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Saved Views

Easily adjust columns, apply filters, and save custom views with the Saved Views feature

Updated over 3 months ago

The Saved Views feature allows users to customize their workspace by adjusting visible columns and applying filters, making it easier to focus on relevant data. Users can create and manage personal or company-wide shared views, ensuring team consistency.

With Saved Views, users can:

  • Show or hide specific columns to tailor their data display.

  • Apply and save filters for quick access to relevant information.

  • Set a Saved View as the default for a streamlined workflow.

  • Easily switch between different views based on their needs.

Saved Views can be created and edited through the “View options” or “Add filter” menu, giving users flexibility in organizing their workspace efficiently. If you want more detailed instructions on creating a saved view, check this article.

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