Team views

Views (sometimes called filters) are user-defined settings that allow you to specify exactly which teams you want to view.

At the top of the left panel, you'll find predefined views, and below them, your custom views.

Predefined views

Predefined views refer to the rights of the logged-in user and include the following options:

• My Teams - Includes the teams you are a member of.
• Managed Teams - Includes the teams you are a manager of.
• All Teams - Shows all the teams you have access to. This includes not only teams that you are a member of, but also those that are visible to you because of the team's visibility settings or because of the company's supervisor rights.

User-defined views

User-defined views fall into two main categories:

• My - These views are defined by you and are only visible to you.
• Company - These views are defined by the user or company administrator. They are stored at the company level and, depending on the settings, can be seen by other members of the company. You can save the following types of views at the company level:
  • Internal users only - This view is displayed only to internal users of the company.
  • Internal and external users - This view is displayed to both internal and external users of the company.

New view

To create a new view, press the "New View" button. In the dialog box that appears, edit the view settings with the following options:

• Company - Define the company whose teams you want to display. You can also select "All companies", but this will limit the menu for other settings. Logically, only the standard options that are valid for all companies will be available.
• Name - Enter the name of the team you want to filter.
• Conditions - You can create combinations of multiple conditions that specify specific teams. Both standard data for teams and company- or workspace-specific data (team attributes) are available.
• Additional options - Since teams can be archived and are not displayed by default, you can include them in filtering by checking the "Include archived" option.

Save view

After setting up the view in the dialog box, press the "Apply View" button. The applied view will be displayed at the top of the left panel in a black window.

After checking the data, i.e. the list of teams based on the applied view, you can still edit it or save it for future use. To save a view, press the "Save View " button and select one of the view types in the following dialog box - My, Internal Company Users Only, or Internal and External Company Users (as explained in the "User Defined Views" section above).

Once saved, the view is available in a list of all views by category. Individual views can be marked as favourites (using the star icon), allowing you to edit the list of views you are most interested in. If there is at least one favourite view, the option to display only favourite views is automatically enabled (star icon for that category).