Views

📌 NOTE: Depending on your role and permission level, some of the following features might not be available for your account.

Views allow you to look at the information in your boards and folders in different formats. So, for example, the Table view is a great choice if you need to keep track of numbers and metrics, while the Columns view will come in handy if you require a more visual representation of your work.

Each folder and even each tab can have a different view, meaning that you'll be able to see your items in a way that works best for you.

Every time you create a new folder, you will be asked to pick a view, but if the need arises, you'll be able to change it easily using the view switcher right above your tabs.

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Whether you are used to working in Google Sheets or Excel files or you decide to import a CSV file into one of your folders, the Table View might be the perfect choice for you.

A table presents a great solution if you have items with multiple attributes assigned to them because it offers a more condensed view that's easy to scan quickly. Through a table, you can see all those attributes at a glance.

Each row in a table presents one item. In the Table view, you can click the grey button that says +Add New Item or +Add New Row.

Also, you can add a new item between the existing items by clicking the small plus sign between the two items. 

Depending on your role and permission level, when you click on the name of the column, you have more options to choose what you want to do. It can be duplicating the attribute (column), editing, sorting, pinning the column or hiding the column. It's possible to pin multiple columns in this view.

In case you want to resize columns in your table, hover over the line between two columns until the small arrow symbol appears. Resize the column to your liking. 

Also, you can easily reorder your attributes by dragging and dropping them. Click on the column (attribute) you'd like to move and drag it to a different position.

You can also decide on the table row height for all of your tables. To change the height, click on the 'Customize' option and then select one of the three available options: Small, Medium, or Large.

In the table view, you can use the Summary option. At the bottom of each column in a table, you’ll find a Summary option, which you can use to do some basic functions per column. 

Hover over the space below each column until the Summary option appears, then click on it to choose the action you need to perform.

📌 NOTE: Depending on the type of the attribute (Column), the function might be different. For example, the ones shown above are for a Date attribute, but we can have sum, average, Min, Max, and Range functions for a Number attribute. 

The Columns view (also known as the Kanban board) is one of the most popular views, as it allows you to visualise your workflow with ease and navigate your boards seamlessly. Each ticket in your Columns view represents one item. 

In the Columns view, you will add a new item by clicking the button at the bottom of each column. If you already have some items in place, this plus sign will be underneath all of them in every column.

Whether you're starting from scratch or just choosing the Columns view in a new tab of an existing folder, the first thing you'll need to do is group your items by a Label attribute. 

If you're creating a new folder or a tab in an old board and want to use the Columns view, you'll need to pick one of the existing labels to group your items.

You can easily change what you want to group your columns by whenever you decide to. Simply click on the Grouped By button to change the attribute.

In ISO+™, moving items is as simple as drag-and-dropping them, but in the Columns view, this function can come in particularly handy.

It's also possible to drag and drop items within the same column and rearrange your tasks that way.

Just like in any other view, it's possible to customise your columns using the filter, sort and 'customize' options (in addition to grouping).

You can hide/show different attributes and make items in your columns look neater and better organised.

If you want a simple and straightforward overview of the items in one folder or one tab, then the List view might be just what you need.

In this view, each rectangular ticket (or line) on a list represents one item.

To add a new item to your list, all you need to do is click on the '+Add New Item' button. If you don't have any items on your list and are starting from scratch, then you'll only see this button on your screen. If you've already got some items on your list, then this item will be located at the top of the list.

You can filter out only tasks that are completed in one tab and then tasks that are not completed in another.

You can also group items in your list for a better overview of what everyone is doing.

And with the 'Customize' option, you can decide what you want to see on your list and what you don't want to see. 

For items that are time-sensitive, the Calendar view will be a great tool. 

It will allow you to see all the important dates like deadlines, calls, meetings, events, etc. and easily manage everything you need to do.

In your calendar, you can get an overview of an entire month, week and even a single day. This means that you can also keep track of the exact time when something needs to happen and make detailed schedules. If you click on one of the arrows next to the name of the month (in this example) in the calendar, you’ll be able to go back and forth between different months. This is similar for the Week and Day periods.

In order to add an item,  just click on the plus sign inside the cell with the date that you need, give your new event a name, and then press Enter.

In the calendar view, you can select a date range by clicking on the Due Date button and even a label (if you have created one) to colour-code your items. 

This combination gives you the opportunity to customise your calendar view based on any Date attribute and Lable attribute.

📌 NOTE: Instead of changing the date manually when, e.g. your meeting is delayed, you can simply drag and drop your items from one date field to another.

Above the Month, Week, and Day buttons, you will see a button called ‘Undated Items’. If you click on it, a sidebar will open to your right, where you’ll be able to see all the items that don’t have a date assigned to them. From this sidebar, you can easily drag and drop any undated items to the date field of your choice without having to go into every item separately and edit the date.

 In the Calendar view, it’s possible to filter the items, which makes it easier for you to organise your workload and deadlines.

The Gantt view will be useful to anyone who needs to visualise a timeline for their long-term projects and capture start and end dates in one simple view. It's a great solution for project planning, product roadmaps, growth experiments, event planning, and more since it shows you everything that needs to be done at a glance, when, and in what order.

Each bar in your Gantt chart represents an item. To add a new item in the Gantt view, click anywhere in the chart. To amend an item, click on it directly from your Gantt chart until a modal or a sidebar opens up.

If you're starting to create a Gantt from scratch, you will first be asked to set a date range. It is the same if you want to change the existing view to a Gantt view or create a Gantt view in a new tab. 

In the Gantt view, it's possible to easily change the date range of every item in your chart simply by dragging it from one of its ends. Hover over the item you want to change dates for until you see blue borders on both sides and an arrow symbol. Press and drag the end or the beginning of your item to the desired date. 

In addition to this, you can also drag and drop your items to different date fields.

When creating items in your Gantt chart, all of them will be white and won't really stand out in this view. However, there's an easy way to change this.

If you have a label attribute in place in a different view on your board and have assigned it to your items, you can group them in your Gantt chart using this label.

Once grouped, your items will take the colour of the label assigned to them, and they will be neatly grouped by the names of the labels. You'll also be able to see the exact number of items that fall under a certain label.

In the Gantt view, it’s possible to view your items and projects in a Year, Month, Week and Day view. 

Also, by clicking on the 'Today' button, you'll be able to see all the items that have today's date as your start or end date.

Similar to the Calendar view, by clicking on the Undated Items button, a sidebar will open to your right, where you’ll get to see all the items that don’t have start and end dates assigned to them. These are usually items that you created in another view, and that didn't require start/end dates at the time. If needed, you can drag and drop any undated items to a date field on your chart and then easily change their start and end dates.

You can use the Filter and Group options to customise your Gantt chart further.

If there is any item consisting of subitems, they can be shown using the Expand All Subitems feature.

The Form view allows you to create custom forms and share them with people outside your organisation, i.e. people who don’t have an ISO+™ account, but you can use that within your organisation as well. 

With a form, you can collect feedback from clients or team members, gather the necessary contact information, and a lot more. It’s possible to share a form via a link and even embed it on your own website.

In the Form view, each attribute you add equals one field in your form.

The forms required for your workspace have been created by our team, but if you need any amendments, you can ask us to do that for you or edit them depending on your role and permission level.

You can edit the fields of the form by clicking the Edit button.

In the Edit mode, the form title and form description can be added/amended. The cover photo or the Logo can be removed/amended as well. 

There are three sections for each field (attribute): 

- Question Title, which is used if this is different from the attribute title; 

- Question Description, which holds a more detailed explanation of the Question and 

- Enter, which is the section reserved for people filling out the form. 

Every attribute field in the form can be included or excluded from your form by clicking on the small blue eye to the right of your field's name.

In the form, you'll also be able to choose which questions your users need to fill out, i.e. which answers you require for them. To the left of the small blue eye for excluding/including fields, you'll find the Required/Not Required toggle.

At the bottom of the form, you can see the fields that are excluded from the form. They are invisible to the users but still available and visible in other views. 

In addition to this, you can also:

- Change the colour of the Submit button.

- Change the text of the Submit button.

- Write a 'thank you' message that appears after a form is submitted.

- Decide if you want to show/hide the "Submit another response" button.

- Decide if you want to show/hide the "Powered by ISO+™" badge.

- Choose if you want to redirect people to another URL after the submission.

- Subscribe a team member to the form so that they receive a notification every time someone submits a response.

In the upper right corner of the form, there's also an option to pre-fill your entire form. 

If you click on this button, a pop-up window will open up saying, "Enter the desired pre-filled data and press the button to generate a link that can be shared."

Once you fill out the data, you'll click on "Get link". 

In the next window, you'll receive three types of links: shareable, in-app, and link for embedding. 

Keep in mind in order to get the link, form sharing must be enabled.

Before you go ahead and share your form with potential users, you can preview it and see if everything looks the way you want it to. 

You'll find the Preview button right next to the view switcher below your tab. You can always switch back to the Edit mode by clicking the same button.

Once you're satisfied with how your form looks, you can go ahead and click on the Share button. Once you do, a small window will open. Here, you'll first need to enable sharing your form. Without doing so, people won't be able to see or access it.

Next, decide how you want to share your form: via a public link or by embedding the form on your website.

The 'Open Form' Button shows you the form in an online mode with the form shareable link.

Whenever someone submits a response through your form, you will receive the information in the same folder where you created the form.

However, to see the information, you'll need to have another tab open, preferably with the Table view in place. 

Every time someone submits a response, the information will appear in a new row as a new item.

The Chart view will be a great solution for those who want to represent and analyse their data in a visual way. 

With Charts, you will be able to create reports out of your data and display those reports through various types of charts.

Charts will let you display and analyse your data (items) that are added in other views in real time; therefore, you will not be able to add new items while you are in this view.

In the central part of the chart view, you will be able to see your chart. In the top toolbar, as in all other views, you will see the Filter option. 

Right next to the Filter, you will see the Chart Editor. This button will serve to open and close the Chart Editor you can see on the right side. 

In the Chart Editor, 

- You can choose a chart type among 13 different chart types from 5 categories: Line, Columns, Bar, Pie and Area.

- You can choose which data type you would like to set as your X-Axis (horizontal). Here, you can also decide whether you want to sort your data and how.

- You can set the Y-Axis (Vertical) and choose which data type you would like to set as your Y-Axis, including attributes and item count. If you choose one of the attributes, you will also need to choose the calculation function. Here, you will also be able to set the line colour or add a trendline. For the Y-Axis, you will be able to add multiple data series.

- You can add and define one or more benchmark lines if needed. Once you click to add a benchmark, you will see the options to define its type, label, value and colour.

📌 NOTE: for both X and Y Axis, the attributes you can use as parameters will depend on the chart type you choose. Pie Chart will work a bit differently, and instead of X Axis and Y Axis, you will set the Label and Value.

In the Customization part of the Chart Editor, you will be able to choose which elements you will be able to see in your chart and which will not.

You can export your chart as an SVG, PNG or CSV file by clicking the small arrow on the top right of your chart view.

The Document view will be a great solution for those who want to represent a document that is created as an item/subitem using a 'Long Text' attribute in your folder/subfolder.  

The view is used within ISO+™ in the library board and includes all the documentation required by the standard/framework against which you want to certify or register your business. 

In the central part of the Document view, you will be able to see the content of your document. In the top toolbar, as in all other views, you will see the Filter, Group and Sort options. 

You can also publish all the items and subitems developed in this folder as one single link. This is a great feature to share the whole document structured in different sections/chapters as subitems or training course material structured in different training modules as subitems.  

In the Settings section, you can assign the Document as a 'long text' attribute, the Author as a member attribute, the Date as a date attribute and a Cover as an attachment attribute to the document.  

If your folder/subfolder consists of subitems, you can use the 'Expand all Subitems' option to see the subitems as well. 

You can switch between the full screen and item list screen seamlessly, whenever you want, by clicking on the small arrows in the upper left corner of the document. You can add an item/subitem directly in the item list mode. 

For each item, 

- You can add or change the Cover of the document

- You can print that document as a PDF file, 

- You can share the link with others

- You can add comments and see the Activity Log of the document in the Comments section