---
title: "Pipeline Views"
slug: "pipeline-views"
updated: 2026-10-30T03:03:07Z
published: 2026-10-30T03:03:07Z
canonical: "support.govdash.com/pipeline-views"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.govdash.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipeline Views

## Overview

Pipeline Views control how your pipeline looks and which opportunities it shows. Everything is in the toolbar above your pipeline:

- **Layouts:** see opportunities as a Kanban board, a table or a Gantt timeline.
- **Saved Views:** save the filters you use most and switch between them in one click.
- **Sorting:** order opportunities by up to three fields.

> [!WARNING]
> Looking for Phases or Custom Fields?
> 
> Phases, custom fields, member roles and required fields are set up in [Capture Settings](/v1/docs/customizing-the-pipeline).

Click through the walkthrough below to see each option.

[Interactive walkthrough: Pipeline Views](https://govdash.navattic.com/7v1505hv)

---

## Layouts

Select **Customize** at the top right of the pipeline, then choose **Table**, **Kanban** or **Gantt** under **Layout**. **Default** marks the layout the pipeline opens in. To change it, switch layouts and select **Set Default**.

### Kanban

Each column is a phase. Drag a card to another column to move the opportunity to that phase. In **Customize**:

- **Columns:** uncheck a phase to hide it, or drag to reorder.
- **Hide Empty Columns** and **Column Width** (**Compact**, **Default** or **Fit**).
- **Pills:** the details on each card. Select a pill to show or hide it. Hidden pills look faded.
- **Preview Panel:** opens opportunities in a side panel, so you can read the details and add a quick note without leaving the pipeline.

![Customize menu with Layout, Columns, Column Width, Pills and Preview Panel](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/pv_a_cust.png)

### Table

The table shows one opportunity per row. In **Customize**, choose **Table** pagination to page through results or **Infinite** to keep scrolling. Check the columns you want and drag them into order. Select **Reset** to go back to the standard columns.

![Customize menu in Table layout with Set Default, Pagination Mode and Columns](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/pv_a_tcust.png)

### Gantt

The Gantt timeline shows each opportunity as a bar, so you can spot overlapping pursuits and tight deadlines. Choose **View By**, pick the date fields for **Start** and **End**, and use **Zoom** to adjust. Opportunities without a start date show **Missing start date**.

![Gantt toolbar with View By, Start and End, and an opportunity showing Missing start date](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/pv_a_gantt3.png)

---

## Saved Views

Select **All Items** at the top left to switch views. **Team Views** are shared with everyone on your team. Select **Manage Views** to rename a view, set it as your default, or change whether it's private or shared.

![Views menu with All Items, Team Views and Manage Views](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/pv_a_views.png)

### Saving a View

1. Add the filters you want, like **Date Due**, **My Involvement** or **More filters**.
2. Select **Save**, then **Save as New View**.
3. Enter a **View Name**.
4. Choose **Private** to keep it to yourself, or **Team** to share it.
5. Optionally, check **Set as my default view** so it loads each time you open the pipeline.
6. Select **Save View**.

![Save View window with View Name, Privacy and Default View](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/pv_a_newview.png)

A view saves your filters, sorting and display settings. If you change a view, a dot appears on its name. Select **Save** to update the view or save a new one, or **Reset** to undo your changes.

![Toolbar with the unsaved changes dot, Reset and Save](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/pv_a_unsaved.png)

**Tip:** for a view that stays current, use a **Date Due** shortcut like **Next 30 days** or **This quarter**. These ranges roll forward on their own. Calendar dates and the **Q1** to **Q4** shortcuts stay fixed.

---

## Sorting

**Sorted by** shows the current sort. Select it to switch between ascending and descending, or select the arrow next to it to choose another field.

- **Add a level:** under **Then by**, select **Add sort level** and pick a field. You can sort by up to three fields.
- **Change or remove a level:** hover the level and choose **Ascending**, **Descending** or **Remove sort level**.
- **In Table:** hold Shift and select a column header to add it as a sort level.
- **Save Current as Default:** appears when your sort differs from your default. It saves only the first sort field.

![Sort menu with Then by and Add sort level](https://cdn.us.document360.io/104c3542-bffe-46a6-901f-aa7a848851a4/Images/Documentation/pv_a_sort.png)

---

### FAQ

#### Can other people see my saved views?

Only if you choose **Team** when you save it. **Private** views are only visible to you.

#### Why does my saved view show different opportunities each week?

It uses a rolling **Date Due** shortcut, like **Next 30 days**, which moves forward with today's date.

#### Does changing my layout or default view change it for my team?

No. **Set Default** and **Set as my default view** only change what opens for you.

#### Where do I add phases or custom fields?

In [Capture Settings](/v1/docs/customizing-the-pipeline).