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Manage workspace register filters and saved views

Use the workspace filter bar to quickly switch presets and apply saved views to your register.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the workspace register with filters​

Navigate to your workspace register page and locate the "Filter the register" bar at the top, which shows filter chips for your current view.

Open the workspace register with filters

Step 2: Choose a preset filter for the register​

In the "Filter the register" bar, select a preset such as "Everything", "Due this week", or "Overdue or delayed" to instantly update which paperwork appears in the register.

Choose a preset filter for the register

Step 3: Review that presets are always paperwork-focused​

Check the preset labels in the filter bar to confirm they refer to paperwork and never use the generic term "items", ensuring consistent language across the workspace.

Review that presets are always paperwork-focused

Step 4: Apply a saved view from the same filter bar​

In the same filter bar, move past the presets to the secondary group and select a saved view, such as "My overdue" or "Cladding chase-up", to load its predefined filters.

Apply a saved view from the same filter bar

Step 5: Switch between presets and saved views as needed​

Continue clicking different presets or saved views in the bar to compare alternative ways of filtering the register without opening any additional menus.

Switch between presets and saved views as needed

Last updated: 2026-08-31