Manage workspace saved views
Save, load, favourite and manage custom workspace views so you can quickly return to useful filter, sort and column setups.
This guide is designed for project manager.
Steps
Step 1: Open the workspace view controls
In your workspace, go to the area where filters, sorting and view mode are shown; this is where you will manage saved views.
Step 2: Configure your current workspace view
Adjust filters, sorting, view mode and visible columns until the workspace list shows exactly what you want to reuse later.
Step 3: Save the current configuration as a new view
Use the save view control to create a new saved view that captures your current filters, sort, view mode and columns, then give it a clear name.
Step 4: Load a saved view from the chip bar
Select a saved view chip to apply its filters, sort order, view mode and visible columns to the workspace list.
Step 5: Mark a saved view as a favourite
Click the star icon on a saved view to toggle it as a favourite so it is easier to spot and access.
Step 6: Rename an existing saved view
Use the edit option on a saved view to update its name so it better reflects its purpose or audience.
Step 7: Update a saved view with the current settings
After changing filters, sort, view mode or columns, choose the update option on an existing saved view to overwrite it with your current configuration.
Step 8: Delete a saved view you no longer need
Use the delete option to remove a saved view from the list; it will no longer appear in the chip bar or be available to load.
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Last updated: 2026-08-31