

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).

