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Create Saved Filtered Workflow Views
Create Saved Filtered Workflow Views

Create saved workflow views and custom reports to declutter your view and see the work that matters most to you

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a week ago

Save Your Filtered Workflow Views

We added this feature because we didn't want you to apply the same filters multiple times a day. This new feature will allow you to save multiple filtered views, and even set a default view. By creating a default view you'll be able to control the work you see every time you go to your workflow dashboard. You can create saved views on the project view, calendar view, and task view.

You can stack the filters, tags, and search bar to create various views that give you visibility into your workflow. The possibilities are endless but here are a few examples of views that you can create:

  • Work in my queue (Filter: Show who's next + Assignee: Me)

  • Bookkeeping due this week (Search: Bookkeeping + Due Date: This week)

  • Tax returns due this week (Search: Tax returns + Due Date: This week)

  • Work due this week on hold ( Filter: This week + Tag: Waiting on client info)

To create your first view you will need to apply one or multiple filters. Once you apply the filters to your view you will be able to select "Create View", then you will have the option to set it as your default view by marking the checkbox.

Once views are created, you can always go back and manage or edit them. You will do that by selecting the Choose View drop down menu, and selecting "Manage views". Below "Manage views" will be the list of your views that you can easily switch between.

When you save a view, you will have two options. The ability to "Save Changes" to the current saved view applied or "Save a new view" which will create a new saved view that you will be able to select in your "Saved Views" dropdown menu.

If you want to create another view, you will need to select "Clear Filters" button.

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