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Saved Views

Saved views let you persist a combination of view type, filters, sorts, grouping, and column visibility so you can switch between different perspectives on your data with one click.

What a Saved View Captures​

A saved view stores the following settings:

  • View type — Board, Table, Timeline, or Calendar.
  • Filters — All active filter rules and their AND/OR logic.
  • Sorts — Sort columns and their order.
  • Grouping — Which field items are grouped by.
  • Column visibility — Which fields/columns are shown or hidden.
  • Column order — The arrangement of columns in Table view.
  • Column widths — Custom widths for Table view columns.
  • Card fields — Which fields are displayed on Board view cards.

Creating a Saved View​

  1. Configure the view exactly how you want it — apply filters, sorts, grouping, and column settings.
  2. Click Save View in the top bar (or click the view dropdown and select Save Current View).
  3. Enter a name for the view (e.g., "My Open Tasks", "Sprint Backlog", "Overdue Items").
  4. Choose the view scope:
    • Personal — Only you can see and access this view.
    • Shared — All workspace members can see and access this view.
  5. Click Save.

Switching Between Views​

Saved views appear in the view dropdown next to the view type switcher in the top bar:

  1. Click the view dropdown.
  2. See a list of your personal views and shared views.
  3. Click a view name to apply it instantly.

Editing a Saved View​

  1. Switch to the saved view.
  2. Modify the filters, sorts, or other settings.
  3. Click the view dropdown and select Update Current View to overwrite the saved configuration.

Alternatively, click Save as New View to create a separate view with the new settings while keeping the original unchanged.

Default View​

Workspace admins can set a saved view as the default view for a board:

  1. Switch to the desired saved view.
  2. Click the view dropdown and select Set as Default.
  3. When anyone navigates to this board, they see this view by default.

Individual users can override the default by setting their own preferred view.

Deleting a Saved View​

  1. Click the view dropdown.
  2. Hover over the view you want to remove.
  3. Click the trash icon.
  4. Confirm deletion. Personal views are deleted immediately. Shared views require workspace admin permission to delete.