When to save a view
If you find yourself applying the same filters and layout over and over — same status, same project, same sort order — it's time to save the setup as a view. You give it a name, and the next time you want it back you load it with one click.
Good candidates for saved views include:
- My Packages This Week — filtered to the current project, sorted by start date
- Everything Blocked — filtered to
Blockedstatus across the company - Milestones Coming Up — filtered to type
Milestone, sorted by end date - Daily Stand-up Board — Kanban view grouped by status, filtered to one site
A saved view captures the layout (table, Kanban, Gantt, or split), all your filters (status, type, project), and any column-level filters or sort order you've set on the table.
Saving a view
- 1
Set the list up exactly the way you want it. Switch to the layout you prefer, apply the filters, and sort the columns.
- 2
Click the Saved Views dropdown above the list.
- 3
Choose Save current view.
- 4
Enter a name for the view and confirm.
The view is now saved against your account, ready to load whenever you need it.
Loading a saved view
Open the Saved Views dropdown and click the name of the view you want. The layout, filters, and sort order all snap back into place straight away — no need to set anything up by hand.
Renaming, updating, or deleting a saved view
From the same Saved Views dropdown you can also tidy up your saved views as your routine changes:
- Rename — give a view a clearer name if its purpose has shifted
- Update — push your current filters and layout into an existing view, replacing what was saved before
- Delete — remove a view you're no longer using
Layout is remembered even without a saved view
Even if you don't save anything, the list still remembers the last layout you used between sessions — your browser keeps track. Saved views sit on top of that, for the times when you want to flip between several named setups rather than just one.
Next steps
- Table view — for the filter bar and column-level filters that get captured in a saved view.
- Getting started with Work Packages — for an overview of the four layouts you can save.