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A view is a saved way to look at a table. For example, keep an All projects view and an Active projects view with completed work filtered out.
Views share the same records. Editing or deleting a record in one view changes the underlying table. Hiding fields or filtering records does not set access permissions.

Create views

  1. Open Grid view, or the name of your current view, above the table.
  2. Select Create view.
  3. Enter a View Name, then select Create View.
Create View dialog with Active projects entered as the view name.

Name views after the work they help you do.

New views start with fresh settings. To reuse an existing view’s setup, open its menu in the view list and choose Duplicate.

Sort, hide, and filter

Use the toolbar above the table:
  • Sort: Choose a field and direction. Add another sort to break ties, such as priority followed by due date.
  • Hide fields: Choose which columns appear in this view. Show them again from the same menu.
  • Filter: Add a condition using a field, a comparison, and a value. Combine conditions to narrow the results.
Projects table with a filter where Status is not Done.

An Active projects view can show only records that still need work.

For example, filter Status to exclude Done, hide notes you don’t need, and sort by Due date. Switch back to another view whenever you need a different perspective.

Manage saved views

Open the view list, then the menu beside a view to rename, duplicate, or delete it. Deleting a view removes that view’s setup, not the table’s records. Each table must keep at least one view. If a record seems to be missing, check the current view’s filters first. A record can disappear from a filtered view when you change its status or another filtered value.
Last modified on October 22, 2026