Saved Views

Save your filters, sort order, and view settings to quickly return to your preferred workspace configuration.

Saved Views let you capture and reuse your current view configuration — including filters, sorting, grouping, and column settings. Instead of manually re-applying filters each time, save your setup once and switch to it instantly.

What Gets Saved

A saved view captures your complete view state:

  • Filters — Search text, assignees, tags, date ranges, and advanced filters
  • Sorting — Sort field and direction (ascending/descending)
  • Grouping — Group by field and grouping options (for board and database views)
  • Column Settings — Hidden columns, pinned columns, and column order (database view only)
  • View Type — Board, Database, Calendar, Timeline, or Map
  • Timeline Settings — Zoom level, date configuration, dependency display mode, cascade, and critical path state (timeline view only)

Creating a Saved View

  1. Set up your view exactly how you want it — apply filters, sorting, and grouping
  2. Click the Views dropdown in the toolbar
  3. Click Save Current View
  4. Enter a name for your view
  5. Choose an icon to help identify it visually
  6. Click Save

Use descriptive names like “My Overdue Tasks” or “Q1 Sales Pipeline” so you can quickly find the right view later.

Applying a Saved View

Click the Views dropdown and select any saved view from the list. Your filters, sorting, and other settings will be applied instantly.

When a view is active:

  • The dropdown shows the view name instead of “Views”
  • A blue border appears around the dropdown button
  • The icon changes to match the active view’s type

Personal vs Shared Views

Personal Views are private to you. Only you can see, edit, or delete them.

Shared Views are visible to everyone in the workspace. This is useful for creating standard views that your whole team can use — like “All Open Tasks” or “This Week’s Deadlines”.

Only workspace owners and administrators can create shared views. Regular members can view and apply shared views but cannot edit or delete them. The creator of a shared view can always edit their own view.

Default Views

You can set a view to load automatically when you open a workspace.

Personal Default — Your preferred view that loads for you when entering the workspace. Set this by clicking the star icon on any view, or check “Set as my default” when creating a view.

Workspace Default — A view that loads for all workspace members who haven’t set their own default. Only administrators can set this.

When both exist, your personal default takes priority over the workspace default.

Updating a Saved View

When you modify filters or settings while a view is active, an asterisk (*) appears next to the view name indicating unsaved changes.

You have two options:

  • Update View — Save your changes to the existing view
  • Reset Changes — Discard changes and return to the saved configuration

If you want to keep the original view and save your modifications separately, use the Duplicate option to create a copy first.

Managing Views

Right-click or click the menu icon on any view to access these options:

  • Edit — Change the view name, icon, or sharing settings
  • Duplicate — Create a personal copy of the view
  • Set as Default — Make this your personal default view
  • Set as Workspace Default — Make this the default for all members (admin only)
  • Delete — Remove the view permanently

Sharing Views via URL

When you have a saved view active, the URL includes the view ID. You can share this URL with teammates — when they open it, the same view will be applied automatically (if they have access to it).