This article is for BrightWork 365 Release February 2023 (v1.6) and newer.
- Within a view in the section of interest (e.g., Requests, Projects, Portfolios), click Edit columns.
- Edit the columns:
- Reorder or remove columns using the ellipses that appears when you hover over an existing column name and click Apply.
Or, - To add new columns to the view: Click Add columns, select the column to add, click Close, reorder the column as necessary, and click Apply.
- Reorder or remove columns using the ellipses that appears when you hover over an existing column name and click Apply.
- If the view is only meant to be temporary, the process is complete. If you would like to permanently save the view as a personal view:
- In the view selector drop-down click Save as new view.
- Fill in the fields and click Save to save the view as a personal view.
- To share a personal view:
- In the view drop-down click Manage and share views.
- Click on the ellipses next to the view you want to share and click Share.
- Search for and select the user or team you would like to share the personal view with.
- Assign permissions and click Share.
- In the view drop-down click Manage and share views.
- In the view selector drop-down click Save as new view.
