Task Tracker Shared Views

Overview

After creating a view in the Task Tracker, you can set it as a Shared View so it can be shared and accessed by other account members. Using the same view keeps your team members on the same track as they’re viewing and managing tasks in different projects.

Shared Views also keep things standardized whenever you need to edit an existing view. For example, when one team member makes an edit to a Shared View, that edit will appear for all other team members automatically. This removes the need for every member to edit the view in their Task Tracker whenever a change is required.

You can specify which account members can view or edit Shared Views by selecting specific permissions in the Shared Views in Task Tracker access group set.

Note: By default, all Account Administrators have the ability to view and edit any Shared Views in your account.

Certain columns in a Shared View may not be visible to all team members based on their project permissions. When this occurs, team members are informed of their limited access the first time they open the view.

If needed, an Account Administrator can remove a Shared View from the account. Doing this turns the view back into a personal Saved View and makes it accessible to only the Account Administrator who removed it as a Shared View.

How to Create a Shared View

Note: Before creating a Shared View, you first need to create a Saved View.

1. In the left navigation, click Projects.
2. In the Project List on the Projects page, select your project.
3. In the project workspace, click the Task Tracker tab.
4. In the Task Tracker, click the Views drop-down.
   
5. In the Your Views section, click the More (“ ”) icon in-line with the view you want to share.
   
6. Select Set as Shared View. In the confirmation modal that appears, click OK. The view is shared and is now accessible to account members with Shared Views in Task Tracker access group set permissions.

How to Remove a Shared View

1. In the left navigation, click Projects.
2. In the Project List on the Projects page, select your project.
3. In the project workspace, click the Task Tracker tab.
4. In the Task Tracker, click the Views drop-down
   
5. In the Shared Views section, click the More (“ ”) icon in-line with the view you want to remove and then select Remove Shared View.
   
   
6. Click OK in the confirmation modal that appears. The view is removed as a Shared View and is moved to Your Views in the Views drop-down.
   

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