Waymaker
Taskboards

Switching Between Views

Waymaker taskboards offer five distinct views—Kanban, List, Gantt, Calendar, and Dashboard—each optimized for different activities. Mastering view switching helps you choose the right tool for the task at hand, making you significantly more productive.

ViewsSwitching
Last updated: October 10, 2025•8 minutes read

Switching Between Views

Difficulty: Beginner

Overview

Waymaker taskboards offer five distinct views—Kanban, List, Gantt, Calendar, and Dashboard—each optimized for different activities. Mastering view switching helps you choose the right tool for the task at hand, making you significantly more productive.

This guide explains how to switch between views efficiently, when to use each view, and how to configure view preferences to match your workflow.

What You'll Learn

  • Location and use of the view switcher
  • Keyboard shortcuts for rapid view switching
  • When to use each view type
  • How view-specific filters persist or reset
  • Saving view preferences per board
  • Recommended view workflows for common scenarios

Prerequisites

  • A Waymaker taskboard with tasks
  • Basic familiarity with each view type (recommended to read individual view guides)

The View Switcher

Location

The view switcher appears in the top-right area of every taskboard, next to the filter controls.

Visual Appearance:

  • Button Bar: Icons or buttons for each view (Kanban, List, Gantt, Calendar, Dashboard)
  • Active View: Highlighted or distinct color to show current view
  • Icon-Based: Each view has recognizable icon (board grid, list, timeline, calendar, chart)

Alternative Access:

  • View Dropdown: Some layouts use a dropdown menu instead of buttons
  • Settings Menu: Views may be accessible via board settings menu

Switching Views

To change views:

Method 1: Click View Button

  1. Locate the view switcher in the header
  2. Click the desired view icon or button
  3. Board reloads in the selected view

Method 2: Keyboard Shortcuts (faster)

  • Press the keyboard shortcut for desired view
  • View switches immediately

Method 3: View Menu

  1. Click View menu in header
  2. Select view from dropdown
  3. Board reloads

Loading Time: Most views load instantly. Gantt and Dashboard may take a few seconds if processing complex data.

Keyboard Shortcuts

Master these shortcuts for rapid view switching:

ShortcutViewDescription
KKanbanSwitch to Kanban board view
LListSwitch to list/table view
GGanttSwitch to Gantt timeline view
MCalendarSwitch to calendar/month view
ADashboardSwitch to analytics/dashboard

Mnemonics:

  • K = Kanban
  • L = List
  • G = Gantt
  • M = Month (calendar)
  • A = Analytics (dashboard)

Tip: Print these shortcuts and keep near your workspace for the first week. They'll become muscle memory quickly.

Additional View Shortcuts

Within each view, additional shortcuts enhance navigation:

Kanban View:

  • N or C - Create new task
  • F - Open filter panel
  • ← → - Move selected task between sections

List View:

  • ↑ ↓ - Navigate between rows
  • Enter - Open task details
  • Space - Select/deselect task

Gantt View:

  • Ctrl/Cmd + + - Zoom in (more detail)
  • Ctrl/Cmd + - - Zoom out (more time span)
  • T - Jump to today

Calendar View:

  • D - Switch to day view
  • W - Switch to week view
  • M - Switch to month view
  • T - Jump to today

Dashboard View:

  • R - Refresh metrics
  • E - Export current dashboard

See Full Shortcuts: Press ? or / in any view to display complete keyboard shortcuts overlay.

View-Specific Features

Each view has unique capabilities:

Kanban View

Best For:

  • Visual workflow management
  • Daily standup meetings
  • Moving tasks through stages
  • Team collaboration

Unique Features:

  • Drag tasks between sections
  • Swim lanes (layer grouping)
  • WIP limits per section
  • Real-time collaboration indicators

When to Switch: Use for active work management and status updates.

List View

Best For:

  • Bulk editing tasks
  • Sorting and filtering large lists
  • Data entry and review
  • Exporting task lists

Unique Features:

  • Sortable columns
  • Inline editing
  • Multi-select for batch operations
  • Compact or expanded row density

When to Switch: Use when you need to update many tasks quickly or analyze task data.

Gantt View

Best For:

  • Timeline planning
  • Dependency management
  • Critical path analysis
  • Stakeholder presentations

Unique Features:

  • Visual timeline with task bars
  • Dependency arrows
  • Drag to reschedule dates
  • Critical path highlighting

When to Switch: Use for scheduling, deadline planning, and showing project timelines.

Calendar View

Best For:

  • Due date management
  • Weekly/monthly planning
  • Capacity checking
  • Avoiding deadline conflicts

Unique Features:

  • Traditional calendar grid
  • Drag tasks to reschedule by day
  • Day/week/month formats
  • Recurring task management

When to Switch: Use for deadline-focused work and time management.

Dashboard View

Best For:

  • Progress reporting
  • Performance analysis
  • Sprint retrospectives
  • Stakeholder updates

Unique Features:

  • Charts and metrics (velocity, burndown, etc.)
  • Team performance comparisons
  • Trend analysis
  • Exportable reports

When to Switch: Use for reviews, retrospectives, and status reporting.

When to Use Each View

Daily Workflow Scenarios

Morning Planning:

  1. Calendar View (M) - Review today's and this week's deadlines
  2. Kanban View (K) - Check task status and priorities
  3. Work in Kanban - Move tasks as you complete them

Mid-Day Check:

  1. List View (L) - Quickly update multiple task statuses
  2. Kanban View (K) - Visual check of team progress

End of Day:

  1. List View (L) - Mark tasks complete in bulk
  2. Calendar View (M) - Plan tomorrow's work

Weekly Workflows

Monday - Sprint/Week Planning:

  1. List View (L) - Review and prioritize backlog
  2. Gantt View (G) - Schedule tasks with dependencies
  3. Calendar View (M) - Ensure even workload distribution
  4. Kanban View (K) - Drag tasks to To Do column

Daily Standups (Tue-Thu):

  1. Kanban View (K) - Visual status review
  2. List View (L) - Quick updates if needed

Friday - Sprint Review/Retrospective:

  1. Dashboard View (A) - Review velocity, burndown, completion rate
  2. Kanban View (K) - Confirm all tasks in correct status
  3. List View (L) - Archive or move incomplete tasks

Project Phase Workflows

Planning Phase:

  • List View - Create and organize tasks
  • Gantt View - Schedule tasks with dependencies
  • Calendar View - Validate deadlines and capacity

Execution Phase:

  • Kanban View - Primary view for daily work
  • Calendar View - Check upcoming deadlines
  • List View - Occasional bulk updates

Monitoring Phase:

  • Dashboard View - Track progress metrics
  • Gantt View - Verify timeline adherence
  • Kanban View - Address blockers

Closing Phase:

  • Dashboard View - Generate final reports
  • List View - Archive completed tasks
  • Calendar View - Schedule retrospective

Filter Persistence

How Filters Work Across Views

View-Specific Filters: Some views have unique filter capabilities:

  • Kanban: Section-specific filters, swim lane toggle
  • Gantt: Timeline range, critical path toggle
  • Calendar: Day/week/month format
  • Dashboard: Time period for metrics

Shared Filters: Some filters apply across all views:

  • Assignee filter
  • Layer filter
  • Priority filter
  • Label filter
  • Search query

Filter Behavior When Switching

Filters Persist (default): When you switch views, active filters typically remain:

  1. Filter to "Assigned to Me" in List View
  2. Switch to Kanban View (K)
  3. Kanban still shows only your tasks

View-Specific Settings Reset: View-unique settings don't carry over:

  1. Enable "Show Critical Path" in Gantt View
  2. Switch to Kanban View
  3. Kanban doesn't have critical path (ignored)
  4. Return to Gantt View
  5. "Show Critical Path" setting remembered for Gantt

Clearing Filters:

  • Click Clear Filters button (clears shared filters)
  • Or press Escape to clear all filters
  • Filters clear across all views

Saved Filters

Per-View Saved Filters: You can save filters specific to each view:

Example - List View:

  • Sort by Due Date ascending
  • Filter to High Priority
  • Group by Assignee
  • Save as "Urgent Tasks List"

Example - Kanban View:

  • Filter to Current Sprint layer
  • Show swim lanes
  • Save as "Sprint Board"

Switching with Saved Filters:

  1. Apply saved filter in current view
  2. Switch to different view
  3. Saved filter's compatible settings apply
  4. View-specific settings ignored

View Preferences

Saving Per-Board Preferences

Each taskboard can remember your preferred view:

Default View:

  1. Access Board Settings
  2. Navigate to Preferences tab
  3. Set Default View (Kanban, List, Gantt, Calendar, Dashboard)
  4. Save settings
  5. Board opens in selected view by default

Last Used View: Alternatively, board can remember last view used:

  • Enable Remember Last View option
  • Board opens in whatever view you last used
  • Different per user (your preference doesn't affect teammates)

Personal vs Team Preferences

Personal Preferences (per user):

  • Default view
  • Column visibility (List View)
  • Sort order
  • Compact/expanded density
  • Color schemes

Team Preferences (board-wide):

  • Available views (can disable views team doesn't use)
  • Board name and description
  • Section names and workflow
  • Layer structure

Workflow Best Practices

Individual Contributor:

  • Primary: Kanban View (80% of time)
  • Planning: Calendar View (mornings)
  • Bulk Updates: List View (as needed)

Project Manager:

  • Primary: Gantt View (timeline planning)
  • Daily: Kanban View (team status)
  • Reporting: Dashboard View (stakeholder updates)

Team Lead:

  • Primary: Kanban View (daily standups)
  • Planning: Gantt View (sprint planning)
  • Review: Dashboard View (sprint retrospectives)

Executive/Stakeholder:

  • Primary: Dashboard View (progress monitoring)
  • Timeline: Gantt View (understand schedule)
  • Occasional: Kanban View (understand current work)

Multi-Monitor Workflows

If you have multiple monitors:

Two-Monitor Setup:

  • Monitor 1: Kanban View (active work)
  • Monitor 2: Calendar View (upcoming deadlines)

Three-Monitor Setup:

  • Monitor 1: Kanban View (central, active work)
  • Monitor 2: List View (left, for quick updates)
  • Monitor 3: Dashboard View (right, metrics monitoring)

Implementation:

  • Open same taskboard in multiple browser tabs
  • Switch each tab to different view
  • Drag tabs to different monitors
  • All tabs update in real-time

View Switching Patterns

Sprint Planning:

  1. L - List View to review backlog
  2. G - Gantt View to schedule dependencies
  3. M - Calendar View to check capacity
  4. K - Kanban View to organize into sprint sections

Daily Standup:

  1. K - Kanban View for team discussion
  2. L - List View if bulk updates needed
  3. K - Return to Kanban for visual reference

Status Reporting:

  1. A - Dashboard View for metrics
  2. G - Gantt View for timeline screenshot
  3. K - Kanban View for current state

Troubleshooting

View Not Loading

Issue: Clicking view switcher doesn't load view.

Solutions:

  • Refresh browser (Ctrl/Cmd + R)
  • Check internet connection
  • Verify you have permissions to view that view type
  • Try different browser
  • Clear browser cache

Keyboard Shortcuts Not Working

Issue: Pressing K, L, etc. doesn't switch views.

Solutions:

  • Ensure focus is on taskboard (not in a text input field)
  • Click on taskboard background first
  • Check if browser extensions are intercepting keys
  • Try clicking view buttons instead
  • Verify shortcuts in Help menu (?)

Filters Lost When Switching

Issue: Filters don't persist across view changes.

Solutions:

  • Use saved filters instead of temporary filters
  • Verify filter is shared filter type (assignee, layer, priority)
  • View-specific filters (like critical path) won't carry over
  • Re-apply filter if needed

View Preference Not Saving

Issue: Default view setting doesn't stick.

Solutions:

  • Ensure you clicked Save in board settings
  • Check browser cookies are enabled
  • Try clearing cache and setting again
  • Verify you have edit permissions on board

Quick Reference Card

Print or save this quick reference:

WAYMAKER VIEW SWITCHING CHEAT SHEET

KEYBOARD SHORTCUTS:
K = Kanban View (workflow management)
L = List View (data management)
G = Gantt View (timeline planning)
M = Calendar View (due date management)
A = Analytics/Dashboard (metrics & reporting)

WHEN TO USE EACH VIEW:

KANBAN (K):
✓ Daily standup meetings
✓ Moving tasks through workflow
✓ Team collaboration
✓ Visual status at a glance

LIST (L):
✓ Bulk editing many tasks
✓ Sorting and filtering
✓ Data entry and review
✓ Exporting task lists

GANTT (G):
✓ Timeline planning
✓ Dependency management
✓ Critical path analysis
✓ Stakeholder presentations

CALENDAR (M):
✓ Due date planning
✓ Capacity checking
✓ Avoiding conflicts
✓ Weekly/monthly review

DASHBOARD (A):
✓ Sprint retrospectives
✓ Performance analysis
✓ Progress reporting
✓ Stakeholder updates

TIPS:
• Focus on taskboard before using keyboard shortcuts
• Press ? for full shortcut reference
• Filters persist across compatible views
• Save view preferences per board

Need More Help?

Congratulations! You now understand all five Waymaker views and how to switch between them efficiently. Mastering view switching will dramatically improve your productivity.

Next Step: Explore Advanced Filtering Techniques to get even more from each view.