty
- Is / Is not
- Is before / Is after
- Is on or before / Is on or after
- Is empty / Is not empty
- Is today / Is in the past / Is in the future
- Is / Is not
- Contains / Does not contain (Multiple Select)
- Is empty / Is not empty
- Is checked / Is not checked
- Is empty / Is not empty
- Contains / Does not contain
Multiple Filters
You can combine multiple filters to narrow your results:
Example: Filter for Status = “In Progress” AND Priority = “High” to see only high-priority items currently being worked on.
Removing Filters
Click the X next to any filter to remove it. Click Clear All to remove all filters and show all items.Grouping Items
Grouping organizes your items into categories based on a field’s values. This creates a clear visual structure that makes it easy to see items by category.How to Group
Your Collection will reorganize into collapsible sections, one for each unique value in that field.
Best Fields for Grouping
- Status - Group tasks by “To Do”, “In Progress”, “Complete”
- Priority - Organize items by “High”, “Medium”, “Low”
- Category - Group projects by type or department
- Date - Group items by month or quarter
- Single Select - Any select field works great for grouping
- Assignee - Group tasks by who’s responsible
Multiple Group Levels
Currently, Collections support one level of grouping per view. To group by multiple criteria, consider:- Creating separate views for different grouping needs
- Using filters in combination with grouping
- Using sorting within grouped sections
Removing Grouping
Click the three-dot menu (⋯) and select Remove Grouping to return to a flat list view.Common View Patterns
Project Management
Active Tasks View:- Filter: Status = “In Progress” OR Status = “To Do”
- Sort: Priority (descending), then Due Date (ascending)
- Group: Assignee
- Filter: Status = “Complete”
- Sort: Completion Date (descending)
- Show fewer columns for cleaner overview
- Filter: Priority = “High” AND Status ≠ “Complete”
- Sort: Due Date (ascending)
- Group: Status
CRM / Client Management
Active Clients View:- Filter: Status = “Active”
- Sort: Last Contact Date (descending)
- Group: Account Manager
- Sort: Company Name (ascending)
- Group: Industry
- Filter: Next Follow-up Date < Today + 7 days
- Sort: Next Follow-up Date (ascending)
Knowledge Management
Recent Articles View:- Sort: Last Modified (descending)
- Group: Category
- Group: Status (Draft / Review / Published)
- Sort: Title (ascending)
- Filter: Status = “Review”
- Sort: Priority (descending), then Due Date (ascending)
View Tips and Best Practices
Keep Views Focused
Create views for specific purposes rather than trying to make one view work for everything. Examples:- “This Week” view for immediate tasks
- “All Projects” view for comprehensive overview
- “Archived” view for completed items
Name Views Clearly
Use descriptive names that explain what the view shows:- ✅ “High Priority - Due This Week”
- ✅ “Active Clients by Region”
- ✅ “Draft Articles Needing Review”
- ❌ “View 1”
- ❌ “New View”
Combine Techniques
Get the most value by combining sorting, filtering, and grouping:- Filter to narrow scope
- Group to organize categories
- Sort within groups for final ordering
Consider Your Workflow
Align views with how you actually work:- Daily standup view
- Weekly planning view
- Monthly review view
- Client meeting prep view
Limitations
- Maximum 21 fields per Collection (including the Title column)
- One level of grouping per view
- Filters use AND logic (all conditions must be met)
- No OR logic between different fields (but you can create separate views)