Saved views

How to save the search, filters and sorting of the People & relationships or Companies list as a view, open it with one click and share it with the team.

Checked against the app · 7 November 2026Open in the app

What it is for

A view is a saved search, filters, sorting and display of a list (columns and density). Instead of setting the filters again, you open the view with one click. Only you see a personal view; the whole team sees a team view.

How to

Save a view

  1. In People & relationships, set the search, filters and sorting.
  2. Click + in the views row above the list.
  3. Type a name. An admin can choose whether the view is personal or for the team.
  4. Confirm with Save. The view opens as a tab.

Open and change a view

  1. Click All views and choose a view. The Default tab brings back the list without filters.
  2. When you change the open view, a dot appears on its tab and the filters row shows Modified with the Save view button. A view you may not change (a team view for a member) is saved as a new one.
  3. More actions for the open view are in the All views menu: Pin as a tab (or Unpin tab), Rename…, Set as default, Copy link, Make team view (admin), Save as my copy… and Delete….

View tabs

  1. Open a view and choose Pin as a tab in the All views menu. The view appears as a tab after Default.
  2. Change the order of the tabs by dragging, or with the Alt+left and right arrow keys on a tab.
  3. An open view that is not pinned appears as a tab at the end until you close it.

Tabs are your personal choice: everyone pins different ones, team views too. They are remembered on all devices.

Good to know

  • A view also remembers the columns and density from the Display menu (for now in People & relationships). An older view without them uses your display from Default.
  • Set as default: the list then opens directly in this view. Without it, Default opens.
  • Switching to another view discards unsaved changes without asking.
  • A team view cannot contain your private labels or your personal list. Owner Me in a team view always means whoever opened the view.
  • When part of a view changes (a label was deleted, a member no longer owns anything), the view shows a notice. The list loads with the rest of the filter and you can save the corrected view.
  • The Default display (columns, density and filters pinned to the bar) is saved with your account, so it applies on all devices.
  • On a phone, instead of tabs there is only the All views choice with the name of the open view.
  • The Companies list has views too, for now with the view picker in the toolbar.

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