Goal
To customise the Requirements Hub to suit your specific needs, enabling a more personalised and efficient experience.
⭐️ This same principle applies across all parts of the system!
Why
Tailor the interface to meet your specific needs, enhancing your overall experience. By customising how you view and interact with requirements, you can streamline your workflow, prioritise the information most relevant to you, and improve efficiency in managing tasks.
Customise it to the way you want to work.
Below is a super-quick overview to see how you and your team can take advantage of the Saved Views.
Customise your Pinned Views ✍️:
Choose what views appear at the top of the page and in what order. Open the saved views page, pin/unpin views and order how you want.
👉 the first pinned view is the default when you go to the requirements section
Save a custom view 🛟:
A view is a combination of filters and your display preference (table/board and columns).
Save a view that you regularly want to access, you can then get to it again quickly from the 'all saved views' menu (or pin it for easy access). You can also decide to share it with your colleagues.
👉 Example: create a 'Hot List' view, perhaps this is all requirements over x size, in a given location.
Save a new view:
Access saved views 👈:
Example views you could create 💬:
Here are some good examples of views that you could create...
New Enquiries
Filter: Requirement date within last 14 days
View: Table
Pinned: Yes I always want to see this
Watch List
Filter: Status is Viewing or Negotiating
View: Table
Pinned: Yes I always want to see this
Website Enquiries
Filter: Source "Our Website"
View: Board
Pinned: No, I just want to export this once a month to get a sense of the quality and conversion rate of website enquiries
M4 Corridor Enquiries
Filter: Location "M4 Corridor"
View: Table
Pinned: No, I want to export this each quarter for our board meeting
You’ve now mastered the steps to add, edit, and remove saved views effortlessly!