Views allow you to configure what will be visible to end users when they access the main Teams Manager screen.

You can configure how Teams are presented (list or card view), what Metadata Field information is displayed, and which Teams are actually visible in the final View.

Keep in mind that these customization options do not apply to the Admin Dashboard, which serves its own, separate purpose.

Let's set up a new View to fully understand how you can benefit from implementing them into your day-to-day workflow.

⚙️ Creating Views

The View creation process is split into five steps. Let's explore each of them and see what customization options are available to us.

1. Describe

Navigate to Settings > Views > + Add view to get started.
Add a distinctive Name (this will be visible to employees).
Add a Description.
Select an Icon to easily differentiate this View from others in the list.
Consider enabling the Set as the default view toggle. When enabled, this View will automatically take priority over other Views and will be the first thing employees see on the Teams screen of Teams Manager.
Consider enabling the Card view toggle. When enabled, the View will be presented in Card form; however, keep in mind that the Card view only supports Managed Teams and can display no more than 2 Fields.

In our case, we'll be creating a General Default View that will be automatically displayed to employees, and we'll opt for a List View since it displays the most information.

2. Fields

The Fields menu will allow you to select what information is displayed for each Team in the View. This could include default characteristics, such as the Team Name, Type, Description, etc., or Metadata Fields you've created.

Click on + Add existing field, select the desired Field, and click on Add.
Drag Fields up and down to adjust their order of appearance.
Consider which Teams will be displayed in the View. You'll have the choice between Active, Unmanaged, and Archived Teams; alternatively, you could select all three.

In our case, we added a Template field to the default field selection and adjusted it to be the second data point displayed by the Team. We also opted to only display Active Teams.

3. Filtering

The Filtering step allows you to select Fields that employees will be able to filter the Team selection with. You can also add pre-configured AND/OR filters that will exclude Teams that don't match the indicated Conditions.

Select the desired fields from the Add filter dropdown menu (up to 6 fields).
Click on Add condition.
Choose between the AND/OR functions.
Add the desired Rules.

In our case, we've decided to let users filter Teams based on Person, Number of Tasks, and Project Number fields. We've also added an AND condition that allows you to filter the list to display only Public Teams.

4. Sorting

The Sorting step allows you to select how Teams will be sorted in your View.

Select a Field that the Teams will be sorted by. This could be an inherent Team characteristic like Name, Description, Group Type, or Metadata Fields that you've created.
Select whether Teams will be filtered in Ascending or Descending alphabetical order.

In our case, we decided to sort Teams based on their Name in an Ascending order, which means that they'll be displayed in reverse alphabetical order.

5. Confirmation

The Confirmation step summarizes all of your choices so you can go back and make corrections if you feel like it.

Click on Create to finalize your new View.

👁️ Accessing Views

Views can be accessed both by Admins and regular users in different ways.

Users will be presented with the Default View upon arriving at the Teams screen in Teams Manager. They'll also be able to switch to other Views created by the Admin in the top left corner of the same screen.

Admins can do the same thing, along with viewing and editing their existing Views. They can Create, Edit, and Delete Views by going to the Settings > Views in Teams Manager.

🏅 Final Results

Once your View has been created:

Users will see it automatically if it's set as the Default View.

Users will be able to switch to it through the View selection dropdown if it's not the Default View.

Each Team presented in the View will display the information indicated for each Field you've selected (except for the Card View, which is limited to two fields).