We have user views set up for our sales team, but want to add views for on onboarding and support teams. When a record is opened on a board, these three teams need to see very different information. Is there a way to change this view for just the user view you are in, instead of for the whole board?
There are no preset filters ‘inside’ the item. You’d just need to have different tabs along the top for each department to access. I’d recommend the users then setting whichever tab they need as a ‘favorite’
Desiree - www.thecleverclovers.com
I think you are misunderstanding my question. We already use the different view. But when I open an individual record itself, I also want that to be different based on the view. Right now you can only change the view of the board itself, not the record.