Saved Views

Saved Views let you create custom filters and quickly switch between different task perspectives. Save time by jumping directly to the views you use most.

What Are Saved Views?

Saved Views are preset filters that show specific subsets of tasks:

Creating a View

Step 1: Apply Filters

1. Go to Projects > Tasks
2. Click Filter button
3. Apply desired filters:

Step 2: Save the View

1. Click Save as View
2. Enter a name:
   • "My Tasks"
   • "High Priority"
   • "Website Project"
3. Choose visibility:
   • Just me — Personal view
   • Team — Shared with project team
   • Workspace — Shared with all
4. Click Save

Using Views

Switching Views

1. Look for the Views dropdown at the top of the tasks page
2. Click to see available views
3. Select a view to apply its filters

Favorite Views

Mark frequently used views:

1. Find the view in the dropdown
2. Click the ★ (star) icon
3. View appears in quick access bar

To unfavorite, click the star again.

Default View

Set a view to load automatically:

1. Open the view you want as default
2. Click ... menu
3. Select Set as Default
4. This view loads when you open Projects

Editing Views

Modify Filters

1. Load the view
2. Adjust filters as needed
3. Click Update View
4. Or click Save as New to create a variant

Rename View

1. Click ... menu on the view
2. Select Rename
3. Enter new name
4. Save

Change Visibility

1. Click ... menu
2. Select Change Visibility
3. Choose new sharing level
4. Confirm

Shared Views

Team Views

Views shared with your team:

• All team members can see
• Can be used by anyone
• Only creator can edit

Workspace Views

Organization-wide views:

• Available to everyone
• Useful for standard reports
• Managed by admins

View Permissions

Best Practices

View Naming

Use consistent conventions:

[Scope] - [Filter]
My Tasks - High Priority
Team - This Cycle
Website Project - In Progress

Common Views to Create

For Individuals:

• My open tasks
• My overdue items
• Tasks due this week

For Teams:

• Current sprint/cycle
• Unassigned tasks
• Ready for review
• Backlog

For Managers:

• Team workload
• Blocked tasks
• High priority across projects

Cleaning Up

Review views periodically:

• Delete unused personal views
• Archive outdated shared views
• Consolidate similar views
• Document complex filters

Next Steps

• Tasks — Use views with tasks
• Cycles — Filter by iterations
• Project Settings — Default views per project