Summary / When to Use This
Custom Views in OnRamp let you create focused lists of tasks, projects, or other records using filters, sorting, and grouping. Whether you’re tracking overdue tasks, viewing all projects owned by a teammate, or monitoring playbook progress, saved Views help you return to your preferred setup any time—no need to rebuild filters or columns.
Before You Begin
Make sure:
You have access to the Views page in OnRamp (left-hand navigation).
You know which data you want to analyze (for example, tasks assigned to you, projects by owner, or playbooks in progress).
You’re familiar with filters, sorting, and columns in OnRamp lists.
Steps to Follow
1. Open the Views Page
From the left navigation bar, select Views.
You’ll see:
Templates for common Views (e.g., My Projects in Progress, My Overdue Tasks).
Tabs for My Views, Shared with Me, and your organization’s Views.
Click + Create View in the upper right.
2. Configure Basic Details
In the Create View window:
Enter a View name and (optionally) a short description.
Choose an Object Type (for example, Task, Project, Playbook, or User).
This determines which records your View will include.(Optional) Toggle Enable AI-powered insights to activate OnRamp AI Analysis, which generates written summaries and visual data.
Then click Create View.
3. Apply Filters
Use the Filters button near the top of your View to define what appears.
For example:
Project → Owner → is → Dylan MainTask → Status → is not → CompletedDue Date → is before → next week
You can nest conditions with AND/OR groups to refine results even further.
💡 Tip: Combine filters to isolate exactly what you need—such as tasks in progress owned by a specific teammate in projects tagged “High Priority.”
4. Customize Columns
Select Columns in the top toolbar to choose which fields to display.
Toggle columns on/off to show or hide details like Created Date, Completed By, or Scheduled Start Date.
Drag to reorder columns.
Use Shrink Columns or Grow Columns for better visibility.
5. Sort or Group Results
Click Sort By to order results by date, owner, or status.
Use Group By to organize data—like grouping tasks by Project or Assigned User for quick comparisons.
6. Save the View
Once your filters and layout look right:
Click Save (top-right of your View).
Give it a clear, descriptive name, such as “Customer Tasks Without Owners” or “Q4 Projects by Owner.”
(Optional) Share the View with teammates so they can access the same setup.
Your new View now appears in My Views.
7. Access and Manage Saved Views
Return to Views → My Views anytime to reopen your saved lists.
Use the More options (⋮) menu to rename, share, duplicate, or delete existing Views.
Tips & Troubleshooting
💡 Best Practices
Keep names short and clear—e.g., My Tasks Due This Week or Customer Comments Overview.
Regularly clean up old Views you no longer need to keep your list tidy.
Use the AI Summary button in any View to generate quick insights and trend analysis.
⚙️ Common Issues
No results showing? Check your filters—try removing one at a time.
Missing fields? Open Columns and ensure the field is toggled on.
Slow load? Try reducing results per page or refining filters.