<https://youtu.be/xKkSWS-bNQY?si=tLa5yEexDCppLnEA>

Views offer flexible ways to visualize and manage data, from spreadsheet-like tables to task boards, visual galleries, and charts. Each view supports filtering, sorting, and customization, enabling secure sharing, collaboration, and tailored insights to suit your workflow.

| 🧩 It's recommended to keep at least one **unfiltered view** as a reference, ensuring no fields, filters, or sorting options hide essential data. New or duplicated views can then be customized as needed. |
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# **1. Sheet View (Default View)**

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTnB2ekFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--17b52585e1e5c7144409347b82d705631222667f/GRID+View.png?cw_image_width=2880px)

The **Sheet View** is a spreadsheet-like interface that displays data in rows and columns, allowing for structured data entry and easy organization.

## **Use Cases:**

* **Collaboration** – Organize data for seamless teamwork.

* **Task Management** – Track tasks, deadlines, and priorities.

* **Filtering & Sorting** – Quickly access relevant data.

* **Data Insights** – Customize fields and filters for analysis.

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# **2. Gallery View**

The **Gallery View** presents data visually, similar to an image gallery, enhancing usability for media-rich content.



![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQXAvekFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--1646f13346463c15b8e6f2319f5ebc1358975f29/Gallery%20View.png)

## **Use Cases:**

* **Customizable Cards** – Display key details like names, prices, or descriptions.

* **Sorting & Organizing** – Arrange products or designs efficiently.

* **Easy Navigation** – Visually appealing for quick access.

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# **3. Survey View**

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCT0YrekFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--8a06134647108cb434b120a0072d738c928cbf1c/Survey%20View.png)

The **Survey View** simplifies data collection and enhances engagement.

## **Use Cases:**

* **Efficient Data Collection** – Ideal for forms, orders, or feedback.

* **Customization** – Add branding, colors, and logos.

* **Sharing Options** – Distribute via email, websites, or social media.

*All responses are automatically stored in the same table.*

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## **4. Kanban View**

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTHlBekFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--c97192b779afd96077e9869733df0524bd78aca2/Kanban%20View%20.png)

The **Kanban View** visualizes dataa, presenting tasks as cards that move between columns based on status.

## **Use Cases:**

* **Project Management** – Track task progress in different stages.

* **Easy Drag-and-Drop** – Move tasks between columns.

* **Customizable Stages** – Define workflow steps (e.g., "To Do," "In Progress," "Completed").

* **Enhanced Collaboration** – Teams can view updates in real time.

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## **5. Chart View**

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCSW1GekFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--10e2bfe75f55321fe6a667f4ddf9630805fc088b/Chart%20View.png?cw_image_width=911px)

The **Chart View** transforms data into visual insights, making analysis easier.

## **Use Cases:**

* **Data Visualization** – Convert numbers into understandable charts.

  **Trend Analysis** – Identify patterns for strategic planning.

* **Enhanced Decision-Making** – Use insights to drive actions.

* **Collaboration** – Share interactive reports with teams.

**Types of Charts:**

* **Bar Charts** – Time Series Data.

* **Pie Charts** – Compare categories.

* **Score Cards** – Track KPIs with specific calculations (Sum, Average, Count, etc.).

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## Referenced Articles

* how to create a new view


