The Whiteboard helps you visualize and organize your operation data in the way that works best for your team.
By creating and saving multiple views, you can quickly switch between different layouts for pollination, health checks, or yard management — without re-adjusting your columns every time.
Step 1 - Save as a New View
To create a new view, click the Floppy Disk+ Icon.
Select Save as new view.
Enter a descriptive name - for example:
“Pollination Season 2025”
“Health & Feed Tracking”
"John's Whiteboard"
Click Done.
Your new view will now appear in the View Selector dropdown in the Whiteboard.
Step 2 - Customize your Columns
After creating the new view, set up your preferred column layout.
You can choose which columns to show and how they display (for example, showing the last occurrence of the column vs showing the total occurrences this season).
➡️ For detailed steps on customizing your columns, see the guide: Change Column Views in the Whiteboard
Step 3 - Switch Between Views
To open a saved layout:
Click the View Selector dropdown at the top of the Whiteboard.
Choose the saved view you’d like to use.
Note: Any active filters will be applied across views.
Step 4 - Manage Saved Views
To edit or remove existing views:
Rename: Click the pencil icon in the Whiteboard. In the Update view modal, enter the updated view name.
Set as Default: Click the pencil icon in the Whiteboard. In the Update view modal, select the "Set as default view" button.
Delete: While in the view you want to remove, click the trash can icon. Click Delete to remove view.
For more details on customizing your Whiteboard, watch this video: Customize the Whiteboard