Get Started

Table Basics
Add a new project:
1. Under the project column, select "Add Project"
2. Type in the name of your project.
3. Press Enter.
Adding Start + End Dates
1. Select a start or end date in the calendar view
Creating New Columns:
1. Left-click “Add Column” write the name you would like to call it.
2. Plain text, dropdown, date number, and Jira Link Field.
3. Plain text is used for description data, dropdown option for columns that have repeatable data i.e. Groups or Project Status, numbers option to create a column with number fields only.
Creating Projects w/ Multiple Start Dates:
1. Select a new column and select the date option in the drop-down.
2. On the header of the column, label the new start date.
3. Same instructions for the end date
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.
Hiding Groups:
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
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.
Timeline Basics
Add a new project:
1. Under the group column, create your group name (Group Must Be Added First)
2. Hover over the start date and left-click to create your new project
3. To create the end date you can fill out the information in the detail box 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 per project.
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 dropdown column in the Table view can be used to organize your rows in the Timeline view..
2. Select the start date and or end date and select whichever date you’d like to show on the timeline view (i.e QA Date & Ship Date)
3. Click on the “Week View” Drop down and you can select the following: Weeks Sprints (Two-Weeks), Months, and Quarters.
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. Create a Jira Column. Hit Continue to Jira Fields
2. If you are not already logged into Jira you will be asked to log in to Jira then return back to the visor
3. You will be sent to the Visor Connector Page, Click Continue.
4. You will be sent to the integration page: Please select Remap API Fields
5. Once the remapping is complete you can go back to your Visor account. You will be officially connected!
Setting up Jira Columns:
1. Select the header of a new column and click the “Jira Link Field” Drop Down and Continue to Jira Fields.
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.
Creating Jira Tasks
1. Click on the box “Select Jira Task
2. Start Typing to search in Jira for the project 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 Tab:
1. Click the "+" icon on the bottom left of your screen
2. A box will appear in the center of your screen
3. Create a new tab name
4. Select the Tab Type (Table or Timeline View)
5. Select the Folder you would like it to be placed in. Save.
Duplicate a table/timeline:
1. Any dropdown column in the Table view can be used to organize your rows in the Timeline view..
2. Click on the “Week View” Drop down and you can select the following: Weeks Sprints (Two-Weeks), Months, and Quarters.
3. Select the start date and or end date and select whichever date you’d like to show on the timeline view (i.e QA Date & Ship Date)