Saved views allow you to create a private view for yourself to easily access later or share a common view of columns and filters with your team. Once you have set the view the way you want to present it, you are ready to save this dynamic view. No need to manually update it! As people or organizations are added to the list that fit the requirements of that saved view, they will automatically be added to it.
Follow these instructions to create a private saved view:
- Once you are satisfied with your list view, click on Save Icon.
- Select Save a copy of this view.
- In the popup window name your new view.
Update the private saved view to a shared team view:
- Select the person icon.
- Select Everybody on my team.