How to leverage saved views within a list

Create saved views within a list based on your personal preferences (i.e. filters, sorts, and showing specific fields while hiding others). Create private views for yourself or shared views for your team members to access as well.

Note: Saved views consist of the same data within a list. Removing a list entry from one saved view means it will be removed from the entire list, not just that saved view.

• How to create a saved view
• How to customize your saved view
• How to make a private view into a shared view
• How to pin a saved view for your team (List Owner and List Admins only)
• How to favorite a saved view for yourself
• How to update a saved view
• How to delete a saved view
  
  

How to create a saved view

1. Click the + icon at the very right of the saved views currently open.
2. Otherwise, apply filters, sorts, and manage columns to hide/show different columns on an existing view.
   1. Once you've made the relevant changes, click on the Save icon.
      
   2. Click Duplicate this view.
      
      
      
   3. Give your new saved view a name, then click Save.
      
      

How to customize your saved view

1. Customize your saved view by applying filters and sorts.
2. Learn more about the specific functionality that the Customize View sidebar has to offer.

How to make a private view into a shared view

1. Click the Lock icon, then click the Shared option.

2. You can decide to turn the toggle on to allow all users who have list access to be able to save changes and configure the view, or keep the toggle off and limit changes for this view to just the list owner and list admins.

   
   
   

3. For saved views that you created, you can always change them back to the Private option. You cannot change the permissions for saved views that you have not created.

How to pin a saved view for your team (List Owner and List Admins only)

Pinned Team Views will be shown by default to all team members who have access to a particular list. They will be pinned to the left side of your saved views and denoted with the Pin icon, right next to the Views navigator.

1. To replace the current team pinned view with another saved view, click the Views navigator.
2. Then, hover over the saved view that you'd like to designate as the new team pinned view.
3. Click the Pin icon to Pin as Team View.
   
   Note: At this time, you are only able to pin 3 views at a time - one for each type of view: Sheet, Board, and Dashboard.

How to favorite a saved view for yourself

The Star icon will now help you easily distinguish which saved views are your favorites. You can favorite both private views you created yourself, as well as shared views created by anyone on the team.

1. To favorite a saved view for yourself, click the Views navigator.
2. Then, hover over the saved view that you'd like to mark as a favorite and click the Star icon.
   

How to update a saved view

1. Make the necessary changes to the saved view, then click the Save icon and click Save changes.
2. If it is disabled for you, it means you are not the list owner/list admin. In that case, you can click Duplicate this view instead.
   

How to delete a saved view

1. Click the Views navigator on the left side and hover over the saved view that you'd like to delete.
2. Click on the Trash icon, then click Delete to confirm. Please note, you are not deleting the list entries from the list, you are simply deleting this view - the list entries will remain as is.