Use filters and display settings to customize a saved view of your tasks, projects, or programs. Share these with others, or keep them private to yourself.
Create a saved view
Navigate to the listing page for Tasks, Projects, or Programs from the Browse menu.
Apply any Filters that you are interested in adding for this saved view.
Apply settings from the top toolbar such as Group by and Sort by
Grouping by Assignee or Tag can be an easy way to create a dashboard of work for different parts of the organization.
Once you are satisfied with the filters and display settings applied, click on the Save icon at the top > Save as…
Enter a name for the saved view, and choose the Visibility of the view.
Private: View will only be visible to you
Shared with my organization: View will be visible to everyone in the organization
Edit a saved view
From the saved view you want to update, edit the filters and display settings as needed
Use the Save button at the top to Save updates or save it as a new view by clicking Save as…
Click the
...button to change the name of the view or update the sharing settings of the view
View saved views
Use the left sidebar to view all of the saved views of that type (e.g., Task, Project, or Program)
Use the ❤️ icon on the top menu to view all of the saved views that you have access to
