Task Tracker Saved Views

Overview

With Saved Views, you can use different combinations of filters, sorting options, and custom columns to determine how Task Tracker information displays, and then save these configurations for future use. This way, you can switch between different views and get the information you need without having to manually re-apply the same filters and columns every time you visit the Task Tracker.

After saving one or more views, you can access them from the Views drop-down menu.

If you log out of Kantata OX or leave and return to the Task Tracker, the view that is set as your default will automatically load. 

How to Save a 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 on the Task Tracker tab.
4. In the Task Tracker, configure the following according to your view preferences:
   
   • Filters
   • Sorting options
   • Custom columns
5. Click the Views drop-down menu at the top-left of the Task Tracker page and then select Save View As.
   
6. In the Save New View modal, enter a name for the view and click Save. The view appears in the Your Views section of the Views drop-down.
   

How to Rename a 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. Click the Views drop-down menu at the top-left of the Task Tracker page.
5. In the Views drop-down, click the More icon (“   ”) to the right of the view you want to rename and select Rename View.
   
6. In the Rename View modal, enter a new View Name.
   
7. Click Save to rename the view.

How to Delete a 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 on the Task Tracker tab.
4. Click the Views drop-down menu at the top-left of the Task Tracker page.
5. In the Views drop-down, click the More icon (“   ”) to the right of the view you want to delete and select Delete View.
   
6. Click OK to delete the view. 
   

How to Update a 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 on the Task Tracker tab.
4. In the Task Tracker, configure the following according to your view preferences:
   
   • Filters
   • Sorting options
   • Custom columns
5. A dot appears to the right of the saved view name to indicate that unsaved changes have been made. Click the Views drop-down menu and select Save Changes to Current View. The dot disappears and updates to the view are saved.
   

How to Set a View as Default

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. Click the Views drop-down menu at the top-left of the Task Tracker.
5. In the Views drop-down, click the More icon (“   ”) to the right of the view name and select Set as Default. The view will now automatically load whenever you open the Task Tracker.