Overview
If you regularly work with the same set of columns and filters, don’t rebuild it every time. Save your setup as a custom view and access it in seconds.
Key benefits
Save filtered views for quick reuse
Switch between views instantly
Favorite important views for one-click access
How to save a new view
Click Save view
Enter a name for your view
Click Save
How to access a saved view
Open the view selector
Select your saved view
How to add a view to favorites
Open the view selector
Click on the three dots next to your view
Click Mark as favorite
Pro tip: Favorite the views you use weekly to keep your workflow faster.
How to edit a saved view
Open the view selector and select the saved view you want to edit
Add or update the columns and/or filters as needed
Click Update view to save your changes
If you want to keep the original view and save your changes as a separate view, click Save as new instead.
How to delete a saved view
Select the saved view from the view selector
Click on the three dots
Click Delete
Once deleted, the view cannot be restored.
FAQs
Can I edit a saved view?
To modify a view, apply it first, adjust the columns or filters, then update the view or save it again as a new view.
Can I have multiple favorite views?
Yes. You can favorite multiple views for faster access in the All Users tab.