Task Organization

Saving Custom Task Views

Last updated September 14, 2026  ·  1 min read

If you regularly filter your task list the same way, you can save that combination as a named view instead of rebuilding it every time.

To save a view:

  1. Apply the filters you want (assignee, project, status, priority, etc.).
  2. Choose Save View.
  3. Give it a name.
  4. Optionally set it as your default view, so it loads automatically next time.
  5. Save

Good to know:

  • Saved views are personal they don’t change what anyone else sees in their own task list.
  • You can save more than one view and switch between them as needed.
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