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OneDesk’s versatile filter options allow you to customize how your work is displayed. Create and share these views to make sure you see your tickets, tasks, projects and other data in the most useful ways for the work you are doing.
You can find views on the left side panel in all main OneDesk apps. You can select how you want your information presented. For example, in the Tasks app, pick from a hierarchical view, flat view, Gantt view, a Kanban board view, and a calendar view.
Let’s walk through how to create a custom view.
Click to create a new view.
Next, we select the system layout view we want, then add filters as well as groups for our data.
Lets say, I would like to create a view of open Tasks grouped by the agent they are assigned to.
Select Tree view
Add Filters: state is not started or in progress
Group by assignee
Save
Administrators are able to share their custom views. However, non-admin users can still create unique views for themselves. So, as an admin level user I can optionally Share my view, let’s share it with my development team.
Here is our new view
Lets try another example. Now, I want to create a Kanban board to re-prioritize my tasks
Select Card view
Add Group by priority
Save
Optionally share
Now I can, drag and drop to easily re-prioritize my tasks
You can also modify your view by adding/ removing columns, or by sorting, you can save those changes to the view.
You can always come back to the view anytime you open the app. If you change the project-level selection, the view updates to only show those things at your selected scope. You can also easily edit the view by click the pencil icon.