📍Views How-to Guide

Introduction

Views in Motion let you visualize projects and tasks in the way that works best for you. Whether you want a detailed breakdown of work, a timeline of dependencies, or a board-style layout, Views give you the flexibility to manage projects from different perspectives. Each view highlights unique aspects of your work, helping you focus on what matters most while keeping projects organized and transparent.

At a Glance

In this guide, you’ll learn:

• How to access the List View in Motion for a structured breakdown of projects and tasks.

• How to access the Gantt chart in Motion to see timelines and dependencies.

• Understanding the Gantt Chart UI and how to navigate it.

• How to save the Kanban view so you can return to it anytime.

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List View

Access list view

How To Access the List View in Motion

Go to the Projects & Tasks located on the left-hand sidebar:

• Navigate to the Projects & Tasks tab.

• At the top of the page, there are three tabs:

  • List: Think of it as an Excel table of your projects and tasks.

  • Kanban: A Kanban board for visualizing workflow.

  • Gantt: A timeline for your projects.

• Click on the List tab.

Save view

How to save views

1. Start by selecting Projects & Tasks from the left-hand sidebar.

2. From here you will be able to view all your ongoing projects in Motion.

3. Click on the List view option atop the Projects & Tasks page.

4. Apply filters to customize your view and focus on what matters most.

5. Click on three-dots next to the list name and press Save as New view to preserve your tailored view for quick and easy access in the future.

Gantt View

Access Gantt chart

How to access the Gantt chart in Motion

Go to the Projects & Tasks located on the left-hand sidebar:

• Navigate to the Projects & Tasks tab.

• At the top of the page, there are three tabs:

  • List: Think of it as an Excel table of your projects and tasks.

  • Kanban: A Kanban board for visualizing workflow.

  • Gantt: A timeline for your projects.

• Click on the Gantt tab.

Gantt chart UI

Understanding the Gantt Chart UI

Color Coding Projects in Gantt:

1. Select the specific project you'd like to color code.

2. Right-click the project to open the color palette.

3. Select your preferred project color.

4. Changing your project color in Gantt will also change the project's color in your Workspace as well as all associated tasks for that project.

Sort by criteria

How to use the Sort By Criteria: The "Sort By" criteria control the order of your Y-axis.

• If grouped by assignee, you can rearrange the order of the assigned tasks using the "Sort Groups" control.

Different Timeframes in Gantt

We offer multiple views in the Gantt chart to suit different planning needs:

• Monthly View: For shorter-term planning.

• Quarterly View: For medium-term planning.

• Yearly View: For long-term planning.

Each view allows you to see your projects on different scales, and you can use the "Jump to Date" or "Jump to Today" functions to navigate quickly through time (pictured to the right of the timeline selection).

Add a project

How to add a project from scratch

Within the Gantt chart editor, you can add a project from scratch by clicking on the blank space (or black space if you're in dark mode).

Things to Consider When Creating a Project in the Gantt Chart View

• Ensure the workspace and assignee are set correctly.

• The project start date and deadline will be the dates you dragged on the Gantt chart - be sure to verify these dates align with your project.

Creating Gantt Chart Views

You can create Gantt chart views to organize your timeline and projects the way you like. Here are a couple recommended views:

Group by Deadline > by Month > by Assignee (add additional filters for extra customization).

• This view shows what is happening each month, what each person is doing, and their work stack ranked by priority.

Group by Workspace > by Status:

• See all projects across all teams by their statuses (repeat the creation process outline above using Workspace > Status)

Kanban View

Set up Kanban

How to set up a kanban

Setting filters on your Kanban board shouldn't be a never-ending game of hide and seek. That's why we introduced the 'Save as View' feature, which operates as your secret sauce for filtering efficiency.

Steps to Save the Kanban View

1. Start by selecting Projects & Tasks from the left-hand sidebar.

2. From here you will be able to view all your ongoing projects in Motion.

3. Click on the Kanban view option atop the All Projects page.

4. Apply filters to customize your view and focus on what matters most.

5. Click on Save to preserve your tailored perspective for quick and easy access in the future.