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Custom Views on the Dashboard

Learn how to set up and tweak custom Views on your dashboard

Tanya from UXPressia avatar
Written by Tanya from UXPressia
Updated over 4 months ago

You can tweak the documents table according to your needs:

  • By grouping your documents. For example, grouping by status can help you focus on the documents that require action.

filtering documents on the dashboard
  • By filtering documents. For example, you can hide the documents owned by other team members (i.e., filter them by the owner). This can be useful to make your dashboard less crowded.

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  • By sorting documents. For example, you can sort them by the last updated date and see the ones that have not been updated for a long time.

sorting documents on the dashboard
  • Configuring the columns’ visibility and their order.

When you’re done, you can save the table configuration as a custom View to make it available to your teammates inside the workspace.

custom dash views.gif

For example, you can set up separate dashboard Views for each team member:

create a dashboard view

…or display documents created within a certain period of time (e.g., documents created within the past month).

create a dashboard view based on dates
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