Why should you use the Master View?

  1. Have a condensed view across all of your projects in a list format
  2. Apply several  filters to only view a specific item type
  3. Filter by user to see your teammates work load for that day, or maybe the whole week

How to use the Master View

  • The Master View will be on the left hand side just below your inbox
  • Once you open it, look to the top of the Master View
  • Here you will be able to choose from a handful of item types, several of them due date driven
  • Choose if you want to group by project How to use the master list
  • When you click on the search bar on a Mac, or the funnel icon if you are on Windows  you will see a menu with additional filters you can use. How to use the Master View