Creating Work Views

The Create new view wizard enables you to create work views.

The wizard enables you to:

  • (Required) Enter the details for your work view, for example, the work view name and, optionally, its description.
  • (Optional) Select the organizational entity whose work items you want to view.
  • (Optional) Configure any filter criteria, depending on your requirements.
  • (Optional) Configure any sort criteria, depending on you requirements.
  • (Optional) Select the work item columns you want to display. See Work Item Columns for more information.
  • (Optional) Configure the Recipients of the work view.
  • (Optional) Configure the Authors of the work view.

Note that:

  • At any time while using the wizard, you can click on an item in the list on the right of the pane to go back and review/edit any of the information you have entered. Alternatively, you can use Previous and Next to scroll through the wizard. Some pages of the wizard have validation rules that must be satisfied before a different page can be selected. If a validation rule fails, a message displays showing the cause of the failure.
  • Once you have clicked Finish, the work view is created. If you want to amend any of this information at that point you must select The edit icon is a dialog with a pencil across it to edit the work view.
  • To exit the work view without saving any changes, click The icon is a black cross in a white box
  • Once you have entered the work view details, you can click Finish at any time to complete the wizard, for example, if you wish to specify sort/filter criteria but you want to display the default work item columns.

Procedure

  • Click the Create new view icon (The icon is a dialog with a white cross in a green circle on top of it.)

    The Create new view wizard displays.

  1. Enter Work View Details
    The Details screen in the Create new view wizard allows you to enter the details for your work view, the work view name and, optionally, its description.
  2. Configure the Organizational Recipient
    The Target screen allows you to configure the organizational recipient whose work items you want to view, for example, if you want to see all the work items for a particular organizational unit or location.
  3. Configure the Work View Filter
    The Filter screen in the Create new view wizard allows you to optionally specify filter criteria for the work view.
  4. Configure Sorting Order for the Work View
    The Sort dialog in the Create new view wizard allows you to optionally specify sort criteria for the work view.
  5. Specify the Work Item Columns
    The Columns dialog in the Create new view wizard allows you to specify which work item columns to display.
  6. Specify the Recipients
    The Recipients dialog in the Create new view wizard allows you to optionally specify the organizational entities who should be recipients of the work view.
  7. Specify the Authors
    The Authors dialog in the Create new view wizard allows you to specify the organizational entities who should be authors of the work view.