Add new prioritization view

In the Priorities module, you can add and save prioritization views to tailor the display. Customize filters, columns, sorting, and the priority matrix to adjust your view. You can also set the default view for first-time users. Saved views are stored per box.

The View button is available in both the List and Matrix views.

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Available settings

When adding a new view, you can define the following settings:

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The table describes how you can customize a new prioritization view.

Available settings	Description

Available settings	Description
View name	Add your new view name.
Filters	Switch between basic, advanced, and saved filters.
Columns	Define what fields will be added to the column view.
Sorting	Set sorting (ascending, descending) for one of the metrics.
Priority matrix	Customize priority matrix settings.
Default view	Enable this view to display by default for first-time users. New users visiting the Priorities module from a selected box will automatically land on this view. Once a default view is added, a small icon is visible before its name. Only one default view per template is allowed. Adding another view with the Default view enabled overwrites the previous default view. Open

Add new prioritization view

To add a new prioritization view:

1. Click View in the top-left corner.

2. Select Create view.

3. Complete View name.

4. Customize Filters, Columns, Sorting, and Priority matrix settings to match your needs.

5. Enable the Default view to display this view by default for first-time users.

6. When ready, click Save.

You can now select this view from the View dropdown menu.

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Switch between prioritization views

To switch between prioritization views:

1. Click View in the top-left corner.

2. Select the view you want to display.

3. To return to the main view, click Unselect current view.

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Copy link to saved prioritization view

You can copy a link to a saved prioritization template.

1. Click View in the top-left corner.

2. Hover over the prioritization view you want to copy.

3. Click the Link icon to copy a link.

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Edit or delete a prioritization view

To edit or delete a prioritization view:

1. Click View in the top-left corner.

2. Hover over the prioritization view to edit or delete.

3. Click the Edit icon.

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4. To edit a prioritization view:

   1. Edit the existing settings.

   2. Click Save.

5. To delete a prioritization view:

   1. Click Delete view.

   2. Click Yes, delete to confirm.

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