Create a view

Create the view from the area that matches its scope, then use the layout builder to choose its data sources and blocks.

Who this is for

Agency team members who design dashboards or work lists. Requires View Layouts, Create Layouts, and Edit Layouts. Without Create Layouts, New View does not appear.

Before you begin

• Decide whether the view belongs across the agency, in client context, or to one process definition.
• Decide which records the view should show, such as clients, tasks, tickets, time entries, or users.
• Sketch the result: summary metrics, charts, a calendar, a Kanban board, a table, or a combination.

Choose the scope

Open the creation area for the scope you need:

1. For a Global view, open Settings, then Views ( /settings/views (opens in new tab) ).
2. For a Client view, open Client Views ( /settings/clients/views (opens in new tab) ).
3. For a Process view, open the process in process settings and select Views.

Process views are tied to the process you opened. Client views are reusable in client context rather than tied to one client record.

Create the view record

1. Select New View.

2. Enter View Name.

3. Optionally choose an icon.

4. Select Create View.

   

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AgencyTitan opens the new view in the builder.

Scope, data source, and block type are separate choices

The creation dialog does not have a View Type or Data Source field. The area where you create the view establishes its scope. After creation, each table, Kanban board, calendar, chart, or metric chooses its own data source in the builder.

Add the first data block

1. Select Or Click to Add Section on an empty canvas.

2. Open Data in the left palette.

3. Drag a block into the section:

   • Data Table
   • Calendar
   • Kanban Board
   • A chart type
   • A metric type

4. Select the block on the canvas to open its properties panel.

5. Choose Data Source. The live selector includes records such as clients, tasks, tickets, time entries, users, assignments, and process-related records.

6. Complete the block-specific settings.

7. Select Save Draft.

   

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See Filter and sort view data, Configure Kanban and calendar views, and Configure charts and metrics for the next steps.

Expected result

• The view appears in the settings list with its scope.
• The builder contains at least one section and one configured block.
• The builder header shows Draft after you select Save Draft.

Troubleshooting

Symptom	Likely cause	What to do
New View is missing	You lack Create Layouts	Ask a workspace owner to grant Create Layouts
Create View does not continue	View Name is empty	Enter a name, then retry
Wrong scope appears in settings	The view was created from the wrong area	Create it from Global, Client, or the selected process’s Views area
Data is unrelated to the view’s purpose	The block uses the wrong Data Source	Select the block and change its data source
Changes return after you leave	The draft was not saved	Select Save Draft before leaving the builder