A simpler way to create views
Based on your feedback, we made several changes to how changes to your pipeline views are either auto-saved or require a manual saving confirmation:
The following actions are auto-saved and overwrite the current view settings:
All these actions are commonplace and are expected to be persisted. On the contrary the actions blow are taking the currently loaded data and re-define them i.e. by using filters or switching from a Kanban to a Table view.
These actions are not auto-saved and require a manual confirmation by the user via the “Save” button:
- Calculation (Kanban)
- Card Properties/Fields (Kanban)
- Columns/Fields (Table)
- Sorting (Table)
- Cell Width (Table)
- Layout (Compact/Comfortable) (Table)
- Table/Kanban switch
- Columns (Kanban)
- Quick filters
- Group by (Kanban)
- Custom filters