In CoLab, you can track multiple reviews across one or more workspaces.
Accessing your Reviews page
The Reviews page can be found along the left side navigation bar beneath Home and Search. It is always available, and its context will change depending on where you are accessing it from:
From the home screen it will show you your Global Reviews page, which allow users to view all reviews for the workspaces and portals that they have access to.
While in Workspaces and Portals, it will show Workspace Reviews and Portal Reviews respectively for those specific spaces.
Tracking Reviews
You can view all of your reviews using the Board or the Table view.
In the Board view, the reviews are organized like a Kanban board. Each review is represented as a card under a specific status column: Open, In Progress, Revision Required and Closed.
In the Table view, each review is represented as a row in the table, while each review attribute is represented as a column in the table.
Selecting a review from the board or table will open it in the Review panel. This allows you to quickly read the review and see the associated review activity. From the review panel, you can Go to review directly in its original workspace or portal.
Organizing and Filtering Reviews
All columns in the Review table can be resized, reorganized, and hidden or shown.
Resize a column: Click and drag the column edges.
Reorganize columns: Click on a column header and drag it to a new position.
Hide/Unhide columns: Use the Columns menu above the table. You can hide or unhide columns individually, or choose to hide all or show all.
In either the board or table view you can use the 'Filter' function to limit what is shown.
Notes:
When work with date filters (such as Due Date or Start Date), the date chosen will be the latest shown. For example, if you choose to filter on 'Due Date: October 1st', then all reviews with a Due Date on or before October 1st will show. Adding additional filters (such as Status or Reviewer) will help narrow the results down further.
The Global review page will have an additional filter, allowing you to filter the table by workspace.
Default Table Views
When in table view, you will have access to a set of default views, which allow users to quickly filter the table for desired results. These can be found by clicking on the 'Default views' drop down field.
Default view: The default view of review data with no filters applied.
Created by me: A view of all reviews that have been created by me.
Due in 7 days: A view of all reviews that have a due date in the next 7 days.
Late: A view of all reviews that are not closed, but past their due date.
Creating Custom Table Views
When in table view, all team member users can create new shared views that save the current filters. To create a new view:
Organize and filter the reviews table to your liking, and click the 'Create view' option will appear at the top of the table.
Note: The 'Create view' option will only appear after a filter has been applied.
Give your shared view a name.
Note: In the Global reviews table, you can also choose to add the view to your favourites. This makes it quickly accessible in your left navigation panel.
Your new custom view will appear under the Shared section in the views list.
Custom views will also remember the column order and visibility toggles that were set at the time the view was created.
If you are looking at a shared view and edit the applied filters, a Save Changes button will appear for you to save that shared view with the newly applied filters.
Note: Limited users and portal guests are not able to create or edit custom views.
Favourite Custom Table Views
If you are in the Global Reviews page, and in table view, you can 'favourite' a custom view, which will pin it to the left navigation bar for easy access. This can be done in two ways:
When creating the view, there will be an option to add it to favourites before saving it.
After the view is created, simply click the 'Add to Favourites' star icon, next to the custom view you would like to pin.
Global Table Views
When creating views in the company review table, company admins now have the option to make a custom view a ‘global view’ i.e. it will be available to all company users in all workspaces and portals.
After selecting the desired filters and clicking ‘Create view’ (or editing an existing view), they will see the new option in the pop up modal: Make view available in all workspaces and portals.
After saving the view, it will show alongside the default views in the ‘Table views’ dropdown, across all workspaces and portals.
If the admin deletes or edits the custom view later, in the company-level table, the view will be deleted/updated in workspace and portal tables as well.