Task Organization
Saving Custom Task Views
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:
- Apply the filters you want (assignee, project, status, priority, etc.).
- Choose Save View.
- Give it a name.
- Optionally set it as your default view, so it loads automatically next time.
- 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.
Still stuck?
Contact our support team
and we'll help you sort it out.
