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How to Share a New 'View' Within Your Company

In a collaborative work environment, ensuring that everyone has access to the right views is crucial for productivity and alignment. If you've created a new view and want to share it with everyone in your company, you need to add it to the blueprint.

Here’s a step-by-step guide to help you accomplish this:

Adding the New View to the Blueprint

  1. Navigate to the Settings Menu

    • Access the settings section of your company’s platform.

  2. Select 'Organizations'

    • Scroll down until you locate the 'Blueprint' section.
      image-Mar-03-2025-01-57-09-8710-PM.png

  3. Edit the Blueprint

    • Click on the 'Edit' button to modify the existing blueprint.

  4. Add the New View

    • Integrate the newly created view into the blueprint according to your company’s structure and requirements.

  5. Save Changes

    • Ensure to save the modifications so that the new view is available to all relevant users.
      image-Mar-03-2025-01-59-20-4043-PM

By following these steps, you can seamlessly share new views within your company, improving visibility and collaboration across teams.