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Board views in CWM › Manage work using Boards › Use › Collaborative Work Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Update a CWM Board view

Modify the display preferences of your Collaborative Work Management (CWM)Boards and update the existing personal or shared views.

Before you begin

Role required: sn_cwm.cwm_user

Procedure

  1. Navigate to Workspaces > Collaborative Work Management.

  2. From a Space, select a Board for which you want to update a view.

  3. From the view switcher, select a view that you want to modify.

Image omitted: cwm-views-switcher.png
View switcher in CWM Board.

  1. Modify the display preferences of the Board data using the personalization settings, sorting, filtering, and adding custom columns.

    For more information, see Personalize List, Gantt and Kanban display for CWM Boards.

  2. Select Save view.

Image omitted: cwm-views-save-view.png
Save a CWM view.
  1. Select Save to current view.
Image omitted: cwm-views-save-view-modal.png
Save view dialog box.
**Note:** If you select the **Don't show this again** checkbox, this dialog box doesn't appear the next time.

Result

The current view is updated with the changes that you made.

Parent Topic:Board views in CWM