Baton User Views
By ClientSuccess1 author7 articles
Client Presentation ModeLearn how to use Client Presentation Mode in Baton to walk clients through a project in their view while still editing tasks, hiding internal details.
Project ViewUnderstand the Baton Project View, covering overview, notes, task list, subtasks, attachments, bulk task upload, pausing, risk, and status reports.
Baton - Board ViewUnderstand the Baton Board View kanban of projects by phase, with Quick View details, phase editing, filters, and projected completion and risk.
List ViewLearn how to use Baton List View to see all projects in one table, customize and freeze columns, filter and sort, open Quick View, and check My Tasks.
Timeline ViewUnderstand Baton's Timeline (Gantt) View to visualize project tasks, dependencies, and delays, drag and drop dates, and filter by team or status.
Data DashboardLearn how to use the Baton Data Dashboard to track project trends, contract value, and active project status, add cards, and share view-only links.
Saved FiltersLearn how to create, apply, and manage Saved Filters in Baton to customize project views, set a default view, and rename or delete filter groups.