🔍 Content
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How it works
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Adding a view
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Editing an existing view
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What can be configured?
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Tips & Best Practices
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FAQ
✅ How it works
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Open the Team Administration of the desired team (blue gear next to the team name).
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Go to the Available Views tab.
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Here you will see all currently active tabs of your team board.
📸 Screenshot: “Available Views” tab
➕ Adding a view
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Click the Plus icon (+) in the top right.
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Select a layout from the dropdown:
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Detail view of a list
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Detail view of a KPI
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Overview of multiple KPIs
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Process board
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Enter a name for the tab.
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Click Save and close.
📸 Screenshot: Selecting a new view
📝 Editing an existing view
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Name: Editable directly in the text field.
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Order: Adjustable with blue arrows (↑ ↓).
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Delete: Use the trash can icon.
⚠️ Note: Standard views such as Overview cannot be deleted.
⚙️ What can be configured?
| Element | Description |
|---|---|
| Layout | Type of view (list, KPI, board, etc.) |
| Name | Display name in the team board header |
| Order | Controls the order in the tab header |
| Actions | Delete or sort the view |
🔁 Changes to names or order are applied immediately when saved.
ℹ️ The “Overview” view is always first and cannot be moved or deleted.
ℹ️ “Task Board” and “Deviation Management” are fixed standard views. They can be renamed and moved but not deleted.
✨ Tips & Best Practices
💡 Best Practice: Use self-explanatory names like Delivery Status or Audit KPIs to help your team navigate easily.
⚠️ Warning: Deleting a view only hides the tab—related data remains intact.
Exception: Data from a deleted process board is permanently removed.
🧩 Process board tip: Create new process boards with a clear phase structure and use templates when needed (e.g., Audit or Onboarding).
❓ FAQ
Why can’t I delete the “Deviation Management” tab?
→ The standard views Overview, Task Board, and Deviation Management are fixed in the system and cannot be deleted.
Can I later change the layout type of a view?
→ No, the layout type (e.g., KPI vs. list) cannot be changed after creation. You can delete the view and create it again.
What happens to content when I delete a view?
→ Content such as KPIs or lists remains stored but is no longer displayed.
→ Exception: When deleting a process board, all associated data is permanently deleted.