Create New View

To create a view, first select the fields you would like included in your view from the fields menu item  .  If in Table View, then you may drag and drop the columns in the order you require.  Once you have the selected fields and they are in the desired order, click the Save As... option from the view menu, then in the Save View window, enter a name for the view and if it is to be shared with other team members, click the Share View option. 


Create View


Save View

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request