# Create a view

> Choose a global, client, or process scope, create the view, and add table, Kanban, calendar, chart, or metric blocks in the builder.

URL: https://www.agencytitan.com/help/views/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](https://app.agencytitan.com/settings/views)).
2. For a **Client** view, open **Client Views** ([/settings/clients/views](https://app.agencytitan.com/settings/clients/views)).
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**.

   ![Create View dialog with a required View Name field, icon picker, and Create View button](/docs/screenshots/views-v1/create-view-dialog.png)

AgencyTitan opens the new view in the builder.

:::note[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**.

   ![View builder with the Data palette listing Data Table, Calendar, Kanban Board, chart types, and metric types](/docs/screenshots/views-v1/view-builder-data-widgets.png)

See [Filter and sort view data](/help/views/filter-and-sort-view-data/), [Configure Kanban and calendar views](/help/views/configure-kanban-and-calendar-views/), and [Configure charts and metrics](/help/views/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 |

## Related articles

- [Views and dashboards overview](https://www.agencytitan.com/help/views/overview/): Understand how AgencyTitan views combine tables, Kanban boards, calendars, charts, and metrics into scoped dashboards and work surfaces.
- [Filter and sort view data](https://www.agencytitan.com/help/views/filter-and-sort-view-data/): Configure per-widget filters, condition groups, sorting, limits, and view-level date filtering in a dashboard.
- [Configure Kanban and calendar views](https://www.agencytitan.com/help/views/configure-kanban-and-calendar-views/): Configure Kanban grouping, cards, behavior, filters, and calendar data sources, date fields, and default display.
- [Configure charts and metrics](https://www.agencytitan.com/help/views/configure-charts-and-metrics/): Add chart series, grouping, sorting, filters, and metric calculations to build a useful AgencyTitan dashboard.
- [Manage views](https://www.agencytitan.com/help/views/manage-views/): Rename, duplicate, organize, change visibility, and delete AgencyTitan views from settings.