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Using Different Views

Team Visor
  • Updated
  • Overview
  • Table view
    • Import & organize connected app data
    • Add Visor fields to enrich your data
    • Sanitize data in bulk
  • Gantt view
    • Manage current projects
  • Timeline view
    • Plan future projects
    • Assess past performance

Overview

Visor offers various views to choose from, each with their own benefits for different use cases.

In this article, we’l take a look at how to get the most out of each view.

Table view

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The table view is incredibly flexible and is optimized for you to manage most details across all your records. This is the most tactical view, and it’s where most Visor users typically start their journeys.

Here’s how to use the Table view like a pro:

Import & organize connected app data

The Table view is useful for importing and organizing all records that are imported from connected apps. You’ll be able to see and position all fields, as well as apply filters, sorts, and formatting to help shape your data story for yourself and your stakeholders.

Add Visor fields to enrich your data

You’ll also be able to enrich connected data by leveraging Visor fields to add custom data. If you’re interested in understanding which themes and initiatives your projects fall under, or perhaps you’d like to identify cross-team stakeholders to track sets of records - the Table view is the place to do this quickly.

Sanitize data in bulk

We all know it can be difficult to sanitize your data in platforms like Jira and Salesforce. Jira forces you to drill into each individual Issue to update its contents. Salesforce has Table views, but if restrictions around filling in required fields and needing to remember to hit that “Save” button makes it difficult to manage your data easily. Visor allows you to update your data easily, in bulk, without having to conform to field requirements. You can update your data piecemeal and sync it back when you’re ready, prompting you to address required fields when you’re ready.

Gantt view

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The Gantt view is also quite flexible but is primarily optimized for you to manage the dates for your records. This is where most Visor users spend their time managing time-based aspects of their teams’ activities during the execution phase.

This view is comprised of a grid and a canvas. While managing dates across your records, you can see as many Table columns as you’d like (just make sure your screen is wide enough).

Here’s how to use the Gantt view like a pro:

Manage current projects

The Gantt view is useful for monitoring a project's progress. You’ll be able to see what should have been achieved by a certain date and, if the project is behind schedule, you’ll be able to take action to bring it back on course.

Timeline view

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The timeline view is a bit different in that it’s more targeted toward data analytics. This is the most strategic view, and it’s where most Visor users go to understand team capacity and/or performance.

This view focuses on any dropdown field, grouped by swim lanes, and contains a canvas to plot data across time.

Here’s how to use the Timeline view like a pro:

Plan future projects

The Timeline view is useful for planning and scheduling projects. It helps you assess how long a project should take, determine the resources needed, plan the order in which your team will complete tasks, and plan content ahead of time.

Assess past performance

While typically used for planning purposes, the timeline view also allows you to focus on a single factor across your records, helping you to understand what was completed by resource, initiative, product segment, or any other way you’d like to parse your data.

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