How to use saved views?

A Saved view is a named set of table settings: filters, sort, columns, pinning, Table / Board mode, and board column field. Views appear in the sidebar under the selected table.

When you need this

  • You return to the same filters and columns regularly.
  • Several roles share one table — you need a Shared view.
  • You switch quickly between All records and Active.

Key terms

  • Main table — default view without saved settings.
  • Create saved view / Save view — save current state.
  • Update view — overwrite existing; Save as new view — copy.
  • Make shared for everyone — others see the view (Shared view).
  • Search (not persisted) — Search table is not part of a view.

Before you start

  • Records table is open.
  • Filter, Sort, Columns (and Board if needed) are configured.

Step-by-step

  1. Configure the table: filters, sort, visible columns, Table or Board.
  2. Click Create saved view (or Save view to update the current one).
  3. In Save table view:
    • View name — e.g. Active records.
    • Enable what to save: Filters, Sort, Column visibility, Pinned columns, Display mode (table / board), Board settings (column field).
    • Optionally Make shared for everyone.
  4. Click Save view.
  5. In the sidebar, Show saved views — pick a view from the list.
  6. To rename — Rename view; to remove — Delete view.

What happens next

Selecting a view applies saved settings. Update view writes new changes to the same view.

How to verify

  • Switching views restores filters and columns.
  • Shared view is visible to other users with access.
  • After reload, the view behaves the same.