Geteilte Anleitung

How to create saved views

This how-to guide provides a step-by-step process for creating and customizing saved views in the BoardLeads workspace.

viktoriaviktoria
·9 Schritte·29 Aufrufe·Veröffentlicht

This how-to guide provides a step-by-step process for creating and customizing saved views in the BoardLeads workspace. Learn to manage your leads effectively by organizing tasks, updating statuses, and applying filters to enhance your workflow and focus on what matters most.

Step-by-step Guide9 Schritte

  1. Click the BoardLeads section

    This action takes you to the BoardLeads workspace, where you can manage and view your leads and related activities within the project.

    Click the BoardLeads section
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  2. Click 'Click here' to add new views

    Clicking 'Click here' will allow you to create and customize additional views for your Leads table, enabling better organization and management of your tasks.

    Click 'Click here' to add new views
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  3. Click the Table view option

    Selecting the Table view will display your leads in a structured table format, allowing you to easily manage and organize tasks.

    Click the Table view option
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  4. Click the Table option

    Selecting the 'Table' option will display your leads in a structured table format, allowing you to view and manage tasks more effectively.

    Click the Table option
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  5. Click the Rename view option

    This action allows you to change the name of the current view within the Leads section, enabling better organization and identification of views for your workflow.

    Click the Rename view option
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  6. Type 'Stuck' in the Status field

    Enter the word 'Stuck' to indicate that a task is experiencing delays. This status update helps team members quickly identify tasks that require attention.

    Type 'Stuck' in the Status field
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  7. Click the Filter option

    Clicking the Filter option allows you to refine the visible tasks based on specific criteria, helping you to focus on particular items within your Leads.

    Click the Filter option
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  8. Click the Status filter option

    Clicking the Status filter allows you to select from different task statuses like 'All done', 'Working on it', or 'Stuck' to refine your view of tasks in the Leads section.

    Click the Status filter option
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  9. Click the Save to this view button

    This action will save your current filter settings, allowing you to easily apply them in future sessions. Your selected view will be stored under your preferences in the Leads section.

    Click the Save to this view button
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