What's a view?

Within a workspace, you can set up view(s) to display information in a particular way via the use of filters, layouts, group by, and color by. There can be many views of a workspace, and there can even be sub-views (or “children-views”) to a view.

Important to know:

• A view cannot share multiple workspaces. This is because no information can be shared between one workspace to another.
• If a child-view is created, it adopts the filter settings of its parent-view.
• A child-view can have more extensive filtering settings added, but none of the settings shared with its parent-view can be removed.
• A common misconception is that a view is a “section,” a way to file or categorize a group of children-views. It is not. Moreover, a layout is not a view (nor vice versa).

How to create a view?

Creating a new view is very simple.

• + button:

By clicking on the plus (+) button next to the Workspace’s name. You will have to filter the information and select the layout you want to have on that view.

If you have any questions, you can always contact our support team: support@collato.com.