Project and Teams default selectors
Every view may show data from some set of Project or Teams. The currently-displayed Projects and Teams are shown at the top of the view by default in the Projects, Teams selectors:
Whenever you create a view, make sure you set an appropriate Projects and Teams selection in setup so that other users see consistent data (if the view isn’t private):
List of Projects or Teams in view header generates based on what was selected in setup:
To see a list of possible and currently-selected Projects, simply click on the selector:
When view is based on 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:
- 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 project and team selectors from custom quick filters.
If a view’s creator has not set a default Projects-Teams selection, then the view will have filters with Any Projects, Any Teams selection.
When you are in view setup mode, you will see the data from projects/team selected in setup. Your personal Projects-Teams selection and filters are not applied in setup mode:
When there's no need in switching between Projects, Teams for users of the View then view owner can hide these selectors from the top header. Filters will remain in views setup.
Sometimes, you may need to open a view and have it display data from the Projects and Teams that you currently have selected. And you don’t want to select 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 projects and teams in the selector to see needed data.
To make such scenarios work, you can do the following:
- Select the 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 Projects and Teams.
You can repeat these steps any time you need and navigate through the views with once selected 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.
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