License and permissions
Availability of this feature depends on your license type. Before you get started, check the table below to confirm your license includes this functionality.
Find out more about Evo licenses>
Evo Standard | Evo Everywhere: Base user | Evo Everywhere: Advanced user |
❌ | ✅ | ✅ |
Create a personal view
You can create up to six personal views on each platform. This means six on web, six on mobile and six on tablet. The Default view counts towards the six.
Click Evo Navigator.
Click the view switcher at the top right of Evo Navigator.
Select + Create new view.
Enter a name for the view. Names can be up to 20 characters long.
Press Enter to save.
Your new view opens as a blank layout, ready for you to add the items you need.
🤓 Tip: Name each view after the job it supports, such as Deep work or Month-end. This makes it quick to choose the right view from the switcher.
Customise a personal view
Views are only as useful as the items you add to it. To add items to your view, follow the steps below:
Click the view you want to change.
Find the section you want to change, for example Quick Panels, Quick Actions or Quick Sections.
Click the configure or pencil icon on that section.
Select the items you want to show, and clear any you want to remove.
Save your changes if prompted.
The following example shows how you could build a distraction-free Deep work view:
Section | Item to add | Purpose |
Quick Panels | Evo Tasks | See your current work tasks. |
Quick Actions | Data Spaces | Open your data stores. |
Quick Actions | Evo DocHub | Browse files in Microsoft OneDrive and SharePoint. |
Actions Required | Exclude all topics | Remove notifications while you concentrate. |
Quick Sections | Whiteboard | Brainstorm. You can rename the section, for example "Doodling". |
Quick Sections | Kanban Board | Plan your team's work week. You can rename the section, for example "Planning". |
📌 Note: These items are examples. Choose the tools that suit your own work. The tools available to you depend on the products your organisation uses and the licences you hold.
Managed views for organisation admins
A managed view gives a group of users the same Evo Navigator setup, with a layout they cannot change. Use a managed view when consistency matters more than personal preference. Common examples include:
A team that runs the same daily process, such as a Finance month-end or Front-of-house morning checks view.
An onboarding view for new starters, with the basics pinned until they feel confident.
A training or demonstration view for screen-shares and walkthroughs.
A compliance view that must contain certain items, in a certain order, for a defined group.
If your users have different needs, encourage them to build personal views instead.
⚠️ Important: Managed views are created in Navigator Admin. Your Roles and Permissions in Evo control access to Navigator Admin. Check with your platform administrator that you have access before you start.
Create a managed view
Click Navigator Admin.
Click the Manage Views card. A grid shows any existing managed views, which you can filter by name, status, scope and creator.
Click New view.
Enter a name for the view. The layout editor opens with a blank canvas that represents Evo Navigator.
For each region, open the configuration sheet and choose the items to include. The left side shows the items available to you, which you can filter by product or search by name. The right side shows the items assigned to the view, in the order that users will see them.
Add, remove and reorder items until the region looks right. Regions you leave empty do not appear.
Choose who receives a managed view
In the layout editor, open the Share sheet.
Select one of the following sharing modes:
Members. Share with named users, up to 100 per view.
Groups. Share with organisation groups, up to 10 per view.
Organisation. Share with every user in your organisation.
Save your selection.
🤓 Tip: If you need to share a view with more than 100 named users, share it with a group or the whole organisation instead.
Publish a managed view
A managed view has two states:
Draft: The view is saved but no one else can see it. Use this state while you build and refine the layout.
Published: The view is live and recipients see it in their view switcher.
You can only publish a view when it contains at least one item and has at least one recipient. You can unpublish a view at any time without deleting it.
Edit, unpublish or delete a managed view
Action | What happens |
Edit a published view | Changes go live for recipients the next time they refresh Evo Navigator. Users do not receive a notification. |
Unpublish | The view disappears from recipients' view switchers. Anyone using it moves back to their Default view automatically. |
Delete | Recipients see the same effect as an unpublish. The view is also removed from the admin grid and you cannot recover it. |
⚠️ Important: Unpublish a managed view instead of deleting it if you may need it again. You cannot recover a deleted managed view.
To edit a published view:
Click Navigator Admin.
Click the Manage Views card.
Select the view that you want to change.
In the layout editor, add, remove or reorder items in each region.
Save your changes.
📌 Note: Users do not receive a notification when you change a view. They see the update the next time they refresh Evo Navigator.
If a user wants a different layout, they can create a personal view.
Unpublishing a view removes it from recipients' view switchers. Anyone who is using the view moves back to their Default view automatically. To unpublish a view:
Expand Navigator Admin.
Click the Manage Views card.
Select the view that you want to unpublish.
Select Unpublish.
📌 Note: You can only publish a view again when it contains at least one item and has at least one recipient.
Deleting a view removes it for recipients in the same way as unpublishing. The view is also removed from the admin grid, and you cannot recover it.
Expand Navigator Admin.
Click the Manage Views card.
Select the view that you want to delete.
Select Delete, then confirm.
🤓 Tip: Unpublish the view first and check that recipients are happy without it. You can then delete it with confidence.