Get Started

Table View Basics
Add a new task:
1. Scroll to the bottom of the table and click into the field that says "Type here to add new task"
2. Type in the name of your task.
3. Press Enter.
Conditional Formatting:
1. Formatting can be applied to fields of the "Dropdown" type, such as "Assigned to" and "Status" columns that may be defaulted in your workbook. You can also add new custom fields of the Dropdown type.

2. If no colors are already applied, the right bar will say "Label & Color Your Data." Pick a field in the "Select a field" picker to use as a label. If colors are already applied, click the "Label another data type" link at the bottom of the right bar.

3. All the dropdown choices for that field will be shown in the right bar.  Select any dropdown choice to be able to edit it's formatting when that's the selected value.
Creating New Fields:
1. Scroll to the far right of your table view and click "Add Field" at the top.
2. Select from one of the field types: Plain text, dropdown, date number, and Jira Link Field.
3. Enter a name for your field and click the "Add" button on the bottom.
Creating Tasks w/ Multiple Start Dates:
1. Add a new field of the "Date" type. Give it a descriptive title, such as "QA Start Date" or "Beta Release Date."
2. Do the same for any other relevant dates, such as milestone dates or end dates.
Creating Labels:
1. Go to the right of your screen where it says Label & Color Your Data
2. Click “Select Column” and click on the data type you wish to be color-coded.
3. Click “Create Labels”
4. To repeat this process,  select “Label Another Data Type” and repeat the steps above.
Filtering:
1. Select the eye icon on the right of the box. (Only the box you select will show on the table)
2. Select another eye icon for another box to be revealed
Changing the Color of Labels:
1. Select one of the boxes under the data type list.
2. Click the paintbrush icon and select which color you would like to represent the particular box.
Timeline Basics
Add a new task:
1. Under the left column, find the matching group name or create a new one
2. Hover over the start date with your mouse and click your mouse down to begin dragging a new task. The end date will be set when you release your mouse button.
3. You can also modify the end date by clicking a project and editing the date field. Or you can just drag the project to the selected date.
4. To repeat this process , select “Label Another Data Type” and follow the instructions above
Adding New Lanes:
1. Left-click the number column.
2. Select Add a Lane to this Group.
3. You can create an unlimited amount of lanes.
Hiding/Adding Back Rows
1. Left-Click the number adjacent to the row and select “Hide Row”,
2. To add a row back, select the hidden rows option and add back you selected row
Multiple Views:
1. Any field that is a Dropdown type can be used to organize your rows in the Timeline view.
2. Under the "View" menu, select the start date and or end date. You can select whichever date you’d like to show on the as the left and right side of tasks on the timeline (i.e QA Date & Ship Date)
3. Under the "View" menu, you can toggle between "Week View" and "Sprint View."

4. Click the "Edit" link next to each view type to customize the working days per week, the number of weeks in a sprint, and when the first sprint begins.
Creating Labels
1. If you created your labels in the table view, simply click on “Select Column” dropdown, click the group you customized and all the same settings will appear in your timeline view.,
2. Go to the right of your screen where it says Label & Color Your Data
3. Click “Select Column” and click on the data type you wish to be color-coded.
4. Click “Create Labels”.
5. To repeat this process, select “Label Another Data Type”
Color Coding Labels
1. Select one of the boxes under the data type list,
2. Click the paintbrush icon and select which color you would like to represent the particular box.
Connecting with JIRA
Get Connected with Jira
1. Proceed like you are creating a new field. Select the "Jira" type and hit "Continue to Jira"
2. If you are not already connected with Jira you will be asked to log in to Jira then return back to Visor. (Visor currently supports integration with Jira Cloud and Jira Server, however Jira Server customers will need to contact our support team to configure their integration.)
3. You will be sent to the Visor Connector Page. Click Continue.
4. After you connect Visor and Jira, you can return to your Visor workbook.
Setting up Jira Columns:
1. Proceed like you are creating a new field. Select the "Jira" field type and hit "Continue to Jira"
2. Select “Connect Rows to Jira”
3. Select a Jira Project to pull from
4. Select a Jira Type to link rows to
5. Name the linked column in Visor.
6. Add your fields from Jira that you would like to show up in your Visor Table
7. Click "Done". All your selected Jira columns will appear in Visor’s Table View.
Adding Jira Tasks
1. In a Table view, click inside a Jira Link cell. You'll see a magnifying glass icon and a prompt such as "Search Tasks in Jira by name."
2. Start typing to search in Jira for the issue by name.
3. Once the task is selected the other Jira fields (i.e. Start Date, Status, Due Date) will auto-populate.
Creating A New View (Adding and Duplicating Tabs)
Adding a New View:
1. Click the "+" icon on the bottom left of your screen
2. A box will appear in the center of your screen
3. Type a new view name
4. Select the View Type (Table, Gantt, or Timeline View)
5. Select the Folder you would like it to be placed in.

6. Save.
Duplicate a view:
1. Click the menu icon next to the title of the view you'd like to duplicate and select "Duplicate View".
2. In the next screen that appears, give your duplicate view a name.
3. Click "Save" when done.