Creating and Managing Views in OneDesk
This video shows you how to create, save, and share custom views in OneDesk.
In OneDesk, views are found on the left-hand panel here, and they allow you to determine how you’d like to display your data in this main area here. There are views for each of the different applications. I’ll show you the views for the task application, but what I’m going to show you applies for all the different applications here, including tickets, time sheets, customers, users, projects, and so on.
Along the top of your Views panel, you’ll see a list of standard views. We’re in the tree view right now, as you can see by this icon. This shows my project and tasks in their hierarchy. If I don’t want to see the hierarchy, I can click the flat view, and that will remove the folders and project structure. I can use the Gantt chart to show my projects and tasks on a timeline. I can use the card view to show my tasks as cards on a status board, and I can use a calendar view and a dashboard.
I can also create my own views. Those will be saved in the list here. When you created an account, we added some sample views for you. You can go ahead and delete or modify these views. To create a new view, click this icon here, select one of the layouts I just showed you, and choose how you’d like to filter the view. For example, I can filter by priority greater than one star and apply that. As you can see, my list has been updated in the background. I can add as many filters as I’d like.
I can also choose to group the view. In this case, let’s group it by priority as well. I’ll apply that, and as you can see in the background, my tasks have been grouped by their priority. You can group by as many levels as you want as well.
Now, I can choose to save the view, and then give it name. If I check “share”, then when I click “save”, this view will be in the list of all the different users in my organization. When they click on it, they’ll get the same set up that I just created. If I choose not to share, it’ll only appear in my list. As administrator, I can push out views to all the other users in my organization.