Creating Custom Views: Organize Your Tasks Your Way
- Authors
- Name
- Adam R Farley
- @adamrfarley
- Published on
- Published:
Every productivity workflow is unique. That's why our app provides powerful view customization options that let you organize and display your tasks exactly how you need them. This guide will show you how to create custom views that supercharge your productivity.
Understanding Views
What Are Views?
Views are customizable displays of your tasks and projects. Think of them as different lenses through which you can see your work:
- Filter what tasks appear
- Sort them in meaningful orders
- Group related items together
- Format the display for optimal scanning
Default Views Included
- Today: Tasks due today with time blocking
- Inbox: Unprocessed items waiting for organization
- Next Actions: Available tasks you can work on now
- Projects: Grouped by project with progress indicators
- Contexts: Organized by where/how you can do them
- Waiting For: Tasks dependent on others
- Someday/Maybe: Future possibilities and ideas
Creating Your First Custom View
Basic View Creation
- Click Views in the sidebar
- Select Create New View
- Choose a starting template:
- Blank: Start from scratch
- Duplicate existing: Modify a current view
- Template: Use pre-built specialized views
Essential View Settings
Name and Icon
- Choose a clear, descriptive name
- Select an icon that makes visual scanning easy
- Use consistent naming conventions across views
Filters
Define what tasks appear in your view:
Show tasks where:
- Status: Not completed
- Due date: Next 7 days
- Project: Work projects only
- Context: @Computer OR @Phone
Sorting Options
Choose how tasks are ordered:
- Due date: Deadlines first
- Priority: High-impact items on top
- Project: Group by project
- Context: Batch similar work
- Created date: Newest or oldest first
- Custom: Drag and drop manual ordering
Grouping
Organize tasks into sections:
- By project: See all project tasks together
- By context: Group by location or tool needed
- By due date: Today, this week, later
- By priority: High, medium, low
- By energy level: High energy, low energy tasks
Advanced View Configurations
Smart Filters
Create dynamic filters that adapt automatically:
Date-Based Filters
- Overdue: Tasks past their due date
- Due soon: Within next 3 days
- This week: Due before end of week
- Next week: Due in the following week
Project-Based Filters
- Active projects: Projects with recent activity
- Stalled projects: No progress in last week
- Nearly complete: Projects >80% finished
Context Filters
- Available now: Based on your current location/time
- High energy: Tasks tagged for peak performance times
- Quick wins: Tasks estimated under 15 minutes
Display Customization
Column Configuration
Choose which information to display:
- Essential: Title, due date, project
- Detailed: Add priority, context, estimated time
- Minimal: Title only for clean scanning
Color Coding
Use colors to convey information quickly:
- Priority levels: Red (high), yellow (medium), green (low)
- Project types: Different colors for work, personal, health
- Due dates: Gradient from green (plenty of time) to red (overdue)
Card vs. List View
- Card view: Rich information display with thumbnails
- List view: Compact rows for maximum information density
- Kanban view: Visual workflow columns
Specialized View Examples
The "Daily Driver" View
Perfect for your main work view:
Filters:
- Not completed
- Due today OR high priority
- Exclude someday/maybe lists
Grouping: By context
Sorting: Priority, then due time
Display: List view with due times visible
The "Weekly Planning" View
Great for weekly review sessions:
Filters:
- All tasks (including completed from this week)
- Due within next 7 days OR completed in last 7 days
Grouping: By project
Sorting: Due date
Display: Card view with progress indicators
The "Quick Wins" View
For when you have limited time or energy:
Filters:
- Estimated time: Less than 30 minutes
- Available in current context
- Not waiting for others
Sorting: Estimated time (shortest first)
Display: Minimal list view
The "Deep Work" View
For focused work sessions:
Filters:
- High priority OR high impact
- Estimated time: More than 1 hour
- Requires focused attention (custom tag)
Grouping: By energy level required
Sorting: Priority
Display: Card view with time estimates
Dynamic Views with Smart Rules
Location-Based Views
Create views that change based on where you are:
- At Office: Show work tasks with @Computer context
- At Home: Personal projects and @Home tasks
- Commuting: Show @Phone tasks and reading items
Time-Based Views
Views that adapt to time of day:
- Morning: High-energy, creative tasks
- Afternoon: Meetings, calls, administrative work
- Evening: Planning, reviewing, personal tasks
Energy-Based Views
Match tasks to your energy levels:
- Peak Energy: Complex, creative, or challenging work
- Medium Energy: Routine tasks, emails, planning
- Low Energy: Administrative work, filing, simple tasks
Collaborative Views
Team Views
When working with others:
- Team Dashboard: Show all team member tasks
- Delegation View: Tasks assigned to others
- Review Queue: Items waiting for your approval
Project Manager View
For overseeing multiple projects:
- Project Health: All projects with progress indicators
- Resource Allocation: Who's working on what
- Bottlenecks: Overdue or blocked tasks across projects
Mobile-Optimized Views
Touch-Friendly Design
- Large tap targets: Easy interaction on small screens
- Swipe actions: Quick complete, defer, or delete
- Minimal information: Focus on essential details
Context-Aware Mobile Views
- Location-based: Automatically show relevant tasks
- Time-sensitive: Surface urgent items first
- Battery-conscious: Simpler views when battery is low
View Management Best Practices
Organization Strategies
- Start simple: Begin with 3-4 essential views
- Name consistently: Use clear, searchable names
- Review regularly: Remove views you don't use
- Share with team: Export successful view configurations
Performance Optimization
- Limit scope: Don't include all historical data
- Use appropriate grouping: Too many groups slow performance
- Regular cleanup: Archive old completed tasks
Maintenance Tips
- Document purpose: Add descriptions to complex views
- Regular reviews: Update filters as projects change
- Backup configurations: Export view settings
- Test on devices: Ensure views work on all your devices
Advanced Customization
CSS Styling (Pro Users)
For ultimate customization:
.high-priority-task {
border-left: 4px solid #ff4444;
background-color: #fff5f5;
}
.context-computer {
font-family: 'Courier New', monospace;
}
JavaScript Automation (Power Users)
Create dynamic behaviors:
// Auto-hide completed tasks after 24 hours
if (task.completed && task.completedDate < Date.now() - 86400000) {
task.hidden = true;
}
Troubleshooting Views
Common Issues
- View too slow: Reduce data scope or simplify grouping
- Nothing showing: Check filters aren't too restrictive
- Wrong sorting: Verify sort criteria and direction
- Mobile display issues: Test responsive settings
Getting Help
- View templates: Browse community-shared configurations
- Support docs: Detailed filter and sorting references
- User forum: Share ideas and get help from other users
Custom views transform how you interact with your tasks. Start with simple modifications to existing views, then gradually build more sophisticated displays that perfectly match your workflow.
Want to share a great view configuration? Submit it to our community template library!
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