Creating, Editing, and Deleting Views

Creating views

To create a view, open the All tab and click the Create view button () in the bottom right corner of the listing area.

See these examples for step-by-step instructions:

You can also use search filters to create a view.

Creating views inside views

You can also create a view inside another view. This lets you further specify the information shown in the view. For example, in a view that contains all your projects, you can create subviews for ongoing and past projects.

To create a view inside another view:

Open a view.
Select an empty spot on the listing area with the secondary mouse button.
Select Create view.

Editing views and view columns

To edit an existing view, open it and select Edit view on the top right corner.

To add a column, select the column title area with the secondary mouse button and select a column in the Insert column list. To remove a column, select the column title with the secondary mouse button and select Remove this column.

Deleting views

To delete a view:

Open the All tab.
Select the view with the secondary mouse button.
Select Delete.

If you are in the view, select the Show view options () in the top right corner and select Delete view.

To delete common views, you must be a system admin or have one of these administrative rights in the vault: Full control of vault or Manage common views and notification rules.