Integrated Work View

1. On the Work Queue menu in the navigation bar, select Tasks to open the Integrated Work View page.



2. Select a tab to view the items in that work view.

   

You can change the filters on an existing work view to change the work items that are displayed.

1. On the Work Queue menu in the navigation bar, select Tasks to open the Integrated Work View page.

2. Select a tab.
3. Select Filters to expand the filter view.

   

4. Modify filters as desired.

5. Click Save & Apply.

You can customize which columns appear in your work view to show only the information you need.

1. In the Filters section of the appropriate tab, select Configure Columns.

   

2. Do one of the following in the Configure Columns window:
• To add a column, select a column title from the Available Columns list and select Add to add it to the Selected Columns list.
• To remove a column, select a column title from the Selected Columns list and select Remove.

  

  Note: The Selected Columns list shows the current column order.

3. Select Up or Down to change the order of the columns shown.

   Tip: The top of the list indicates the leftmost column.

4. Select Save.

1. On the Work Queue menu in the navigation bar, select Tasks to open the Integrated Work View page.

2. Select the New View tab.

   

3. Use filters to choose the items you want to be displayed in the work view list.

   Note: If you cannot see the filter options, select to expand the Filter section.

4. Select Configure Columns to choose which columns are shown in the list and in what order they appear.

5. Enter a name for the view.

6. Select Save New View.

Go to the Summarized View tab to create a streamlined version of any one of your work views. The summarized view shows only the columns from the work view that you select, allowing you to view the most important information at a glance.

1. From the Integrated Work View page, select the Summarized View tab.

2. Select Filters.

3. Select the work view you want to summarize from the View Name list.

4. Do one of the following in the Attributes to group by section:
• To add a column to the summary, select a column title from the Available Columns list and select Add to add it to the Selected Columns list.
• To remove a column, select a column title from the Selected Columns list and select Remove.

  

  Note: Default columns are shown with an (*). You can select up to five columns (including the defaults) to be shown in the summarized view.

5. Select Up or Down to change the order of the columns shown in the summarized view.

   Tip: The top of the list indicates the leftmost column.

6. Select Create Summarized View.

   

   The Count column shows the number of work items that fit the criteria you entered when creating your summarized view.