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Video Tutorial: Using Saved Views

What Is This Feature?

Saved views are your personalized views for content, initiatives, tasks, and the calendar that allow you to quickly and easily navigate to the most relevant, helpful information about your to-do list.

Set up saved views in your catalogs and skip having to search for or apply filters and columns each time you visit a catalog.

How It Helps

Saved Views allows you to quickly and easily navigate the content, initiatives, and calendar options that exist in Kapost to find just what you care about without having to search or filter each time you navigate to those pages.

Share your views with team members and managers using manage access functionality so that these key stakeholders can see what you do.

How It Works

In this short tutorial, Eric Carlson, director of product at Kapost, walks you through how to set up saved views:

 

Best Practices

  • Favoriting and color coding is a powerful way to organize your saved views to group similar ones together.
  • Keeping task names consistent: Keeping your task names consistent will enable you to easily create calendar views that represent that step in the workflow. 

 

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