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Control the appearance of the nested Improvement, Incident, Project, and Task areas

We’ve given you a lot more control over the appearance of the nested Improvement, Incident, Project, and Task areas. They work more like the controls of Cards now. You can decide your personal preferences and, with the right permissions, set the default appearance for anyone else looking.

 

For whom can you configure the appearance of these areas?

There are two views - the public settings and your personal settings.

When a typical user accesses the parent Project, Improvement, or Incident, they will see the default public viewing settings. Any changes they make to these settings will be recorded as their own personal settings. These settings will be retained when the user leaves the parent.

When one of the people running the parent Project, Improvement, or Incident - see below for a more detailed list - accesses it, they will also see the default public viewing settings. However, they have the option to edit:

  • These public settings so that they can control what everyone sees by default, or

  • Their personal settings, which only they will see.

If you’re running the parent, you can decide whether you want to see (and potentially customize) the public or personal settings by clicking 2017-06-28_1549.png near the top right corner of that area. In the resulting dropdown menu, click either “Public” to see the public view or “Personal” to see your personal view.

 

Who can configure the public appearance of these areas?

  • Sponsors
  • Leaders
  • Facilitators
  • People with the Project Administrator permission
  • The Responsible Person
  • Assigner
  • Authors and Reporters
  • Collaborators

 

How can I configure the appearance of these areas?

  • Open the parent item and navigate to the Nested Project, Improvement, or Incident area you want to work with.

  • Click 2017-06-28_1549.png near the top right corner of that area.

If you have permission to edit the public appearance of this area (as described above), you will need to choose whether to work with the public or personal settings. After clicking the cogwheel, click either “Public” to select the public view or “Personal” to select your personal view. Once you’ve chosen your view, click the cogwheel again and hover over the view you selected.


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You will be given three options for how to proceed:

  • “Edit” - Click this option to open the “Filter Results” window. You can use the various filters to determine what types of nested items should be included in this area.

  • “View” - Hover over this option to open a drop-down menu from which you can choose how the list will be presented. Click either “Detail,” “List,” or “Kanban” to present the list of nested items in that arrangement.

    After you’ve chosen “List” or “Kanban,” open this menu again and click “List” again to open the “Edit Card View” window. From here, you can choose which columns should be included on the list itself or on the expanded view of the list.

  • “Refresh” - Click this option to refresh and update the list.

 

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