Learn · Ways of seeing · 2 min read

Saved views

You'll find yourself rebuilding the same view: board by Status, filtered to your team, this milestone only. Save it instead.

Saving

Set up the view you want (view type, grouping, filters, sort, timeline zoom) and press ⌘D. The view gets a name and appears in the sidebar under Views. From then on it's one click.

A saved view remembers everything about how you were looking: board versus table versus timeline, one grouping or two, every filter, the sort order, even which columns you'd collapsed.

Personal and shared

Views can be personal (your own working set, invisible to others) or shared with the space, for views the whole team navigates by: "By client", "This cycle", "Blocked work".

This is the quiet payoff of one-list-many-views: the project lead lives in the timeline, the designer in a board filtered to design work, the accountant in a table filtered to what's due soon, all looking at the same items, nobody maintaining a copy.

Going further

Views are part of the space's structure, so they're included when a space is published as a template. A new project starts with its standard ways of looking already in place.
A view's URL is shareable; sending a colleague a link puts them in exactly the view you see.