Seeking simplicity and ease while sorting through multiple items from your various boards? How did we know?! 🤷

The List View Widget lets you select multiple boards and view a combined list of items with shared columns, making it easy to update, sort, group, and filter across them in one place.

Add a List View Widget 

To add a List View Widget, click on the Add widget button in the top left-hand corner, select More widgets, and use the search bar in the Widget Center to find the List View. Click on Add widget. 

The widget will contain two columns: the board and the group on that board where the item is. The board column is hyperlinked, and clicking on the name of the board will redirect you to that board!

The widget is Live and will pull data in real time. This means that any changes made to your boards will automatically be reflected in the widget. 

Column matching 

The List View Widget pulls all items across your connected boards and displays columns that appear in at least two of those boards. If only one of your connected boards contains a column that the others don't, the column will not appear in the List View Widget. 

Column matching is based on column name and type; therefore, to merge similar columns, ensure they share the same name across your boards. To access the column matching settings for the widget, click on the Cogwheel icon at the top of your dashboard. 

From here, you can click on any of the Customize buttons next to the column type displayed on your widget and select which column you would like to utilize for that column type on your various connected boards. 

List View Widget settings 

The List View Widget settings allow you to determine how your subitems will appear within the widget, which columns are visible and in what order, and which connected boards to pull data from. To access the widget's settings, click on the three dots in the top right-hand corner of the widget and select Settings from the dropdown menu. 

Within the Subitems display mode, you can determine how you would like your subitems to be presented in the List View Widget. These settings include displaying only subitems, subitems alongside items, and subitems attached to the parent item. 

Under Select columns visibility and order, you can drag and drop columns in the list to reorder the way in which they appear in the widget. This allows you to determine which columns to view in the order that makes the most sense for your data. By using the checkbox next to the column name, you can decide which columns to include in the widget. 

If you have a Text Column, you can choose to Wrap text and determine the cell height to ensure full visibility. In settings, go to the Item layout tab, check the Text Columns to wrap box, and select the desired height. 

You may have connected boards to your dashboard that you need for other widgets, but you'd prefer not to see items from those boards in the Item List View. The Boards option in settings lets you choose which connected boards to include in the widget's data by selecting or deselecting them. 

If your board's column names differ or if you want to change the column names only in the widget without altering the board, you can edit the column names in your Dashboard settings. This helps clearly show what each column represents in the widget. Click on the cogwheel icon in the top right corner of your dashboard, and type in your new column names for each available column. 

Organize your List View Widget

There are several ways to sort and group your List View Widget so that your data is displayed clearly and succinctly. 

You can choose to dock your widget, ensuring that the List View Widget is the only widget on your dashboard and occupies the entire dashboard. To do this, ensure there are no other widgets on your dashboard. Then, click the three dots in the top right corner of the widget and select Dock this widget from the dropdown menu. 

You can sort the data in the List View by the available columns. Click on the Sort button in the top right-hand corner of the widget and select the column you wish to sort by, and then select whether the items should appear in Ascending or Descending order. 

Use the Group By feature in your List View Widget to organize items by columns, such as Board, Group, Status, or Person, for clearer viewing. Click the Group by button at the top right, choose a column or group, then pick a sorting option from the Select sorting option dropdown menu. 

You can export your List View Widget to Excel with a click of a button! Simply click on the Export button in the top right corner of the widget. From the window that appears, you can choose to have the export sent to you by email, along with the download. Confirm the export, and the Excel file will be saved to your computer. 

Another way to organize your widget is to filter the items to display the exact data you are looking for. Click on the Filter icon in the top left-hand corner of the widget and select the column, board, or group you wish to filter by. 

Editing items 

The List View Widget is dynamic, as it pulls items from the connected boards into the widget. The item displayed in the widget is identical to the item on your board. Any changes made to items in either place will be reflected in both the board and the widget. 

You can update a column value in the List View, whether it's the Status label or |the date. This change will then reflect directly on the item's connected board. Simply click within the cell that you want to edit and change the value according to the column type. 

You can easily resize the column widths in the List View Widget to display your information in a way that suits your needs. Simply hover over the column name until the resize arrows appear, and drag the sides of the column to increase or decrease the width. 

You can also add a new item directly from inside the List View! New items will appear immediately in your board, and vice versa. To add a new item from within the widget, click on the "New item" button at the top of the List View. An item pop-up card will appear, allowing you to input the details on the new item, including which board and group within that board to add the new item to. 

You can also access item settings from within the List View, just as you would on your board. To open the item settings, hover over the left side of the item and click on the three dots that appear. The item settings menu will appear. From here, you can move the item, add a subitem, delete the item, and more!