Adding Views to User Menus

Administrators can create views, share them with users, and automatically add shared views to the navigation menu of users you share the view with.

Consider the following information when sharing and pinning views:

To automatically add shared views to menus:

  1. In Work Center, create a dashboard or activity, backlog, or calendar view.
  2. Select the Sharing tab.
  3. Add users, groups, or resource teams to the Selected list.
    Tip: For best results, select groups or resource teams when you share views. This ensures that menu changes apply to users as you add or remove them from groups and teams.
  4. Select the Automatically pin view to menu check box.
  5. Save your changes.