Views
Show an object's records as a table or a board, filter, sort and group them, and save the view for yourself, your team or everyone.
Who can do this: Anyone who can edit records saves views; sharing with the whole organization takes Organization settings.
A view is a way to look at an object's records: which ones, in what order, with which columns. Set one up on the list, then save it to come back to it or share it.
Table and board#
Every object opens as a Table. An object with a pipeline also opens as a Board: one column for each stage, and a card for each record. Drag a card to another stage, or use its menu's Move to.
An object of your own offers these two. It has no calendar, agenda or timeline.
Shape the list#
- Filters: Add filter narrows the records by a property. A filter can name me, my team or today, so it stays true for whoever opens it and on any day.
- Sort: click a column's header.
- Group by: in a table, group the rows by a Select property, or None.
- Columns: choose which properties show, and their order. Drag a column's edge to change its width.
- Page size: 25, 50 or 100 rows.
Chips beside the filters, such as All, My records and Unassigned, are quick filters, not saved views.
Save a view#
Set up the list#
Choose the layout, the filters, the sort, the grouping and the columns.
Save it#
Open the Views menu, named for the view on screen once one is saved, and choose New view. Give it a View name.
Choose who sees it#
Under Who can see it, pick Only me, My team or Everyone in the organization, then Save.
A saved view keeps its layout, columns, filters, sort, grouping, page size and column widths. Change any of them later and the list offers Update view, or Reset to go back. To land on it every time, choose Open this view by default.
Who sees a saved view#
| Who can see it | Who opens it |
|---|---|
| Only me | You |
| My team | You and the people in your teams |
| Everyone in the organization | Everyone. Only a role with Organization settings can share this way |
A shared view never widens access: each person sees only the records their role and sharing allow. Only the person who saved a view can update, rename, share or delete it. Others can Duplicate it and change their copy. Delete view removes it for everyone it was shared with, and it cannot be restored. The records stay untouched.
Viewers can use shared views but cannot save their own.
Pins and All views#
The Views menu lists the views you pinned, your other views and the ones shared with you. The star on a row pins a view, up to 50, and a pin is yours alone. All views lists every view you can open, by area.
Limits#
A saved view holds up to 40 columns and 20 filters.
FAQ#
Why does a shared view open as another view for me?#
It uses a property you cannot read. The list says so, names the property, and shows another view instead.