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 button in the top bar, which shows the current view (e.g. Default View)
Choose Create New View
Give it a name that states the purpose or content of this view
For example, if it is your personal view, you may call it 'Your Name View'. If the view is for a Client or Contractor, you can call the view 'Contractor View'. You can also create views that may mimic items like 'Schematic Design View' or 'QA/QC' view.
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 teammates (toggle on)
Hit Create View
Once the view is created, it will show three default custom columns and will not include any filtering. Use the customization options (e.g. Filter, Sort, Height) and add/remove fields as needed to customize this view
The view is automatically saved as you change it
Tip: There are no limits 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.
How to Edit a View
Navigate back to the Views button
Select the three dots icon to the right of the view name and select Edit View.
Update the view name and share settings if desired and hit Update View.
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.
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