Portfolio (Project) and Teams default selectors
Every view may show data from some set of Portfolio (Project) or Teams. The currently-displayed Portfolios (Projects) and Teams are shown at the top of the view by default in the Portfolios (Projects), Teams selectors:
Whenever you create a view, make sure you set an appropriate Portfolios (Projects) and Teams selection in setup so that other users see consistent data (if the view isn’t private):
List of Portfolios (Projects) or Teams in view header generates based on what was selected in setup. View creator can also set default values for Portfolios or Teams filters which means that they'll be preset as default for this View until users update the selection for themselves:
To see a list of possible and currently-selected Portfolios (Projects), simply click on the selector:
When view is based on Portfolios (Projects)/Teams then it's important to limit number of selected items, because these filters influence not only cards or lanes filtered on the View, they also influence:
- Portfolios (Projects) and Teams selectors located in Quick Add forms
- Terms that will display in the view
- other process-based staff
And these are the main difference of portfolio (project) and team selectors from custom quick filters.
If a view’s creator has not set specific Portfolios (Projects)-Teams selection, then the view will have filters with Any Portfolios (Projects), Any Teams selection.
When you are in view setup mode, you will see the data from portfolios (projects) and teams marked as default in setup. Your personal Portfolios (Projects)-Teams selection and filters are not applied in setup mode:
When there's no need in switching between Portfolios (Projects), Teams for users of the View then view owner can hide these selectors from the top header. Filters will remain in views setup, values selected as default will be applied for the view:
Sometimes, you may need to open a view and have it display data from the Portfolios (Projects) and Teams that you currently have selected. And you don’t want to select portfolios (projects) and teams once again. Or even more, you want to open few views with already selected projects and teams. It could be tricky to open every interested view and set the same set of portfolios (projects) and teams in the selector to see needed data.
To make such scenarios work, you can do the following:
- Select the Portfolios (Projects) and Teams you wish to see using the selector at the top of the view. The new selection is applied and you can explore the view’s data.
- To open another view using the selection you just applied, you can hold the ‘Alt’ key and click on the new view in the left menu. Voila, the view is opened with the previously selected Portfolios (Projects) and Teams.
You can repeat these steps any time you need and navigate through the views with once selected Portfolios (Projects) and Teams with no need to set them up on every view.
Advanced use cases
In some sophisticated cases, the capabilities of the selector do not fit your needs. Should this happen, you're welcome to try using one of the Advanced Filters by assigned Project and Team.