Create and update different list views by applying filters, adjusting columns, and setting sort preferences on your list views.
Steps to follow:- Navigate to any list on your project, for example a ticket list, and click the cogwheel to open your saved views.
- Apply your filter options from the menu to narrow down your search, such as status, category, or other criteria.
- Select which columns you want to prioritise in the list, then drag and drop to rearrange the order.
- Name your filter view, choose whether it is a personal view only or set to public for others to access.
- Once configured, save the filter view and your selected filters will always show or switch between different views:
- From the Default View dropdown, choose one of your saved filter views (personal or public).
- Upon selection, the ticket list automatically updates based on the preset filters and settings applied in that view.
- If you're the creator of a view, locate the settings cogwheel next to the saved view and click to make edits.
- Modify the name, filters, sorting, or other configurations as needed and save the changes.
- If you do not wish to apply a saved view or filter, clear all filters via the filter menu. This action will also clear related URL settings.
- Admins or form moderators can configure default filter views that apply to all users. You can quickly return to this default view by selecting it from the dropdown.
- When creating a filter view, select the Save as Public Template option to make it available to your team. Public views can help align workflows by ensuring everyone accesses the same organised information.
Quick Tips:
- Use the Create View option to save specific configurations for repetitive tasks.
- Leverage public views to foster team collaboration.
- Don’t worry about losing your filters—saved views are retained until you modify or clear them.