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Customize View

Create custom views that show you exactly what you want to see in the workroom view.

Shannon O'Neil avatar
Written by Shannon O'Neil
Updated over a week ago

Pictures, Pricing, Proposals, and Payments. Alliteration aside, there is a lot going on in the Workroom view. This is where nearly every piece of information about an event is kept, so it's easy to become a little overwhelming at times if you're trying to focus on a particular element of the Event.

This is where Custom Views comes into play. You can create custom views that make the Workroom adapt to your personal workflows. Only want to focus on pricing? Sure thing, we can hide all of the pictures, event details, contract, and more!



How-to

  1. In the workroom, click on the 3-Line "Hamburger Menu"

  2. Navigate to Customize Views

  3. Toggle Show or Hide on the various Workroom elements

  4. Save your favorite views for ease of future use!

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