Customized views: What are they and how do they work?

Feeling overwhelmed with your tasks and reminders? Custom views are filters that allow you to organize and view only what you need, directly from WhatsApp.

Key benefits:

• Focus: Displays only urgent or important tasks.
• Time savings: Up to 2-3 hours per week.
• Flexibility: Switches between personal and work contexts.
• Less stress: Reduces clutter and overload.

How do they work?

1. Filter tasks by date, priority or tags.
2. Save custom views for reuse.
3. Quick access with simple commands such as /new view.

For example:

/view new Work_Weekly_job #job priority:high date:thisweek

With PuentesManage your tasks has never been so easy, get organized without leaving WhatsApp!

Seamless task management in WhatsApp Web

How custom views work

Customized views operate through intelligent filters that simplify task management. They rely on three main elements to organize and display information efficiently.

Filtering and sorting of tasks

The system uses specific tools to accurately process and present data:

• Field selectors: Allow you to choose criteria such as date, priority or specific categories.
• Filtering conditions: Define how the criteria are related, such as "equal to", "greater than" or "contains".
• Specific values: Determine the exact parameters for applying the filters.

For example, you could identify urgent tasks for this week by combining high priority filters and nearby dates.

Saving and reusing views

Creating and reusing custom views is easy and follows these steps:

1. Initial configuration: Apply the filters and the order you need.
2. Storage: Save the configuration with a clear and easy to remember name.
3. Quick access: Retrieve the view when you need it with a single click.
4. Automatic update: The view automatically adjusts to the new data you enter.

At Puentes, this process is even easier thanks to voice or text commands via WhatsApp.

With this foundation, we can explore how to set them up efficiently.

Configuration and management of customized views

At Puentes, everything is managed directly from WhatsApp. Follow these simple steps to customize Puentes to your needs:

Steps to create customized views

You can create views quickly with direct commands:

• Execute the command: /new view [name] [criteria]

For example:

/view new Work_Weekly_job #job priority:high date:thisweek

How to update views

Keep your views aligned with your priorities by making adjustments when necessary.

Modify existing criteria:

• Open the view with /view [name].
• Edit the parameters using /view edit [name].
• Make the necessary changes and save with /save view.

An example for updating dates:

/view edit ProjectQ2 date:Apr1-Jun30

Regularly reviewing and adjusting your views ensures that they remain useful.

Eliminate unnecessary views

Deleting views you no longer use helps keep everything organized:

• Consult current views: Usa /list view to see all created views.
• Identify obsolete views.
• Delete viewsExecute /view delete [name].

To keep the system clean, remove views that you do not use frequently and use clear, descriptive names.

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Practical use of customized views

Project task management

At Puentes, custom views connect directly to your WhatsApp conversations. A freelancer, for example, can organize his activities by creating specific views for:

• Customer follow-up reminders.
• Project deadlines.
• Recurrent administrative tasks.
• Key meetings and appointments.

Thanks to simple commands in WhatsApp, you can keep everything under control without interrupting your workflow.

Organization of the daily workflow

To better manage your day-to-day life, personalized views at Puentes allow you to:

• Prioritize urgent and important tasks.
• Set reminders according to context or location.
• Sort activities by date or deadline.
• Filter pending projects according to their state of progress.

These filters adjust to the way you work, helping you to keep control of your activities.

How custom views work in Puentes

Puentes incorporates custom views directly into WhatsApp using simple commands. For example, if you type: "Puentes, show my urgent work tasks", you will get a filtered view with high priority and upcoming dates. This information is updated in real time with new reminders or changes in your schedule.

Users of Puentes highlight several benefits:

• More clarity when organizing.
• Less stress by focusing only on relevant tasks.
• Better follow-up of commitments and deadlines.

This convenient integration allows you to get organized without leaving the app you use every day.

Troubleshooting and tips

Get the most out of your custom views in WhatsApp with these tips and solutions to common problems.

Common problems and how to solve them

Display errors

• Close and reopen the conversation with Puentes. This may solve temporary problems.
• Send the /update command to synchronize the data again.

Filters not working properly

• Make sure the tasks have the correct tags or attributes assigned to them.
• When requesting a view, use more detailed commands to obtain accurate results.

Tips on how to make the most of customized views

Keep everything organized

• Use short and clear names to identify your views without complications.
• Take time once a month to review and update the views you no longer need.
• Limit your main views to between 5 and 10 to avoid clutter.

Improve the performance of your views

• Sort your most used views at startup with the /sort view command.
• Delete the views you no longer use to free up space.
• If you have similar views, combine them into one view that is more practical.
• Before creating a new view, delete a view that is no longer needed.

With these settings, your views will remain fast and useful tools that fit your needs.

Conclusion

Customized views improve task management by allowing specific filters to be applied. At Puentes, this functionality connects directly to WhatsApp, facilitating the organization of activities in a simple way.

These views are tools that change the way we manage our daily tasks and data.

"Personalized views eliminate informational noise, showing only what is relevant for each moment." - Dr. Laura Martinez

Thanks to its integration with WhatsApp, Puentes makes it easier to organize tasks and keep track of your to-dos:

• Manage tasks and reminders in a clear and practical way.
• Customize the views according to your particular needs.
• Quickly access well-structured information.
• Maintain an organizational system that fits your preferences.

With the combination of personalized views, smart reminders and task management in WhatsApp, Puentes simplifies daily organization, helping you stay on top of what matters.

Frequently Asked Questions

Here we answer the most common doubts about how to use custom views in WhatsApp with Puentes:

What distinguishes custom views from saved views at Puentes?

Custom views allow you to create more detailed designs and apply advanced filters, while saved views are simpler, based on filters or basic criteria already established.

Feature	Custom Views	Saved Views
Flexibility	Advanced designs and filters	Predefined basic filters
Complexity	Admit advanced criteria	Simple configuration
Modification	Easily adjustable as required	Limited to fixed parameters

How do customized views help you work better?

At Puentes, these views allow you to focus on what is important by displaying only the relevant information. This reduces distractions and makes it easier to prioritize tasks.

"Personalized views are transformative for productivity. They allow teams to focus on what's most important without getting lost in irrelevant data." - Sarah Johnson

What types of customized views are most practical?

Some useful examples at Puentes include:

• By project: To manage specific tasks of each initiative.
• For context: Separate work activities from personal activities.
• By status: Easily identify tasks in progress or pending.

How to organize my customized views efficiently?

Follow these basic tips at Puentes:

• Use clear names such as /vista UrgentWork.
• Review your views monthly with /list view.
• Delete the ones you no longer need with /view delete.

What problems can arise when using custom views?

Among the most common challenges are:

• Having too many views, which can complicate its use.
• Maintain outdated views that are no longer useful.

If you need more details on how to solve these problems, see the 'Configuration and Management' section for specific commands.

Related blog posts

• 7 Simple Ways to Organize Daily Tasks with WhatsApp
• What is Task AI Personalization?
• 5 ways to organize tasks with customized views
• Best Practices for Organizing Repetitive Tasks