Hoops JobBoard Views allow teams to turn a busy JobBoard into focused workspaces for different roles, departments, and daily priorities.
Instead of every user working from the full JobBoard, Views allow each team to see only the Jobs and information relevant to them. By combining Filters with Show/Hide Columns, you can reduce clutter, minimize scrolling, and quickly identify the work that requires attention.
Once configured, Views can be saved and reused, creating a more efficient and consistent workflow across your business.
Create Views Around Real Workflows
A useful View should answer a simple question:
What does this team need to see right now?
For example, a Purchasing View might display only Jobs where the Purchasing Status is:
To Do
In Progress
On Hold
This gives the purchasing team a dedicated workspace to manage supplier orders without needing to search through every active Job.
Combine Filters for More Focused Views
Views become even more powerful when multiple filters are combined.
Rather than filtering on a single status, you can create highly targeted workspaces that show only the Jobs meeting specific criteria.
Examples include:
Purchasing To Do
Purchasing Status = To Do
Account Status = Paid in Full
Artwork Awaiting Approval
Artwork Status = Proof Sent
Production Status ≠ Complete
Ready for Dispatch
Production Status = Complete
Shipping Status ≠ Shipped
My Urgent Jobs
Production Owner = Me
Priority = High
Shipping Status ≠ Shipped
By combining filters, teams can create dedicated workspaces for departments, meetings, daily task management, customer follow-up, production planning, or any other recurring workflow.
Common JobBoard View Ideas
The best Views are usually built around a team, workflow stage, or recurring task.
Popular examples include:
Artwork Queue — Jobs requiring artwork creation, revisions, or customer approval
Proofs Awaiting Approval — Proofs sent to customers that are still awaiting a response
Purchasing To Do — Jobs waiting on stock, supplier orders, or purchasing action
Production Queue — Jobs ready for production or currently in progress
Ready for Dispatch — Completed Jobs awaiting shipment or collection
My Active Jobs — Jobs assigned to a specific team member
Priority Jobs — Urgent Jobs requiring immediate attention
Accounts Follow-Up — Jobs with outstanding invoices or payment issues
These focused Views help each team work from a dedicated workspace rather than navigating the entire JobBoard.
Use Show/Hide Columns to Simplify Each View
A great View doesn't just filter Jobs—it also removes information that isn't relevant to that workflow.
Using Show/Hide Columns, each View can display only the columns needed by that team.
For example:
Purchasing View — Supplier, Purchase Order, Purchasing Status, Account Status, Due Date
Artwork View — Artwork Status, Proof Status, Assigned Designer, Deadline
Production View — Production Status, Equipment, Priority, In-Hand Date
Dispatch View — Shipping Status, Delivery Method, Tracking Number, Customer Address
Accounts View — Accounting Status, Invoice Status, Total Owing, Payment Status
Removing unnecessary columns creates a cleaner workspace and significantly reduces horizontal scrolling across larger JobBoards.
Save and Refine Views Over Time
Once a View has the right Filters and visible Columns, it can be saved and renamed for quick access.
Many businesses create Views for:
Artwork
Purchasing
Production
Dispatch
Accounts
My Jobs
As your workflow evolves, Views can be updated by changing Filters or visible Columns and then choosing whether to save the changes to the existing View or create a new version.
There is no single "correct" set of Views. The most effective Views are the ones that help your team quickly find, prioritize, and action the work that matters most.
Using JobBoard Views helps teams stay organized, reduce board clutter, and create practical workspaces that reflect how work actually moves through your business.