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Understanding the Home View

Learn how the Home View provides a complete, unfiltered overview of your SalesBoard or JobBoard, and how it works alongside saved Views.

Every Board in Hoops includes a Home View. This is the default view that displays all records on the Board without applying any saved filters or custom layouts.

Both the SalesBoard and JobBoard use the Home View as the starting point for managing your work, providing a complete overview of everything currently in the system.

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What the Home View Shows

Unlike custom Views, the Home View is designed to be a complete workspace.

It displays:

  • All records on the Board

  • All active workflow stages

  • The default column layout

  • No saved filters

This makes it the best place to search across your entire Board, review all active work, or build new filtered Views.


Home View vs Saved Views

The Home View is different from a saved View.

A saved View applies predefined Filters and column visibility to show only the records relevant to a particular team or workflow.

For example, you might create Views for:

  • Purchasing

  • Artwork

  • Production

  • Dispatch

  • Accounts

  • My Jobs

The Home View remains your complete Board, while saved Views provide focused workspaces for specific tasks.


Using the Home View

Many businesses use the Home View to:

  • View every active SalesDoc or Job

  • Search for specific customers or Jobs

  • Check work across multiple departments

  • Create new Filters

  • Build and save new Views

Because no filters are applied, the Home View always provides the broadest picture of your workload.


Building a New View from the Home View

The Home View is the ideal starting point when creating a new saved View.

Simply:

  1. Apply one or more Filters.

  2. Show or hide the columns you want to display.

  3. Click Save View.

  4. Choose whether to create a new View or update an existing one.

Your new View will then be available alongside the Home View for quick access.


A Shared Starting Point

The Home View provides a consistent starting point for everyone using the Board.

While individual users or departments may work primarily from their own saved Views, the Home View remains the complete, unfiltered version of the SalesBoard or JobBoard.

It allows administrators and managers to see the entire workflow while giving teams the flexibility to create focused Views that match how they work.


Learn More

To learn more about organizing your Boards, see:

Using the Home View alongside saved Views gives your team both a complete overview of the business and focused workspaces for day-to-day operations.

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