I want to be able to set a default View/Filter/Grouping from Layout Template | Community
Skip to main content
New Participant
February 17, 2017
Delivered

I want to be able to set a default View/Filter/Grouping from Layout Template

  • February 17, 2017
  • 13 replies
  • 2042 views

This will allow to better setup user interface through the Layout Template and will ensure that the users have all they need to start working right away.

Currently I'm forced to Log In As each user and set the view/filter/grouping for them which is a lot of manual work.

13 replies

New Participant
June 19, 2023

Any updates on this functionality? We really need this. 

Employee
February 11, 2021

Hello! Just wanted to drop a quick note letting you know that this is still on track. We plan to start enabling this feature on the Preview environment in the next month or so.


At the same time reading through comments, I have an impression that there may be some confusion around what this feature is intended to solve, so I wanted to provide some overview and clarity.


This capability will enable administrators to customize the default filters, views, and groupings for their end-users via Layout Templates. That is aimed to dramatically improve the out-of-box user experience. Previously, the common pattern example has been for administrators to log in as users and manually switch their filters from "All" to something more relevant.


From reading the comments, my impression is that some people expect to have filters, views, and groupings on a per-object basis. That is indeed a great but different idea, which you can upvote and follow here.


I hope this helps and please continue sharing your use cases in the thread below.


Stay tuned for more updates!

Employee
February 11, 2021

Hello! Just wanted to drop a quick note letting you know that this is still on track. We plan to start enabling this feature on the Preview environment in the next month or so.


At the same time reading through comments, I have an impression that there may be some confusion around what this feature is intended to solve, so I wanted to provide some overview and clarity.


This capability will enable administrators to customize the default filters, views, and groupings for their end-users via Layout Templates. That is aimed to dramatically improve the out-of-box user experience. Previously, the common pattern example has been for administrators to log in as users and manually switch their filters from "All" to something more relevant.


From reading the comments, my impression is that some people expect to have filters, views, and groupings on a per-object basis. That is indeed a great but different idea, which you can upvote and follow here.


I hope this helps and please continue sharing your use cases in the thread below.


Stay tuned for more updates!

New Participant
December 8, 2020

Great! Custom views by portfolio will help us a ton!

jerflo
Employee
December 8, 2020

Hi, this idea is currently prioritized for our workload for 21.2.

New Participant
July 20, 2020

The state of Ohio would find a lot of value in this as well. Personally as a PMO manager, I use many different views while managing the portfolio. I would like to be able to set default views, filters and groups at the project level. Right now every time I open a project, it goes to my most recent view, filter and group. I spend a lot of time changing these for the different projects that we use to manage with.

New Participant
January 28, 2020

Would like to see a default view for home page that is other than worklist or calendar. This isn't useful for managerial roles.

New Participant
April 20, 2019

Chiming in to say that we'd also love to be able to set default filters/views at the project level. A related piece of functionality would be to restrict which filters/views are available to specific projects (or projects attached to specific groups).

New Participant
April 10, 2019

Hi everyone!

Thanks for sharing and upvoting the idea!

Happy to announce that the functionality is on our roadmap for the coming 12 months!

Stay tuned for the updates!

Heather_Kulbacki
New Participant
July 13, 2018

I'd love to be able to set the default view on the project or template level. We have one particular project type that needs a specific view on the Issues tab.