Project management with Claris Studio starter views

Claris Studio is a powerful tool for building ways to use your data. The starter views for project management provide an example of how to bring together building blocks in Claris Studio to solve a problem. Together these views can help you plan tasks for a project, associate tasks with a larger body of work (epics), and keep up-to-date on the status of each task as your team progresses.

Create your project from the starter views

Go to Claris Studio and turn on Developer Mode if it isn't already.
On the Hubs page, locate an existing hub you'd like to create views in.

If you don't have any hubs yet, click Create New Hub and give your new hub a name.
In your hub, click + Add New Views.
Click Starter Views, choose Project Management, then click Create.

About the project views

When you create from the project management starter views, you get these views, three of which use the same data:

View name	Type	Same data	Purpose
My Project: Planning	List	✓	Planning board that groups tasks by the Milestone field. As you plan when you'll work on each task, you can drag tasks from one group to another. The default quick filters at the top let you show only the tasks that aren't done yet or tasks that are assigned to the current user (click to change or add more quick filters). Notes The values in the Milestone field (hidden by default) determine which group a task is in and the default name of the group. You can change the name displayed above the group without changing the Milestone field values. The Backlog group contains all the tasks that have no value set or the Milestone field. When you archive a group (click ... > Archive Group), the tasks are hidden in the Planning view but you can still see them in the Tasks view.
My Project: Kanban	Kanban	✓	Kanban board that groups tasks into columns by the Status field by default. As your team works on tasks, they can drag tasks between the To Do, In Progress, and Done columns to keep everyone up-to-date.
My Project: Epics	List-detail		List of epics, each with a list of its tasks. Use this view to see the larger bodies of work (epics) and how they're progressing.
My Project: Tasks	Spreadsheet	✓	Spreadsheet of all tasks with all fields visible. This view uses the same data as the Planning and Kanban views, so changes you make here show up there as well. If you need to do things you can't in other views (like import tasks from elsewhere or view groups of records archived in the planning board), you can do it all here. Notes The Epic field gets its options list from the Epics view. The Milestone field gets its options list from the Milestones view. The Reporter and Assignee fields are user fields. The Reporter field defaults to the current user, but you can change either field to anyone on the team.
My Project: Milestones	Spreadsheet		Spreadsheet that provides the options list for the Milestone field in the Tasks view.

Share your project views with your team

To make your project's views available to team members, share them via a hub.

Click the Hubs tab and turn on Developer Mode if it isn't already.
In the hub containing your project's views, remove any views you don't want to share.

Depending on your team's needs, you may not need to share the Tasks, Epics, and Milestones views. To remove a view, click in that view, then click Remove View from Hub.
In the hub, click Members, select each member you want to give access to, then click Update.