Workspace and adminUpdated
View packs
Switch on view packs for agencies, consulting, project management or sales to add ready-made saved views to your boards in one step.
A view pack is a set of ready-made saved views for a kind of business. Switch one on and its views appear on the boards they belong to.
Things to know
- Spodus picks a pack when you set up the workspace, based on what your company does. You can switch on more than one.
- Packs are for the whole workspace. Any member can switch them on or off.
- Switching a pack off keeps the views it added. To remove one, delete it from the view's own menu.
| Pack | What it adds |
|---|---|
| Marketing agency | A content calendar for tasks, projects by client and contracts by service |
| Software agency | Tasks in review and blocked, projects by phase and launching this month, and upcoming launches |
| IT & consulting | Companies by contract tier, tickets by client, renewals this quarter, non-billable time this month and time by engagement |
| Startup | An Investors board on Deals |
| Project management | Blocked tasks, tasks due in the next 7 days, resourcing on projects and milestones in the next 30 days |
| Sales | Forecast and Lost this quarter, on Deals |
Switch a pack on or off
- Go to Settings > View packs.
- Use the switch on the pack's row.
The pack's views show as saved views on their boards. You can rename, filter or change them like any other view.