Overview
A Saved View captures a specific configuration of your board — including the view type, visible columns, filters, sorting, grouping, and column order. Switch between saved views with one click to see your data from different perspectives.Creating a Saved View
Configure the Board
Set up your board exactly how you want it: choose a view type, apply filters, set sorting, group by a column, hide/show columns, and resize columns.
Save the View
Click the Save View button (or the ”+” icon next to existing view tabs) in the view toolbar.
What is Saved
A saved view stores the following configuration:| Setting | Saved |
|---|---|
| View type (Board, Table, Timeline, Calendar, Visual) | Yes |
| Filters and filter logic | Yes |
| Sort columns and directions | Yes |
| Group by column | Yes |
| Visible/hidden columns | Yes |
| Column order and widths | Yes |
| Color coding column | Yes |
| Kanban column (for Board view) | Yes |
| Date mapping (for Timeline/Calendar) | Yes |
| Zoom level (for Timeline) | Yes |
Saved views are configurations, not snapshots. They always display the latest data matching the saved criteria.
Managing Views
Switching Views
Saved views appear as tabs at the top of the board. Click any tab to switch to that view instantly.Editing a View
Make changes to the board configuration and click the view name dropdown, then Update View to save the changes.Reordering Views
Drag view tabs left and right to reorder them. The first tab is the default view shown when opening the board.Setting a Default View
Right-click a view tab and select Set as Default. This view will be shown first when anyone opens the board.Duplicating a View
Right-click a view tab and select Duplicate to create a copy. Useful for creating variations of an existing view.Deleting a View
Right-click a view tab and select Delete. The underlying data is never affected — only the view configuration is removed.Common View Setups
My Tasks
My Tasks
Filter: Assignee is me | Sort: Due Date ascending | View: Table
Overdue Items
Overdue Items
Filter: Due Date is before today AND Status is not Done | Sort: Due Date ascending | View: Table with red highlighting
Sprint Board
Sprint Board
Filter: Sprint is current sprint | Group By: Status | View: Board (Kanban)
Team Workload
Team Workload
Group By: Assignee | Sort: Priority descending | View: Table showing summary row counts
Quarterly Roadmap
Quarterly Roadmap
Filter: Date is this quarter | View: Timeline grouped by Epic
Shared vs Private Views
| Private | Shared | |
|---|---|---|
| Visible to | Only you | All board members |
| Editable by | Only you | Board admins |
| Appears in tabs | Only for you | For everyone |
| Can be set as default | For yourself only | For all members |