Views
Views is a dedicated space for your saved task filters. Create views with filters, save them, and open them anytime exactly as you left them. A sidebar keeps everything organized - with sections, search, favorites, and archive.
Key benefits and use cases
- Everything in one place
Access standard views and all your saved views bundled in one location - Always start the same way
Your views open every time with the same filters and settings - Stay on the same page together
Share views with your team so everyone works with the same information - Save time and get started right away
Skip repetitive filtering and jump straight into work - Stay organized effortlessly
Keep on top of things by sorting, favoriting, and structuring views in your sidebar
Opening views
Navigate to views from the main menu
Click on Views in the left sidebar. You'll find this menu item at the top of the sidebar, right below Times.
If the sidebar is hidden, click the Views button to expand it.
Using standard views
Every user automatically gets these views:
- New Tasks
- My Tasks
- Private Tasks
Favorited views
You can save a view as a favorite using the star icon in the top right.
When a view (task filter) is marked as a Favorite, it appears in the Favorites section of your Views sidebar.
Creating and saving a new filter view
- Click the + button in the Filter section of your sidebar to create a new view.
- Set your filters (projects, users, status, due dates, custom fields, etc.)
- Click Save
Sharing a view
- Open a saved view
- Click Share
- Choose users, teams, or your entire workspace
- Set permissions (Read or Edit)
Tip: Share views with edit permissions if you want to work on them together, or read-only to keep everyone on the same page without making changes.
Finding views shared with you
Under Shared with me you can see all filters that were shared with you, your team, or your workspace.
Archiving a view
You can archive any view - personal or shared - to remove it from your sidebar without deleting it or affecting others.
- Click the action button on a view
- Select Archive
Archived filters appear in the Archived Filters section. The Archive area only shows up if at least one view is archived.
Archived filters cannot be changed while they're archived.
Restoring a view
- Scroll to the Archived section in your sidebar
- Click the action button on the archived view
- Select Restore
- The view returns to its original section
Important things to know about archiving
- Archiving is personal - it only affects your sidebar. Other users won't see any change
- The person who owns the view is not notified when you archive it
- Archived views are read-only
- Archived views are still accessible through search and direct URL
- Archived views cannot be used in dashboard widgets
Deleting views
- Click the three-dot menu on a filter
- Select Delete filter
Important: Deleted filters cannot be restored.
Reordering views in the sidebar
You can reorder filters in your Views sidebar using drag and drop.
Standard and archived filters cannot be reordered.
Managing views in your sidebar
- Search views: Find saved views by name
- Reorder views: Drag and drop views within sections
- Favorite views: Mark important views for quick access using the star icon in the top right
- Collapse and expand sections: Keep your sidebar clean and focused
- Archive a view: Hide a view from your sidebar without deleting it
- Smart sections: Favorites, Shared with me, and Archived only show up if they contain at least one view
Best practices
- Save filters you use often
Save recurring views once and skip the double work - Use clear names
Pick simple, easy-to-understand names so everyone knows what each view is about - Share strategically
Only share views that are actually relevant - Favorite your important views
Mark your most important views so you can find them quickly anytime - Set team standards
Create shared views for typical workflows (like daily triage or sprint planning)
Pro tip: Create role-based views (for example, for managers or specific teams) to stay focused and cut down on distractions.
FAQ
Can I share views with my team?
Yes. You can share views with individual users, teams, or your entire workspace - with read or edit permissions.
Can I edit a shared view?
Yes, if you have edit permissions. Otherwise, you only have read access.
What happens if I change a view that's shared?
If you have edit permissions, everyone the view is shared with will see your changes right away once you save them.
Can I create private views?
Yes. If you don't share a view, it stays visible only to you.
Can I organize my views?
Yes. You can reorder, favorite, and archive views in your sidebar and collapse or expand sections.
Can I create views across multiple projects?
Yes - create a filter view without project restrictions and it'll show tasks from all your projects.
Can I create private tasks directly in the view?
Yes. In the "Private Tasks" view, you'll see a placeholder row at the top of the list. Click on it to create a new private task directly in the view.
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