Bitable supports four views: Grid view, Kanban view, Gallery view, and Gantt view. When you add a view, Bitable will automatically generate a new graph based on the source data, saving your efforts of manually adding and tabulating data, so you can analyze data from different angles.
- 1.Create and rename a view
- •Create a view: You can add a view to the current data table in the following two methods, and the new view will be automatically saved in the left menu bar.
- ◦Method 1: Click on the drop-down menu at the top of a table, click + Add view, and select a view type as needed.
- •Method 2: Hover your mouse over the left data table menu, click the + button, and select a view type as needed.
- •Rename a view: You can double-click on a view name at the top of the table to rename the view, or double-click on any view in the left menu bar to rename it.
- 2.Copy, delete, or move a view
- •Copy or delete a view: Hover your mouse over a view, right-click on it or click the ... icon, and select Duplicate view or Delete view. Copied views will be saved under the original view.
- •Move a view: Drag a view from the left menu bar to any location in the current data table to reorder views.
Skillful use of views
Grid view is the default view when creating a blank Bitable. It looks like a traditional table, and is easier for beginners to get started. Yet, it's more efficient as you can add columns by fields and define the format of all cells in the column. Grid view is applicable in any scenario.
Once a table is ready, you can add a view. Bitable will automatically generate a new graph based on the source data.
Kanban view can be used to group and organize data records based on your grouping criteria, and data of the same category is listed in the same column. You can drag a kanban to update data to the latest version, and changes in any view will be synced to all other views under the same data table in real time. Kanban view is useful for individual management of members, candidates, and tasks.
Gallery view visualizes records that contain images, videos, or other attachments in the table to make content management more intuitive. You can click each image to view all the content under the record. Gallery view is useful for managing content and resources.
Tips: You can also use gallery view to record your personal life, as an intelligent album to collect your travel tips, pictures, recipes, notes, and more.
Gantt view allows you to click on a specific date to Create milestone and select any time dimension such as week, month, quarter, or year. Gantt view displays the progress of every task with a progress bar and is useful for project management.
Project owners can update tasks by dragging or moving the progress bar. The Gantt view also uses Grouping or Filtering features to further categorize tasks so that you can stay focused.
By using the Gantt view progress bar, you can visually check and edit the days allocated to each task. In the Customize field option, you can configure displayed fields. You can also click on the Gantt view configuration icon to further customize the progress bar color and other information.
IV. View settings
Hover over the target view, click the ··· icon, and select View settings to set permissions for the current view.
All new views are set to be public by default and can be configured by all collaborators, including configuration of fields, filters, groups, ranking, and row height.
Select Protected view to prevent all users (including the owner) from modifying view configuration. However, collaborators with editing permissions can still edit the content.
When collaborators need to configure the view, they can choose to Disable protection by following the prompts, or Save as a new view to perform configuration.
Note: Only collaborators with editing permissions can disable view protection. Disabling protection will return attributes to public view.
Select Private view to make the current view visible to the operator, but not to other collaborators.