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Default saved views

How to set a default saved view that applies across your whole team.

Saved views are the views your team sees when they open pages, such as Events, Projects, etc. Default saved views work for your whole team, so everyone lands on the same filtered, grouped view, the one that makes sense for how you work.

You can set a default view for: Schedule, Projects, Events, Incidents, Timesheets, and Vendors pages.

Setting a default view

  1. Go to Workspace settings via the gear icon.

  2. Click Saved views.

  3. For each page, choose the shared saved view you want to set as the default.

  4. Save.

Only Shared saved views can be set as workspace defaults, personal views are not available here.

If someone has set their own default saved view for a page, that takes priority over the workspace default. The workspace default saved views only apply to users who haven't set one of their own.

FAQ

How do I create a shared saved view?

Go to the page you want to create the view for, set up your filters and grouping, then click Saved views → Add new view. Toggle the view to Shared before saving.

What happens if I delete a saved view that is set as the workspace default?

The workspace default is cleared, and the page falls back to the standard unfiltered view.

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