In any organization, quick access to relevant data is key to making informed decisions and staying productive. With Hornbill's Views feature, you can tailor how information is displayed within your request list, providing multiple perspectives to suit your needs. Let's delve into how you can leverage Views to streamline your workflow and enhance productivity.
Understanding Views in Hornbill
Views offer a versatile way of defining and storing different perspectives of the requests accessible to you. Whether you need to highlight high-priority requests, track specific criteria, or visualize data dynamically, Views empower you to customize your request list effortlessly.
Creating and Customizing Views
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Accessing Views: Navigate to the toolbar under the "Views" menu on the Request List page to access Views.
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Creating a New View: Use the "Add new" button to create a new view. Specify conditions using the criteria builder, such as Priority and Status, to filter relevant requests.
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Customizing Views: After saving the new view, customize the table columns and create dynamic charts to visualize data effectively.
Sharing and Managing Views
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Sharing Views: Share views with team members or individuals to disseminate specific configurations. You can share views with a team, an individual user, or all teams supporting a particular service.
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Accessing Shared Views: Access views shared with you from the Views menu. Utilize these views effortlessly within your request list, applying the same criteria as the creator.
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Managing Views: Depending on your role, you may have the option to manage views. Delete views, take ownership, or change owners as needed to maintain organizational efficiency.
By harnessing the flexibility of Views, you can share insights and make informed decisions with ease. Whether you're a line manager establishing standard views for your team or an individual seeking specific data, Views empower you to maximize efficiency and productivity within your organization.
Ready to harness the full potential of Views in Hornbill? Watch our video tutorial to learn more about creating, customizing, and sharing Views, and unlock new possibilities for productivity and efficiency within your organization.
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