Saved view tabs to be supported in Project templates

Happy New Year everyone! We were so close to shipping this to 100% but encountered an unexpected edge case bug in the ramp up that led the team that owns this feature to roll it back. They are still actively working on a fix, so while I can’t give you a precise date, I’m watching daily updates on their progress. Thank you all for your continued patience, we’re SO CLOSE!

11 Likes

I’m really excited for this one…

@Garrett_Knoll, this is so strange as this feature worked for me when I was building out a template for a client yesterday! It got me so excited.. for a while… but then today it no longer works! :sob:

1 Like

Hi everyone, I’m excited to announce this feature is now available! Please find more details and let us know if you have any questions in the announcement below:

Thanks @Richard_Sather who initially requested this update in the Forum! :tada:


@Zhamatix can you try again today? Our team confirmed the likely cause of the bug was fixed and we have shipped the update. If the issue persists, please let us know!

7 Likes

Finally!! :flexed_biceps:

Next.. let’s have this please:

:slight_smile:

5 Likes

Oh boy, it’s going to be really hard to focus on the tasks I have planned for tomorrow and not dive straight into this one…

2 Likes

I couldn’t resist and got started… :face_with_peeking_eye:

@Garrett_Knoll First off, great step in the right direction! Would have preferred if the grouping/sorting/filtering were visible instantly, but this is workable.

I did notice a couple of things:

  • I can add multiple dashboard tabs, but can’t populate them. The prospect of configuring the dashboard tab(s) in the template was one of the main reasons I was excited about this update. (EDIT ➡️Dashboard for existing Project Templates (v2))
  • Unsure if related to this relase, but “hide column” doesn’t work from the list view, only from the options menu. (EDIT: ✅ Seems fixed!)
  • Removing the “group by section” doesn’t trigger the “Your settings will apply to new projects you create” info-banner, as it seems it should. (EDIT ➡️ Remove group by section in template shoud trigger info banner) I’m guessing this is a result of the message being connected with whether the Group button lights up blue or not, and not directly with whether it differs from the default. (Should it not be blue when grouped by Section, eventhough this is the default? I always thought it odd that Grouping by section doesn’t look like if a grouping is applied until you click on Group.) (EDIT ➡️Have group a project by sections make the grouping blue)
  • List view was LIST in all caps, and was the first tab, and the overview the second tab. (EDIT: haven't seen it again)
5 Likes

PS: Column width is also not possible to adjust. (EDIT ➡️ Allow adjusting column width in project templates)

3 Likes

@Jan-Rienk or @Richard_Sather can one of you create a new thread for saved views in project template follow ups? While I’m excited we were able to deliver this first milestone, I know there are gaps I’d love to be able to start building evidence for!

1 Like

Sure, will do.

@Richard_Sather let’s just make threads for our own suggestions.

Thread per suggestion seems best, will link back here.

2 Likes

@Garrett_Knoll I found an existing thread for the dashboards, and created new threads for the other suggestions. Added everything in my original posts to keep the thread concise.

Links? Links? :sweat_smile:

@Richard_Sather

Oh all your links are in this earlier post? Sorry, that wasn’t clear. :sweat_smile:

1 Like