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  • Create a Saved view
  • Manage Saved Views
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  1. Dashboard
  2. Table actions

Saved views

PreviousFiltering in dashboard listsNextBulk actions

Last updated 5 months ago

Create a Saved view

1

Apply filters and create view

Use the available filter options to customize your table view and cick on "Create view".

2

Name view and choose visibility

Name the view and decide whether it is for personal use (private) or visible to everyone in the workspace (shared). Note: Only admins can create views for everyone.

3

Favorite the view

Optionally, click the star icon to mark the view as a favorite. Favorited views will appear on the for quick access.

4

Save the view

Click "Save." The new view will now appear in the list of views above the filters.

Manage Saved Views

  • Edit Views: Click the pen icon next to your saved views to rename, rearrange, delete or favorite them for better organization.

  • Update a View: Select an existing view, make changes (e.g., add/remove filters), and click "Update view" to save the modifications.

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