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Views in OneDesk allow you to group and organize your data based on your desired criteria and within a variety of layouts. Views are helpful for prioritizing and better overall planning of your work. To learn more about creating these kinds of views please see our videos or blogs on Custom Views.
This video focuses on Views Management settings that allow you to configure the views on your side panel display for both you and your organization.
Hover over the views panel within any OneDesk main app to bring up your view configuration icons. The cogwheel icon beside ‘Views’ brings up the ‘Manage Views’ panel.
The settings here under System Views allow you to configure the system level layout views and are available to administrator level users only. Any changes an administrator makes on these views will apply to all users in the company. The following options are available:
You can change the name of any layout by clicking on the pencil icon beside the layout name. Let’s say for example, rename my view called ‘flat’ to ‘list’
You can reorder the layout options. On the left side of the layout name click and drag to your desired order.
Check the box beside the desired layout to enable or disable which views appear in the side panel.
You can also select the default layout. The selected layout will be displayed by default whenever users enter the configured app.
Under your System Views are the settings for Custom Views. The following are the configuration options available for custom views:
You can turn on/off custom views to hide the custom view from the side panel without deleting the view. This configuration is helpful for decluttering your side panel of less frequently used custom views.
You can reorder the layout options by clicking on the left side of the view and dragging to the desired order.
You can change the custom view name by clicking on the pencil icon beside the view name.
The pencil icon in the Actions column allows you to edit the custom view, such as adding additional filters, change grouping etc.
The second icon in the action column allows an admin user to share a custom view. The sharing function is available only to administrator level users. You can configure whether a custom view is shared and with whom. This setting is helpful to create unified views across your company, team or among colleagues.
Available sharing options:
- Do not share – The custom view will be visible only to you.
- Share with all users – The custom view will be shared company wide, to all users.
- Share with selected users and teams – The custom view can be shared with one or more users or teams.
The trash icon under the Action column allows users to delete a custom view.
Finally, Show all Views in my Organization is Available to admin users only, allowing you to display and edit all custom views created by other users in your organization.