How to Save a View
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Apply your preferred Job Filters and Adjustments.
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Select Views from the top bar.
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Choose one of the following options:
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Save current state as Private View
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Save current state as Shared View
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Enter a name for your view.
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Click Save.
Once saved, the view will be available from the Jobs → Views menu.
Shared Views
Shared Views allow multiple team members to access the same job dashboard.
This is particularly useful for:
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Weekly team meetings
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Monday stand-ups
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End-of-month reviews
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Monitoring deadlines
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Resource planning
To create a shared view:
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Apply your preferred filters and layout.
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Select Views.
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Choose Save current state as Shared View.
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Name the view and click Save.
The view will now be available to other members of your team.
Managing Views
To manage your saved views:
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Select Views
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Click Manage Views
From here you can:
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Rename a view
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Overwrite the current view settings
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Delete a view
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Toggle sharing on or off
If you no longer want a view to be shared, simply toggle off the Share icon to make it private.
You will also see any views created by other team members that have been shared with you.
