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 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 (All user types)
• 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 make a private view into a shared view

1. Click the Lock icon, then click the Shared option.
   
   
   
2. 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".
   
   
   

How to favorite a saved view for yourself (All user types)

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.
3. Click the Star icon to "Mark as Favorite".
   
   
   

How to update a saved view

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

How to delete a saved view

1. Click the Views navigator on the left side.
2. Then, hover over the saved view that you'd like to delete.
3. Click on the Trash icon, then click Delete to confirm.
   Note: You are not deleting/removing the list entries, you are only deleting this particular configuration of data.