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Group or team dashboard views

Joseph_Kennedy

Hi,

It would be nice if you could set up and share dashboard views for the legal team or a specific group. It takes a bit of time to set up dashboard workflow views and different team members will have either different or no views set up on their dashboards, unless you go to around to each team member in person and help them set up matching views. If you are managing a team of lawyers working across different regions, etc. , it is helpful to have different views set up. It would be good if the other lawyers on the team could be seeing the same dashboard so that there isn't a need to share screens to discuss active workflows.

Kind regards,

Joe

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Comments

David_Wieseneck

You can share the dashboard link with them:

https://support.ironcladapp.com/s/article/Manage-Views

Joseph_Kennedy

@David_Wieseneck Thanks David I hadn't seen the option to share a view. That will work for me for my needs. It might still a nice feature for Ironclad to consider though - that an admin could set some default views for a specific group.

David_Wieseneck

That is a good idea too!