Saved filter views for Collaboration
5 min
Create a saved view from the Plan module to reuse frequently used filter combinations.
Create a saved view
- Go to Plan.
- Click Filters to expand the filters column and make your selections.
- Click Save View.
- Enter a name for your saved view.
- (Optional) Enter a description.
- Click Save.
Manage saved views
Your saved views are in the top bar of the Plan module.
Hover your cursor over a saved view and click More (...) to select one of the following options:
- Copy View – Copy a private or public view.
- Delete View – Delete a view that you created.
- Share View – Share the view with your colleague or team.
Share a view
- Click Share View to share it with users, teams, or organizations.
- If you have not saved the view yet, enter a View Name.
- Enter and select the name of the user, team, or organization that you want to share the view with. You can have multiple entries.
- Select Can Edit or Can View from the drop-down list for the permission you want to apply for sharing this view.
- You can select the Notify Users and Send a copy to myself checkboxes.
- Click Share.
Questions and answers
Who can see a view?
When created, saved views are private to the creator but can be shared with the whole organization by making them public.
Who can share a view?
A private filter can only be shared by the creator.
Who can edit or delete a view?
Only the view creator can edit or delete a saved filter view, whether public or private.
Who can copy a view?
Anyone in an instance can copy a shared, saved filter and save it with a different name with additional edits to the filter.