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Mapping with Podio Views

 

If you wish to show specific information in your gantt chart, for example only projects that are active, or only projects that you are responsible for, please follow this guide.

Example chart: The green bars are projects that are finished, and do not need to be visualised anymore

Example chart: The green bars are projects that are finished, and do not need to be visualised anymore

 

1. Create a view in Podio, or use your existing views.

You find an overview of your Views on the left side of your app

You find an overview of your Views on the left side of your app

 

To create and save a view in Podio, please see:
https://help.podio.com/hc/en-us/articles/201019638-Filters-and-reports

 

2. Create a new chart, or, for already existing charts, go to Edit Settings in the left side panel

    NewChart                  Edit your chart in the left side panel

 

3.  Choose the View you want to use in the View Filters drop down menuMapping

Do the same for referenced and sub-referenced apps you wish to apply Views in.

 

4. Generate your chart

MaybeGenerate

 

Example chart: here only the active projects are shown, after mapping with views

Example chart: Now only the active projects are shown, after applying views in the mapping process

 

5.  Save Chart, when you are happy with your mapping

 

Save

You can also filter directly in your chart after mapping by using the Filtering option in the overhead panel, this however does not reduce the API load. We recommend mapping with views for users with many items in their apps.

If you do not have any saved Views in Podio, the View Filter option will say “No Views Found” when mapping.

If you do not wish to use Views in your chart, but have saved Views, simply leave the View Filters blank (the default option is “Select View”) when mapping.

If you do not wish use a View anymore, go to Edit Setting, and deselect the View (the default option is “Select View”).

 

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