> ## Documentation Index
> Fetch the complete documentation index at: https://docs.get-clara.tech/llms.txt
> Use this file to discover all available pages before exploring further.
# Views & Pipelines
> Learn how to create and manage views in Clara.
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## Understanding Views
Views are saved configurations that determine how your data is displayed. Each view can have its own:
* **Layout**: Table, Kanban, or Calendar
* **Filters**: Which records to show
* **Sorting**: How records are ordered
* **Fields**: Which columns are visible
## View Types
### Table View
The default spreadsheet-like view showing records in rows with customizable columns.
### Kanban View
A visual board view where records appear as cards organized by stages. Ideal for:
* Sales pipelines
* Project tracking
* Any workflow with defined stages
### Calendar View
Display records with date fields on a calendar. Perfect for:
* Meetings and events
* Deadlines and due dates
* Time-based planning
## Creating a View
There are two ways to create a new view.
### Use the View Dropdown Menu
1. Navigate to any object (People, Companies, etc.)
2. Click the view name at the top left (shows current view with a dropdown arrow)
3. Click **+ Add view**
4. Name your view and click **Create**
5. Choose a layout (Table, Kanban, or Calendar) under **Options**
6. Add filters and sorting as needed
7. Select which fields to display and reorder them
8. Click **Save**
### Start by editting an existing view
1. Navigate to any object (People, Companies, etc.)
2. Choose a layout (Table, Kanban, or Calendar) under **Options** or Add filters and sorting as needed
3. Click on **Save as new view**
4. Name your view and click **Create**
5. Keep editing your new view
6. Click on **Update view** to save your additional configurations
## Managing Views
### Edit a View
1. Select the view from the dropdown
2. Make your changes (filters, sorting, columns)
3. Click **Save** to update the view
### Rename a View or Change Its Icon
1. Open the view dropdown
2. Click the **⋮** menu next to the view name
3. Select **Edit**
4. Change the name or icon
5. Click **Save**
### Reorder Views
1. Open the view dropdown
2. Click and drag a view by its handle
3. Drop it in the desired position
4. The new order is saved automatically
### Add to Favorites
Pin frequently used views for quick access:
1. Open the view dropdown
2. Click the **⋮** menu next to a view
3. Select **Add to favorites**
4. The view appears in your favorites section
### Delete a View
1. Select the view to delete
2. Click the view dropdown
3. Click the **⋮** menu next to the view
4. Select **Delete**
5. Confirm deletion
Deleted views cannot be recovered. Make sure you want to remove it before confirming.
## View Visibility
Each view (except the default "All \[Object Name]" views) has its own visibility setting.
To change visibility:
1. Open the view
2. Click **Options → Visibility**
3. Choose:
* **Workspace**: Visible to all workspace members
* **Unlisted**: Visible only to you
The default "All \[Object Name]" views cannot have their visibility changed.
## Next Steps
* [Table Views](/user-guide/views-pipelines/capabilities/table-views)
* [Kanban Views](/user-guide/views-pipelines/capabilities/kanban-views)
* [Filters and Sorting](/user-guide/views-pipelines/capabilities/filters-and-sorting)
* [View Settings](/user-guide/views-pipelines/capabilities/view-settings)