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133 lines
4.2 KiB
Plaintext
133 lines
4.2 KiB
Plaintext
---
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title: Vistas y embudos
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description: Aprende a crear y gestionar vistas en Twenty.
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---
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import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
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## Comprender las vistas
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Las vistas son configuraciones guardadas que determinan cómo se muestran tus datos. Cada vista puede tener sus propios:
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* **Diseño**: Tabla, Kanban o Calendario
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* **Filtros**: Qué registros mostrar
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* **Ordenación**: Cómo se ordenan los registros
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* **Campos**: Qué columnas son visibles
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## Tipos de vista
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### Vista de tabla
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La vista predeterminada tipo hoja de cálculo que muestra los registros en filas con columnas personalizables.
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### Vista Kanban
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Una vista de tablero visual en la que los registros aparecen como tarjetas organizadas por etapas. Ideal para:
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* Embudos de ventas
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* Seguimiento de proyectos
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* Cualquier flujo de trabajo con etapas definidas
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### Vista del calendario
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Una vista de calendario que muestra registros con campos de fecha. Perfecto para:
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* Reuniones y eventos
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* Fechas límite y vencimientos
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* Planificación basada en el tiempo
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## Creación de una Vista
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Hay dos maneras de crear una nueva vista.
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### Usa el menú desplegable de vistas
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1. Ve a cualquier objeto (Personas, Empresas, etc.)
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2. Haz clic en el nombre de la vista en la parte superior izquierda (muestra la vista actual con una flecha desplegable)
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3. Haz clic en **+ Añadir vista**
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4. Asigna un nombre a tu vista y haz clic en **Crear**
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5. Elige un diseño (Tabla, Kanban o Calendario) en **Opciones**
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6. Añade filtros y ordenación según sea necesario
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7. Selecciona qué campos mostrar y reordénalos
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8. Haga clic en **Guardar**
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<VimeoEmbed videoId="1145648745" title="Demostración en vídeo" />
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### Comienza editando una vista existente
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1. Ve a cualquier objeto (Personas, Empresas, etc.)
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2. Elige un diseño (Tabla, Kanban o Calendario) en **Opciones** y agrega filtros y ordenación según sea necesario
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3. Haz clic en **Guardar como nueva vista**
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4. Asigna un nombre a tu vista y haz clic en **Crear**
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5. Sigue editando tu nueva vista
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6. Haz clic en **Actualizar vista** para guardar tus ajustes adicionales
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<VimeoEmbed videoId="1145654005" title="Demostración en vídeo" />
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## Administrar vistas
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### Editar una vista
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1. Selecciona la vista en el menú desplegable
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2. Realiza tus cambios (filtros, ordenación, columnas)
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3. Haz clic en **Guardar** para actualizar la vista
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### Cambiar el nombre de una vista o su icono
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1. Abre el menú desplegable de la vista
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2. Haz clic en el menú **⋮** junto al nombre de la vista
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3. Selecciona **Editar**
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4. Cambia el nombre o el icono
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5. Haga clic en **Guardar**
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### Reordenar vistas
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1. Abre el menú desplegable de la vista
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2. Haz clic y arrastra una vista por su controlador
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3. Suéltala en la posición deseada
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4. El nuevo orden se guarda automáticamente
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### Añadir a favoritos
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Fija las vistas que usas con frecuencia para un acceso rápido:
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1. Abre el menú desplegable de la vista
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2. Haz clic en el menú **⋮** junto a una vista
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3. Selecciona **Añadir a favoritos**
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4. La vista aparece en tu sección de favoritos
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### Eliminar una vista
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1. Selecciona la vista que deseas eliminar
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2. Haz clic en el menú desplegable de la vista
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3. Haz clic en el menú **⋮** junto a la vista
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4. Selecciona **Eliminar**
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5. Confirma la eliminación
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<Warning>
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Las vistas eliminadas no se pueden recuperar. Asegúrate de que deseas eliminarla antes de confirmar.
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</Warning>
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## Visibilidad de la vista
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Cada vista (excepto las vistas predeterminadas "All [Object Name]") tiene su propia configuración de visibilidad.
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Para cambiar la visibilidad:
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1. Abre la vista
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2. Haz clic en **Opciones → Visibilidad**
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3. Elige:
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* **Espacio de trabajo**: Visible para todos los miembros del espacio de trabajo
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* **No listado**: Visible solo para ti
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<Note>
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No se puede cambiar la visibilidad de las vistas predeterminadas "All [Object Name]".
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</Note>
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## Próximos Pasos
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* [Vistas de tabla](/l/es/user-guide/views-pipelines/capabilities/table-views)
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* [Vistas Kanban](/l/es/user-guide/views-pipelines/capabilities/kanban-views)
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* [Filtros y ordenación](/l/es/user-guide/views-pipelines/capabilities/filters-and-sorting)
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* [Configuración de la vista](/l/es/user-guide/views-pipelines/capabilities/view-settings)
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