Default Views

1. Navigate to  Cards  tab and select the dropdown at the top-left corner. 
   
2. Under Default Views,  
   
• Upcoming  Cards : Cards with fast approaching deadlines are listed under this view. 
  
• Overdue  Cards : Cards with elapsed deadlines are listed under this view. 
  
• All Cards: All the cards accessible by the user are listed under this view.
  
• My Cards:  Cards in which the user can perform one or more action is listed under this view.
  
• My Requests: Cards requested by the user are listed under this view. 
  

Custom Views   

Here are 5 Custom Views that can benefit you everyday! 

1. Navigate to an orchestration shortcut tab at the top bar. 
   
2. Click on the dropdown at the top-left corner. 
   
3. Click  Add Custom View  hyperlink   at the bottom of the dropdown.
   
4. Fill in the details. 
   
1. Name : Give a name to the custom view.
   
2. Description : Describe the view.
   
3. Visibility : You can choose the Visibility of the view.  
   
1. Private  - Private views will not be shared with other users. 
   
2. Public  - Public views will be visible to everyone in the organization.
   
• Check the  Share column customization  box to allow all the users in your organization to make modifications to the column view.  
  
3. Specific  Users  - Select the users, teams or roles to share this view. 
   
• Check the  Share column customization  box to allow the selected users, teams, and roles in your organization to make modifications to the column view.  
  
4. You can also choose a  Criteria  to filter this view. Default and custom fields (except Long Text fields) listed under the form will be available under  Criteria Filter  dropdown. 
   
1. Click    to add more than one criteria   and click    to delete a criteria.  
   
2. We support two types of operators: 
   
1. Use AND when it is mandatory to satisfy all the criteria. 
   
2. Use OR for either-or conditions. 
   
3. Click on the operator name to switch between AND or OR operators. You can also choose to manually edit the criteria   pattern. 
   
5. Click  Save. 
   

Edit or delete custom view

1. Navigate to an orchestration shortcut tab at the top bar. 
   
2. Click on the custom view dropdown at the top-left corner. 
   
3. Mouse over a Custom View name in the dropdown to view  or .
   
4. Click the icon to perform the corresponding action.

A custom view can be edited or deleted only by the user who created the view.

Team Views

This view groups the cards assigned to different teams in your organization. It can be viewed under Cards tab or any other orchestration shortcut tab.

1. Navigate to   Cards  tab or orchestration shortcut tab at the top bar. 
   
2. Click on the custom view dropdown at the top-left corner. 
   
3. Under  Team Views, select a team name to view the list of cards assigned to them.
   

Favorite Views

You can favorite frequently used views and save them as a separate view. Mouse over a view name and click  icon at the left end. This view will be added under  Favorite Views .