upstream-twenty/packages/twenty-docs/user-guide/views-pipelines/overview.mdx

---
title: Views & Pipelines
description: Learn how to create and manage views in Twenty.
---

import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';

## Understanding Views

Views are saved configurations that determine how your data is displayed. Each view can have its own:
- **Layout**: Table, Kanban, or Calendar
- **Filters**: Which records to show
- **Sorting**: How records are ordered
- **Fields**: Which columns are visible

## View Types

### Table View
The default spreadsheet-like view showing records in rows with customizable columns.

### Kanban View
A visual board view where records appear as cards organized by stages. Ideal for:
- Sales pipelines
- Project tracking
- Any workflow with defined stages

### Calendar View
A calendar view that displays records with date fields. Perfect for:
- Meetings and events
- Deadlines and due dates
- Time-based planning

## Creating a View
There are two ways to create a new view.
### Use the View Dropdown Menu
1. Navigate to any object (People, Companies, etc.)
2. Click the view name at the top left (shows current view with a dropdown arrow)
3. Click **+ Add view**
4. Name your view and click **Create**
5. Choose a layout (Table, Kanban, or Calendar) under **Options**
6. Add filters and sorting as needed
7. Select which fields to display and reorder them
8. Click **Save**

<VimeoEmbed videoId="1145648745" title="Video demonstration" />

### Start by Editing an Existing View
1. Navigate to any object (People, Companies, etc.)
2. Choose a layout (Table, Kanban, or Calendar) under **Options**, and add filters and sorting as needed
3. Click on **Save as new view**
4. Name your view and click **Create**
5. Keep editing your new view
6. Click on **Update view** to save your additional configurations

<VimeoEmbed videoId="1145654005" title="Video demonstration" />

## Managing Views

### Edit a View
1. Select the view from the dropdown
2. Make your changes (filters, sorting, columns)
3. Click **Save** to update the view

### Rename a View or Change Its Icon
1. Open the view dropdown
2. Click the **⋮** menu next to the view name
3. Select **Edit**
4. Change the name or icon
5. Click **Save**

### Reorder Views
1. Open the view dropdown
2. Click and drag a view by its handle
3. Drop it in the desired position
4. The new order is saved automatically

### Add to Favorites
Pin frequently used views for quick access:
1. Open the view dropdown
2. Click the **⋮** menu next to a view
3. Select **Add to favorites**
4. The view appears in your favorites section

### Delete a View
1. Select the view to delete
2. Click the view dropdown
3. Click the **⋮** menu next to the view
4. Select **Delete**
5. Confirm deletion

<Warning>
Deleted views cannot be recovered. Make sure you want to remove it before confirming.
</Warning>

## View Visibility

Each view (except the default "All [Object Name]" views) has its own visibility setting.

To change visibility:
1. Open the view
2. Click **Options → Visibility**
3. Choose:
   - **Workspace**: Visible to all workspace members
   - **Unlisted**: Visible only to you

<Note>
The default "All [Object Name]" views cannot have their visibility changed.
</Note>

## Next Steps

- [Table Views](/user-guide/views-pipelines/capabilities/table-views)
- [Kanban Views](/user-guide/views-pipelines/capabilities/kanban-views)
- [Filters and Sorting](/user-guide/views-pipelines/capabilities/filters-and-sorting)
- [View Settings](/user-guide/views-pipelines/capabilities/view-settings)