The five views

Every project gives you five ways to look at the same set of tasks. The data underneath is identical; what changes is the lens — which questions you can answer at a glance. Picking the right view for the question you're asking is most of the productivity gain.

This article runs through what each view is good for and how to switch.

Switching views

Just below the project header sits a row of tabs: Board / Table / Timeline / Calendar / Dashboard. Click to switch. Your last-used view is remembered per project, and you can set a different default in project settings → General.

Board

The Board is the project's day-to-day operating surface. Columns are statuses, cards are tasks, and you drag a card across columns to change its status.

• Best for: running the work. Seeing what's in progress, what's blocked, what's done — the default for most users.
• What you can do: drag and drop between columns, click a card to open the task slide-over, click + Add Task in any column to create a task in that status inline.
• Filters: search, assignee type (Human / AI), status, and priority. Active filters persist for the project across sessions, so the view stays the way you set it up.

Table

The Table is a spreadsheet view of the project. Rows are tasks, columns are task fields.

• Best for: inspecting and comparing many tasks side by side. Power-user view for sorting, filtering, and reading a lot of state at once.
• What you can do: inline-edit title, status, priority, assignee, and due date directly in the row. Reorder columns, toggle which columns are visible, and sort by any column.
• One row at a time. There's no multi-select toolbar — for bulk changes across many tasks, ask an agent.

Timeline

The Timeline is a Gantt-style view of the project laid out across time. Each task is a horizontal bar between its start and due dates; the bars stack vertically and read left to right.

• Best for: seeing what's due when, especially when several tasks have overlapping windows.
• What you can do: drag a bar's end to adjust the due date, click a bar to open the task slide-over. Three zoom levels — Day, Week, Month — for tighter or wider date ranges.

Calendar

The Calendar drops tasks onto their due dates so you can see them by day.

• Best for: scheduling — fitting tasks into your week and seeing daily load.
• What you can do: click a date to create a new task on that date, drag a task between dates to change its due date. Toggle between Month and Week views with the controls at the top.
• AI-scheduled tasks expand to show their upcoming runs across the visible range. A daily-briefer task assigned to an agent shows up on every weekday at the scheduled time, so you can see what the workforce has lined up.

Dashboard

The Dashboard is the project's analytics view — KPI tiles, status distribution, upcoming work, and recent activity.

• Best for: weekly check-ins, status reports, and getting a sense of project health without scrolling through tasks.
• What you can do: read the widgets. The Dashboard ships with a sensible default set; you don't configure it per project. Skim it before a one-on-one, before a status update, or when someone asks "how's it going on X?"

Picking the right view

A quick decision rule:

• "What's everyone working on right now?" → Board.
• "Let me update fifteen tasks quickly." → Table.
• "What's due in the next two weeks?" → Timeline or Calendar.
• "How's the project doing overall?" → Dashboard.

If you're not sure, Board is rarely wrong. Most users live there.

Tips and gotchas

• Filters are per view. Setting a filter on the Board doesn't apply it to the Table — each view holds its own. That's deliberate; you usually want different slices in each lens.
• The Calendar's drag interactions snap to whole days. If a task has a time-of-day on its schedule, dragging it changes the date but not the time.
• The Timeline only shows tasks with dates. Tasks without a start or due date don't appear on it. Set a due date (or assign the task to an agent — the AI Schedule provides the dates) to bring it into the timeline.
• The Dashboard widget set is fixed. If you want a different cut of the same data, the Table view with column reordering covers most one-off needs.

Related

• What a project is
• Tasks are work-orders
• Putting an agent on a task
• Scheduling an agent