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Help Topic: What are My / Shared Views?

What are My / Shared Views?

1. My Views

  • My Views are lists that you have filtered and saved for your own personal use

  • You can save your views in any record in Tracker's database to help organize and make your workflow that much more efficient
  • For example, I saved a view under the candidate record called 'My Great Candidates'

2. Shared Views

  • I can also share 'My Great Candidates' with anyone on my team/database
  • Click on Filter, hit Go

  • Select Save

  • Click on the Share With Others to select a team member to share your view with

  • Your team member would then be able to see that view by hovering over the candidate record, and Shared Views