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Manage saved task views

Save your current task filters as reusable views and remove views you no longer need.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the saved views controls​

Locate the bookmark icon in the task toolbar to open the saved views controls; this is where you can save your current filter setup as a named view.

Open the saved views controls

Step 2: Enter a name and sharing preference for the view​

In the popover that appears, type a clear name for the view and, if available, choose whether the view should be shared with your team before saving.

Enter a name and sharing preference for the view

Step 3: Save the current filters as a view​

Confirm the action to create the saved view; your current filters, view mode and sort order are stored and the new view appears in the saved views chip bar above.

Save the current filters as a view

Step 4: Use the outside click to close the popover​

Click anywhere outside the popover to close it without saving changes; this lets you return to your task list without creating a new view.

Use the outside click to close the popover

Step 5: Delete an existing saved view​

In the saved views management area, select the delete control (such as the X icon) on a view you no longer need to remove it from the chip bar.

Delete an existing saved view

Last updated: 2026-08-31