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Save your perfect combination of filters, sorting, and display settings as a view. Access your custom workflows instantly without recreating complex setups. [image]

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Creating a Saved View

  1. Apply your desired filters
  2. Set sort preferences
  3. Choose visible properties
  4. Select layout (table or kanban)
  5. Click Save view
  6. Name your view
  7. Choose visibility (personal or team)
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Give views descriptive names like “Q1 Roadmap” or “iOS Bug Triage” so they’re easy to find later.

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What Gets Saved

Views remember everything about your setup: Filters - All active filter criteria Sort order - Which field and direction
Layout - Table or kanban display Visible properties - Selected columns Property order - Column arrangement Group by - Kanban organization

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Managing Saved Views

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Access Views

Click the view selector dropdown to see:
  • Default views (All, My Features)
  • Your personal views
  • Team views (shared)

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Edit Views

  1. Load the view
  2. Make changes to filters or display
  3. Click Update view
  4. Changes save automatically

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Delete Views

  1. Load the view
  2. Click View settings (…)
  3. Select Delete view
  4. Confirm deletion
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Personal vs Team Views

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Personal Views

  • Only visible to you
  • Unlimited creation
  • Perfect for individual workflows
  • No impact on other users

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Team Views

  • Visible to everyone
  • Created by Admins and Makers
  • Maintain team alignment
  • Shared perspectives
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Contributors can use team views but cannot create them. They can create unlimited personal views.

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View Best Practices

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Naming Conventions

Use clear, descriptive names:
  • ❌ “View 1”, “Test”
  • ✅ “Sprint 23 Planning”, “Customer Bugs”

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Regular Maintenance

  • Review views quarterly
  • Delete unused views
  • Update filters as workflow changes
  • Consolidate similar views

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Team Alignment

  • Create team views for shared workflows
  • Document view purposes
  • Train team on available views
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Quick Tips

Star favorites - Pin frequently used views to the top Duplicate views - Start from existing view and modify Share view links - Copy URL to share current view state Export from views - Download filtered feature lists

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Common View Patterns

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Sprint Planning

  • Filter: Status = Planned
  • Sort: Priority descending
  • Group by: Assignee

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Bug Tracking

  • Filter: Type = Bug, Status ≠ Released
  • Sort: Created date (oldest first)
  • Visible: Priority, Customer impact

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Roadmap Review

  • Filter: Target date = This quarter
  • Sort: Status, then Priority
  • Group by: Product area
[image] Ready to collaborate? Learn about team views →