O OneDesk dá-lhe a capacidade de criar vistas personalizadas que podem filtrar as informações que vê na sua janela de aplicação OneDesk, permitindo-lhe ver apenas o que precisa quando precisa. A ferramenta de criação de visualização de vista OneDesk permite-lhe criar e guardar estas vistas personalizadas com as opções de filtro especificadas para que possa usá-las mais tarde.
Opções de filtragem de itens
Ao criar uma vista personalizada, pode selecionar para filtrar por uma propriedade. O OneDesk oferece muitas opções para selecionar. Consulte a tabela abaixo para ver as opções possíveis de filtro para itens. Note que algumas destas propriedades têm seleções personalizáveis.
Por favor, certifique-se de guardar a sua vista personalizada para que possa aceder a ela mais tarde ou partilhá-la com outros utilizadores.
| Property | Property Definition | Filter Options | Your Selection |
|---|---|---|---|
| Name | The given name of an item. | • Contains • Doesn’t contain | [enter text] |
| Priority | The priority level of an item. | • Is • Is more than • Is less than | • 0 stars • 1 star • 2 stars • 3 stars • 4 stars • 5 stars |
| Author | The user or customer who created the item. | • Is • Is not | Search for an item author from your user or your customer base. |
| Description | The description of the item. | • Contains • Doesn’t contain | [enter text] |
| Type | The type of item (e.g. task, ticket, bug, issue, etc.). | • Is • Is not | • Task • Ticket • [other item type] |
| Source | Where the item was created from (e.g. from an email). | • Is • Is not | • Customer portal • Imported • Manually entered |
| Published on portal y/n | If the item is published on the portal or not. | • Is • Is not | • Yes • No |
| Project | The internal projects you created/named. | • Is • Is not | [select project] |
| Satisfaction Rating | The satisfaction rating given by a customer. | • Is • Is not | • Bad • Good |
| Incoming email queue | The auto-forwarded email that created this item. | • Is • Is not | [select email queue name] |
| Actual percentage complete | The percentage of completion on an item. | • Is • Is more than • Is less than | [enter number] |
| Lifecycle status | The customizable status of a particular item type’s lifecycle. | • Is • Is not | [customizable options] e.g.: • Reopened • Closed • In progress • Open |
| Lifecycle state | One of three set states of an item’s lifecycle. | • Is • Is not | • Not started • In progress • Finished |
| Assigned y/n | If an item is assigned or unassigned. | • Is | • Yes • No |
| Assignee | A user in OneDesk assigned to work on an item. | • Is • Is not | [select assignee] |
| Assignee team | The team of OneDesk users assigned to work on an item is. | • Is • Is not | [select assignee team] |
| #Followers | The number of followers of an item. | • Is • Is more than • Is less than | [enter number] |
| Follower (individual) | The individual user or customer that receives messages regarding the item. | • Is | [select user or customer name] |
| Follower (organization) | The user team or customer organization that receives messages regarding the item. | • Is | [select user team or customer organization] |
| Requester (individual) | The individual that requested an item. | • Is | [select user or customer name] |
| Requester (organization) | The user team or customer organization that requested an item. | • Is | [select user team or customer organization] |
| Requester email | The email of the requester of an item (e.g.@domain.com). | • Contains | [enter text] (e.g. @domain.com) |
| Requester type | The type of requester of an item (user or customer). | • Is • Is not | • User • Customer |
| Has conversation y/n | If the item has a conversation attached to it, either internal conversation with users or external with customers. | • Is • Is not | • Yes • No |
| Last conversation type | The type of conversation attached to an item, either internally with users or externally with customers. | • Is • Is not | • Public reply • Internal message |
| Last Message | The messages attached to an item. | • Contains | [enter text] |
| Last responder type | The type of responder who last replied in an item's conversation. | • Is • Is not | • User • Customer |
| In SLA y/n | Is the item attached to or dependent on an SLA. | • Is | • Yes • No |
| Next SLA breach | The time in which you will be violation of the next policy on a specific item. | • Is less than | [enter number] minutes |
| Is certain SLA | Is the item attached to or dependent on certain SLAs. | • Is • Is not | [SLA name] |
| Actual work | The actual work time that has been logged on an item. | • Is • Is more than • Is less than | [enter number] |
| Timer running | If an item has a timer running. | • Is • Is not | • Yes • No |
| Agile points | The agile points assigned from your predetermined scale. | • Is • Is more than • Is less than | [enter number] |
| Has timesheets | The item has timesheets submitted to it. | • Is | • Yes • No |
| Has attachment | The item has a file attached to it. | • Is | • Yes • No |
| Creation date | The creation date of an item. | • Is • More recent than • Older than | • 24 hours ago • 7 days ago • 30 days ago • 90 days ago • Custom date |
| Last modified date | The last date on which an item has been modified. | • Is • More recent than • Older than | • 24 hours ago • 7 days ago • 30 days ago • 90 days ago • Custom date |
| Last close date | The last date on which an item's lifecycle state has been changed to 'closed'. | • Is • More recent than • Older than | • 24 hours ago • 7 days ago • 30 days ago • 90 days ago • Custom date |
| Planned start date | The planned start date of an item. | • Is • More recent than • Older than | • 24 hours ago • 7 days ago • 30 days ago • 90 days ago • 24 hours from now • 7 days from now • 30 days from now • 90 days from now • Custom date |
| Planned finish date | The planned date of completion of an item. | • Is • More recent than • Older than | • 24 hours ago • 7 days ago • 30 days ago • 90 days ago • 24 hours from now • 7 days from now • 30 days from now • 90 days from now • Custom date |
Opções de filtragem para projetos
Consulte a tabela abaixo para ver as opções possíveis de filtro para projetos. Note que algumas destas propriedades têm seleções personalizáveis.
Por favor, certifique-se de guardar a sua vista personalizada para que possa aceder a ela mais tarde ou partilhá-la com outros utilizadores.
| Property | Property Definition | Filter Options | Your Selection |
|---|---|---|---|
| Name | The given name of a project. | • Contains • Doesn’t contain | [enter text] |
| Author | The user or customer who created the project. | • Is • Is not | Search for a project author from your user base. |
| Description | The description of the project. | • Contains • Doesn’t contain | [enter text] |
| Project Type | The type of project from the types that are enabled. | • Is | [customizable options] e.g.: • Release • Iteration • Sprint |
| Portfolio | Portfolio the project is in. | • Is | [choose from portfolios] |
| Lifecycle status | The customizable status of a particular project type’s lifecycle. | • Is • Is not | [customizable options] e.g.: • Completed • In progress • Backlog • In planning • Unscheduled |
| Lifecycle state | One of three set states of a project's lifecycle. | • Is • Is not | • Not started • In progress • Finished |
| Follower (individual) | The individual user or customer that receives messages regarding the project. | • Is | [select user or customer name] |
| Follower (organization) | The user team or customer organization that receives messages regarding the project. | • Is | [select user team or customer organization] |
| Creation date | The creation date of a project. | • Is • More recent than • Older than | • 24 hours ago • 7 days ago • 30 days ago • 90 days ago • Custom date |
| Due Date | The set due date for a project. | • Is • More recent than • Older than | [choose from calendar] |
| Actual work | The actual work time that has been logged on a project. | • Is • Is more than • Is less than | |
| Has attachment | The file attached to a project. | • Is | • Yes • No |
Opções de filtragem para atividades
Consulte a tabela abaixo para ver as opções possíveis de filtro para Atividades. Note que algumas destas propriedades têm seleções personalizáveis.
Por favor, certifique-se de guardar a sua vista personalizada para que possa aceder a ela mais tarde ou partilhá-la com outros utilizadores.
| Property | Property Definition | Filter Options | Your Selection |
|---|---|---|---|
| Type | The type of information container (e.g. project, user, etc.). | • Is • Is not | • Items • Project • Portfolio • User |
| Activity Type | The type of activity that has been performed within OneDesk. | • Is • Is not | • Updated name • Changed the Description • Changed the priority • Updated agile points • Updated estimation type • Updated type • etc. |
| Follower (individual) | The individual user or customer that receives messages regarding an item. | • Is | [select user or customer name] |
| Creation date | The date when an activity has taken place. | • Is • More recent than • Older than | • 24 hours ago • 7 days ago • 30 days ago • 90 days ago • Custom date |
| Performer | The individual user or customer that who did the activity. | • Is • Is not | [select user or customer name] |
| Performer team | The team or customer org who did the activity. | • Is • Is not | [select team or customer org name] |
| Read | The activity's view status. | • Is • Is not | • Yes • No |
Opções de filtragem para folhas de tempo
Consulte a tabela abaixo para ver as opções possíveis de filtro para as folhas de tempo.
Por favor, certifique-se de guardar a sua vista personalizada para que possa aceder a ela mais tarde ou partilhá-la com outros utilizadores.
| Property | Property Definition | Filter Options | Your Selection |
|---|---|---|---|
| Name | The name of the item the timesheet is attributed to. | • Contains • Doesn't contain | [Enter text] |
| Approval Status | The status of approval on a submitted timesheet. | • Is • Is not | • Approved • Not Approved |
| Project | The internal projects you created/named. | • Is • Is not | [select a project] |
| Item ID | The ID number given to an item in OneDesk. | • Is • Is more than • Is less than | [insert a number] |
| Billing Type | The billing property of the timesheet. | • Is • Is not | • Billable • Non-Billable |
| Requester (Individual) | The individual that requested an item. | • Is | [select user or customer name] |
| Requester email | The email of the individual that requested an item. | • Contains | [Enter text] |
| Requester (Organization) | The user team or customer organization that requested an item. | • Is | [select user team or customer organization] |
| Assignee | A user in OneDesk assigned to work on an item. | • Is • Is not | [select assignee] |
| Creation Date | The creation date of a timesheet. | • Is • More recent than • Older than | • 24 hours ago • 7 days ago • 30 days ago • 90 days ago • Custom date |
| Start Date | The date on which a timesheet's logged work was started. | • Is • More recent than • Older than | • 24 hours ago • 7 days ago • 30 days ago • 90 days ago • Custom date |
| Finish Date | The date on which a timesheet's logged work had ended. | • Is • More recent than • Older than | • 24 hours ago • 7 days ago • 30 days ago • 90 days ago • Custom date |
| Item type | The item type the timesheet is logged to. | • Is • Is not | [select item type] |
| Item status | The status of the item the timesheet is logged to. | • Is • Is not | [select item status] |
Opções de filtragem para clientes e utilizadores
Consulte a tabela abaixo para ver as opções de filtro possíveis para Utilizadores e Clientes. Note que algumas destas propriedades têm seleções personalizáveis.
Por favor, certifique-se de guardar a sua vista personalizada para que possa aceder a ela mais tarde ou partilhá-la com outros utilizadores.
| Property | Property Definition | Filter Options | Your Selection |
|---|---|---|---|
| Customer | A customer that has been saved or added in OneDesk. | • Is | [select customer] |
| The email address attached to a registered user or a customer. | • Contains | [enter text] | |
| Priority | The priority assigned to a customer. | • Is • Is more than • Is less than | • 0 stars • 1 star • 2 stars • 3 stars • 4 stars • 5 stars |
| Customer Organization | The customer's organization name. | • Is | [select organization] |
| Customer Type | The customer type assigned to a customer. | • Is | [customizable options] e.g.: • New customer • Interested customer • Purchased customer |
| Registration Status | The registration status of a OneDesk user or customer. | • Is | [select user or customer name] |
| Creation Date | The date in which a user or customer was created in OneDesk. | • Is • More recent than • Older than | • 24 hours ago • 7 days ago • 30 days ago • 90 days ago • Custom date |
| User | A registered user in OneDesk. | • Is | [select user] |
| Team | A team of registered users in OneDesk. | • Is | [select team] |
| User Type | The user type assigned to a registered OneDesk user. | • Is | [customizable options] e.g.: • Full-time • Part-time • Contractor |
| Timer Running | A user's timer is running. | • Is • Is not | • Yes • No |