Customizable Work Views
Create views specific to your needs, share them with colleagues, and export them for further use.
View your work in the way you need with customizable work views. Choose a base layout, then group, filter, search and select the data columns you want presented. You can also reorder the columns as you see fit. Once you have a view that works for you, you can save it, share it with your colleagues, and/or export that view into a spreadsheet.
Select from a variety of layouts
Choose from a variety of layouts for your custom views.
- Work with a list or hierarchical view.
- Monitor availability on the workload view.
- Update work on the Kanban board.
- Plan work with the Gantt chart.
- Schedule tasks on the Calendar.
Select your filters, groupings, and columns
After selecting your layout, you can choose from a huge variety of filters or groupings. You can also sort, add or remove columns, or apply searches to your view. All these configurations can be saved, allowing you to switch between multiple customized views.
Save, share, and export your work views
- Share work views, with one or more colleagues or teams, or your whole organization, so everyone has the same perspective.
- Save views to have easy access to multiple custom views for your convenience.
- Export custom views in the form of csv files for creating reports.
Learning resources
Configure how to view your work then share your views across your team.
Rename, reorder, share, and delete your custom views.
Visualize the workload of agents in your organization.