Find the view you need

The DATA tab of a project lists its data views. A busy project soon has a dozen or more, so the list has three ways to get to the right one quickly:

  • Search — type part of the name and press Enter (or select the magnifier). survey finds Roof survey results and Survey to commissioning; × clears the search.

  • Filters ▾ — narrows the list by Data View Type (only the Case views, only the Task views) or by Sync Frequency (every view that is synced daily). Select APPLY.

  • Sort by reading the columns — Type, Sync Frequency and Last Synced Date tell you at a glance which views are synced and how fresh they are; Created By tells you whom to ask about a view.

Select a view's name to open it. As a manager you see every view in the project; colleagues who are not managers see only the views shared with them (Share a data view).