How to create custom views?

Creating Custom Views

To create custom views in Beeye, follow these steps to optimize your user experience and focus on the essential data for your work:

1. Creating a New View
   • Access the left menu and select Create a view. A new view will be added to the list, ready for customization.
2. Selecting Columns
   • Customize the display by choosing only the necessary columns. This makes the information more relevant and facilitates decision-making.
   • Modify the columns from the right panel by adding, removing, or rearranging according to your needs.
3. Filtering Data
   • Use filters to refine the display according to specific criteria (e.g., closed projects, employees by position). Filters improve the relevance of the information displayed.
   • Add or modify filters via the right panel to refine your view.
4. Grouping Information
   • Organize the data by grouping it by category, responsible, position, etc. This adds a clear structure to the displayed information.
5. Sorting Data
   • Sort the information according to sorting criteria to highlight important elements (e.g., employees by availability).

Additional Display Options: Note that some pages, like the schedule, offer additional display options, like the contents of the cards, which are also saved in your custom views.

By following these steps, you can efficiently create and manage custom views in Beeye, making your daily work smoother and tailored to your specific needs.

To illustrate the effective use of custom views in Beeye, let's take the example of creating a view for My Overdue Tasks. This practical case guides you step by step to filter and organize your tasks not completed to date.

Practical Use Case: Creating a View for "My Overdue Tasks"

1. Getting Started
   • Open the Tasks menu in Beeye.
   • Select Create a view located at the top left of your screen to initiate a new custom view.
2. Filtering Data
   • Click Filter to access the filtering options.
   • Add two filters:
     • Responsible: Choose your name from the list of employees to focus only on tasks assigned to you.
     • Due date: Select Before Today to filter tasks due up to today, then validate by clicking Apply.
3. Grouping by Status
   • Click on Group and choose Status to organize your tasks by their current status, making it easier to identify pending or not started tasks.
4. Saving the View
   • To keep this configuration, click Save at the top right. Your custom view is now created.
5. Renaming the View
   • To rename your view, go to "Manage views" located at the bottom left of the interface.
   • Select your new view to display the options, then choose "Rename".
   • Enter "My Overdue Tasks" as the new name for this view.
   • Confirm by clicking "Save".

This custom view "My Overdue Tasks" will allow you to have a quick and organized overview of tasks requiring your immediate attention, thereby improving your time management and productivity."