In the Project list screen, it is possible to save the combinations of “search criteria + display items” as “views”. Views are saved for each “Project template”, but can be created without selecting a “Project template”.
Create a new view
Click [Display View] > [Create a new view] to create a new view.
［Create a New View]
While creating a new view, you can change the “Search Criteria” and “Display Items” and press [Save view] to save the new view.
When saving a view, you can set the “View name” and “Visible to”.
You can select “Only me” or “Anyone who knows the link” as the disclosure range.
If you choose “Anyone who knows the link”, you can share the view with members of your company or other companies by sharing the URL.
Switching between saved views
You can choose the saved view from 【Display View】.
Views are saved for each “Project Template”. After selecting a “Project Template”, select the view you wish to use from the “View” menu.
The View List shows “Views created by me” and “Views shared by other members”.
Edit View
If you change the “Advanced search,” “Display setting,” or “Parent Project Display Setting” while viewing a view, you can overwrite the view and save it.
Only views created by you can be overwritten. Views created by other members cannot be overwritten. If you want to use a view created by another member and change it, click [Save as new] to duplicate it.
Views created by you can be renamed and made public later. You can also delete views that you no longer need.