How to create a NeCreate a New Vieww View?

Purpose

This guide outlines how to create a new view in your environment. 

Instructions

1. Views can be created in your environment by clicking the + icon to the left of the My Views section in the system navigation panel.

2. A blank view will appear. Choose the starting data from the dropdown menu. Data can be related to Activities, Tasks, Processes or Records.

3. Upon selection of the starting data, the view will be created and filled with the chosen data listed in the first column. 

Note: Starting Data can be changed at any time by clicking on the Starting Data button and making a new selection from the dropdown menu.

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