Database Views

Transcript

0:00 An area of navigation that you're going to want to be familiar with within the Setup OS specifically is how to navigate different database views. 0:10 So anywhere in Notion that you see data like this, whether it's a table, a board, a gallery, there are a bunch of different ways that you can view data. 0:20 You are going to want to know how to move between different tabs or views of this data. So, for example, on the home page in the Client Hub area, we're currently on the Everyone Table view. 0:32 Here we have All Clients, here we have All Leads, and then finally, we have this Gallery view of Clients with Open Projects. 0:40 So, for example, in this view, you will only see clients that you are actively working on, whereas in All Clients, you would also see Past Clients. 0:50 So, all of the views are named in a way that should tell you exactly who or what you're going to see there, but you need to know to look for these items so that you can navigate between them. 1:01 Another example is here on the homepage of your site. under quote calculator, you're going to see that you have open projects. 1:07 So, that's going to be projects you are working on, projects to quote, which would be new leads where you need to issue a quote, open quotes. 1:15 So, these would be quotes that you have sent and are waiting to hear back on. And then on this site, you're going to see three more. 1:22 And so, there are more views that you can toggle between, uhm, to see additional pieces of data that is filtered or sorted or being displayed in a new or different way. 1:34 Now, if you are on something like a 27 page project, you may not see three more. You may instead see the names of all of the views listed out like you see these tabs here. 1:45 So, I do recommend the bigger the screen for this Notion database, the better. Uh, but it is really important for you to know how to access these that you're looking for here. 1:55 As you go through, you're going to see this in almost every single area. It's, again, here under Tasks. So, out of the three sections that we have on the homepage, you are seeing those views on all three of them. 2:06 So, make sure to keep that in mind. You're going to continue to see it when you click into Client Files, when you click into Workflows. 2:11 There are going to be lots of different times that you need to be able to navigate those.