Managing and Customizing Board Views
Default Board Views
Every board includes these standard view types:
- Kanban: Columns show card progress through stages.
- Table: A spreadsheet-style overview of all cards.
- Diagnostics: A performance-focused view (see “Using the Diagnostics View” article).
- Embedded Miro Board (template boards only): A workflow map outlining the board’s automations.
Adding New Views
- Click the plus (+) icon next to your view tabs.
- Select a view type from the list.
- Customize it with filters, visible fields, and a name.
- Choose if it should be Private (visible only to you) or Protected (visible to everyone, but not editable).
You can create multiple views of any type — for example, one Kanban view filtered by “Assigned To,” and another showing only “High Priority” cards.
View Types and Options
Kanban View
- Displays cards as columns by workflow stage.
- Customize visible fields, filters, and card display.
To pin fields to the kanban card preview, select and reorder them here:
- Mark as Private or Protected.
List (Table) View
- Choose which fields appear as columns.
- Apply filters or group by a specific field.
- Toggle visibility for private or protected sharing.
Calendar View
- Shows any card with a date field in a calendar layout.
- Toggle between different date fields (for example, “Tour Date” or “Lease Expiration”).
- Ideal for tracking deadlines or scheduled events.
Tasks View
- Displays all tasks within the board.
- Great for monitoring task completion or workload.
Reports View
- Customize dashboards and data summaries.
- Add a title and configure directly within the view.
Knowledge View
- Houses documentation related to the board.
- Organize with folders, pages, and subpages — all accessible within the board workspace.
Integration Views
You can embed other tools directly into a view using a link or embed code.
Common examples include:
- YouTube: Display a process walkthrough or training video.
- Google Sheets/Docs: Add live data or shared documentation.
- Power BI: Show analytics dashboards directly on your board.
Managing Views
Reordering Views
- Click the three horizontal lines next to your view tabs.
- Drag and drop the views into your preferred order.
Editing Views
- Click the more options (⋮) menu in any view.
- Choose to Edit, Clone, or Delete.
- When editing a list or calendar view, update filters or visible fields as needed.
Visibility Settings
- Private View: Visible only to the creator.
- Protected View: Visible to everyone but cannot be edited by others.
- Shared Views: Ideal for team-wide workflows or dashboards.
Best Practices
- Use Private Views for testing or personal tracking.
- Create Protected Views for shared team reference.
- Add Calendar Views for time-based tracking, like renewals or showings.
- Use the Knowledge View to store SOPs or team resources directly on your board.