Saved filter views

  • Updated

A Saved View is a way to reuse frequently-used filter combinations. You create a saved view from the Plan module.

Create a saved view

  1. Go to Plan.
  2. Click Filters to expand the filters column and make your selections. 
  3. Click Save View.
  4. Enter a name for your saved filter.
  5. Optionally, enter a description for it.
  6. Click Save.

Manage saved views

Your saved views are in the top bar of the Plan module.


Hover on a saved view and open 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

  1. Click Share view to share it with users, teams, or organizations.
  2. If the view has not been saved yet, enter a View Name.
  3. Enter the name of the user, team, or organization with whom you want to share the view and make your selection. You can have multiple entries. 
  4. Select Can Edit or Can View from the drop-down list for the permission you want to apply for sharing this view. 

  5. You can select the Notify Users and Send a copy to myself checkboxes.
  6. 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?

Only the view creator can share a private filter.

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.