Choosing a view

A module describes what you track. A view changes how you see it. Switching views keeps the same records and filters; it does not create copies.

Which view fits your task?

View	Best for	What each entry represents
Runway	Daily triage and deciding the next action	An open deadline
Timeline	Planning ahead and spotting busy periods	An open deadline on a time axis
Board	Reviewing records together and finding blocked work	One record, grouped by review progress
Table	Comparing fields, sorting and bulk recipient changes	One record and its next open date
Calendar	Planning a month or checking a particular day	Each open deadline on its date

Understand the counts

One record can contain several open deadlines. A grant with three reports can appear three times in Runway, Timeline and Calendar, while it has one Board card and one Table row.

Views display the current page, up to 100 records. The matching-record count and aggregate summaries cover all matching records. Use the page controls or filters when the result is larger. Table sorting applies to the current page.

Keep progress separate from urgency

Board columns describe work: Not started, Reviewing, Waiting, Approved, Review complete. Date indicators describe how soon an open deadline is due. A review can be approved while its deadline is still overdue.

Moving a card changes its review stage. Complete a particular deadline when that obligation is fulfilled, or use Mark as renewed when recording an actual renewal and its next date. Those are separate actions.

Keep your workspace focused

Use search, filters and saved views to focus on a module, owner, department or date range. Start each morning with Runway, review bottlenecks on Board weekly, and check Timeline or Calendar before planning the next month.