Create different views to organize and display content across different audiences. After creating a view, customize it using filter, sort, and hide options. Your views are automatically saved, so it is easy to return to again and again.
How to Create a New View
Note: Only collaborators with Admins, Creators, and Editors permissions can create views. Project collaborators with Viewer permission cannot create views but can access the views created by others.
Navigate to the Views menu in the top bar, which shows the current view (e.g. All Products)
Choose Create New View
Give it a name that states the purpose or content of this view
For example, a list of products that need to be reviewed by your client may be named "Client Approval." A list of all selected openings to be shared with contractors may be called "Selected Openings." You can also create views that may mimic items like 'Schematic Design View' or 'QA/QC' view
Add an optional tag to help you keep the views organized
Toggle on/off the Shared View button depending on whether this is a private view only you can see (toggle off) or a view you want to share with your project collaborators (toggle on)
Hit Save
Tip: There is no limit to how many views you can create. You and your team can have as many views as needed. We do recommend capping the number of views to less than 15 to make organization easier.
Customize Views
Once the view is created, use the customization options (e.g. Filter, Sort, Height) and add/remove fields as needed to customize this view
For example, to create a view of all selected openings, add two conditions to the filter by selecting the fields that contain the data you want to filter on (e.g., Category and Approval Status), the inclusion statement (e.g. Has All Of, or Is Exactly), and the data you want (e.g. Door and Windows, Approval)
The view is automatically saved as you change it
Which Views Should You Create
You may need to create both internal views and external views.
Internal views are for your firm and collaborators.
Some common fields to add to internal views are: Used In Projects (shows what other projects the products were saved to) and internal comments. Internal views may focus on knowledge-sharing across teams.
External views are for collaborator external to your firm and include information they may need.
For example, a Consultant View may include window sizes, quantities, location tags, SHGC, and VT to help with energy modeling.
You may also have a Contractor View that focuses on what the contractor would need to place an order. This would include the product reps the contractor may need to contact.
Finally, a Client View could focus on energy performance, aesthetics, and cost.
Create as many view as you need, customize them, and share with others to make collaboration easy and effective.
📚 Keep Learning 📚
Next: Sort in Schedules