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.