# 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

- [x] Records table is open.
- [x] **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.

## Related guides

- [Filter records](./filter-records.md)
- [Sort records](./sort-records.md)
- [Use kanban view](./use-kanban-view.md)
- [View table records](./view-model-records.md)