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:

You must have the Remote Administration privilege to automatically add shared views to users' navigation menus. Other administrators who co-own shared views can also perform this task.
Users cannot remove menu items that are automatically added for them. To remove a menu item for a user, you must remove them from the view sharing list.
Shared views are added to the menu for the application context where the view was created. If the view was created in the Home context, the view is added to the Home navigation menu. If the view was created for a specific application or application group, the view is pinned for that context. Users must pin the application or application group to their Work Center toolbar to see the view.

To automatically add shared views to menus:

In Work Center, create a dashboard or activity, backlog, or calendar view.
Select the Sharing tab.
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.
Select the Automatically pin view to menu check box.
Save your changes.