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How to create shared filters and views

Learn how to create shared filters and views in just a few simple steps.

victoriaworkflowsvictoriaworkflows
·10 Schritte·51 Aufrufe·Veröffentlicht

Learn how to create shared filters and views in just a few simple steps. This guide walks you through the process of setting up customized filters by selecting fields, stages, and saving your selections for collaborative use.

Step-by-step Guide10 Schritte

  1. Click Filter

    Click Filter
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  2. Click Add new filter

    Click Add new filter
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  3. Click Select field

    Click Select field
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  4. Click Stage

    Click Stage
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  5. Click open menu

    Click open menu
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  6. Click Awaiting Payment

    Click Awaiting Payment
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  7. Click Private

    Click Private
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  8. Click Shared

    Click Shared
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  9. Click Save selected columns with the filter

    Click Save selected columns with the filter
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  10. Click Save

    Click Save
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