Saved views

Views save useful ways of looking at the same records without duplicating the project. They are shared presets; each person chooses which one is active.

What views are for

A view is a saved way to look at records. It can narrow the project to a useful slice of work without creating another project or copying rows.

What a view remembers

The status filter and selected tags
Sorting and the group-by column, including which groups are collapsed and which subgroup is pinned
Visible, hidden, and pinned columns, their order and widths
Row appearance: Compact, Normal, or Enriched
Which sections are open in the record card
The Calendar and Timelines configuration: view, date columns, grouping, colors, label column, and scale

Shared presets, personal choice

Views belong to the project, so everyone sees the same list. Which view is active is personal: two people can be in different views of the same project at the same time. Save a new view, update the current one, rename, or delete from the Views menu in the toolbar.

Good view patterns

All records: the main power-user view
Active now: rows that need attention today
Waiting: rows blocked by another person or event
Review: a cleaner view for sharing or handoff
This month: a Calendar view grouped by owner
Archive or done: completed rows kept out of the way

When to create a view

Create a view when people keep rebuilding the same filter, grouping, or field layout. Do not create a new view for every small preference. The goal is shared clarity.