Maintaining perspectives

Perspectives can be modified from the work areas screen in a number of ways. When in the list view, hover your cursor over the perspective you wish to edit and select the pencil icon that displays.

Note: Go to Task counts to learn more about the info / numbers shown to the right of each perspective name.

A menu displays that provides the following options:

  • Rename - Allows you to rename the perspective

  • Duplicate - Creates a duplicate of the selected perspective that can then be edited as needed

  • Delete - Prompts display of a confirmation dialog asking you to confirm you want to delete the perspective -- the tasks included in the perspective are not impacted, only the selected perspective is removed

  • Copy to - Enables users to create a duplicate of the selected perspective on a different work area

  • Move to - Enables users to move the selected perspective to a different work area

You can also move a perspective between different work areas by dragging and dropping it via the drag handle.