Custom Views in Bonsai allow you to save specific combinations of filters, layouts, sorting, grouping, and column visibility. This helps you quickly access the exact data you need without reconfiguring your workspace each time.
Custom Views are especially useful for managing tasks, projects, deals, and contacts based on specific criteria (e.g., status, owner, priority).
Where Custom Views are available
Custom Views are available in the following modules:
Each module supports its own set of views, and views do not carry over between modules.
Creating and managing custom views
Adding a new view
Open a supported module (e.g., Tasks or Projects).
Click the current view name at the top (e.g., “All Tasks”).
Select Add View.
Choose a layout:
List
Board
Gantt
Workload
Enter a name and select an icon for the view.
Apply filters, sorting, grouping, or column preferences.
Save the view.
Your Custom View will now be accessible from the view dropdown.
Note: default view cannot be deleted or edited, but you can duplicate it or save it as a new view to make modifications
Editing and duplicating views
Edit an existing view to change the name, visibility, or layout.
Duplicate a view to create a new version with the same filters.
Delete views that are no longer needed.
Sharing views with your team
When creating or editing a view, you can control who can access it:
Only Me → Visible only to you
Shared With Team → Visible to all team members
This allows teams to standardize workflows or keep personal views private.
Saving layout and grouping preferences
Layout Preferences
You can switch between layouts (List, Board, Gantt, Workload).
The selected layout is saved automatically for that view.
Grouping Options
Group items (e.g., tasks or deals) by fields such as:
Project
Owner
Status
Grouping helps organize data for easier analysis and workflow management.
Filtering in custom views
Applying Filters
You can apply multiple filters at once.
Filters help narrow down results to specific tasks, deals, or projects.
Filter Operators by Field Type:
Text fields: "Contains", "does not contain", "is", "is not", "is empty", "is not empty"
Number fields: “greater than”, “less than”
Date fields: ranges and relative dates
Filters can be combined to focus on specific projects, deals, or tasks.
💡 Pro Tip: Combine Custom Fields with Custom Views
Custom Fields and Custom Views work even better together. Any custom field you create becomes available as a filter, so you can build views like:
- "High-value deals in discovery"
- "Tasks flagged for review by client type"
- "Projects with a specific service tier"
The result: fully personalized views of your tasks, projects, and deals, no manual filtering needed.
FAQs
Q: Do I still have access to 'My tasks'?
A: Yes! "My Tasks" is available as a default view for you and your team.Q: Where can I access task templates?
A: Task templates are available through the small chevron (⌄) dropdown next to the "Add Task" button.Q: Can I change a view after I’ve created it?
A: Absolutely. You can Edit a view to change its name or visibility, Duplicate it to use the same filters for a different client, or Delete it if it’s no longer needed.
Q: Can I change a view created by a team member?
A: No. Only the creator of the view has permission to edit it. However, you can duplicate the view or save your changes as a new one.Q: Does the system remember my selected view?
A: Yes. The system remembers your last-used custom view when you navigate between modules, so you can continue working with the same setup.
Q: Can I use the same filters across multiple modules?
A: Each module maintains its own set of custom views; filters are not shared across modules.
Q: Can I see custom views in the client portal?
A: Custom Views are for internal use only and are not visible to clients.