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A saved view is a task filter you named and kept. Instead of ticking the same boxes every morning, you click the view once.

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What is a saved view?

A saved view is a name plus a filter expression. Applying it sets the filter back to exactly what you saved. Two properties matter more than anything else:
Saved task views and saved reports are different things. A saved report is a whole report definition – source, columns, grouping, schedule and sharing. See /reports/saved-reports.

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What a view saves

A task view stores the filter conditions that were active when you saved it. The filter strip offers two sets of chips: Ticking chips inside one group means “any of these”. The two groups combine, so In progress plus Urgent means work that is in progress and urgent. The stored expression uses the same shape as every other filter in the product – a field, an operator and a value. See /tasks/filters-and-sorting for what those operators mean.

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Save a view

1

Set the filter you want

Click the status and priority chips until the list shows what you want. Active chips are highlighted.
2

Name it

Type into the Name this view… field.
3

Click Save this view

A toast confirms “View saved.” The new view appears in the row beside the field.
The Save this view button stays disabled until two things are true: the name is not blank, and at least one filter chip is active. Saving an empty filter would produce a view that matches everything, which is the same as no view at all. Names can be up to 120 characters.

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Apply a view

Click the view’s name. The chips snap to the saved combination and the list narrows immediately. The active view is marked so you can see which one you are in. Changing a chip by hand detaches the marker – the current filter is no longer the saved one.

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Clear a filter

A Clear button appears whenever a filter is active. It clears every chip and detaches the active view. It does not delete anything.

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Remove a view

1

Click the X on the view

A confirmation modal opens. It names the view and states what happens.
2

Confirm

A toast confirms “View removed.”
Removing a view is a recoverable delete. Nothing is destroyed – the view moves to Trash and can be restored until the retention window ends. Recover it from /settings/trash.

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Example

Sarah Lin ends every day the same way: she checks what is still in progress and anything urgent. She ticks In progress and Urgent, types My hot list into the name field, and clicks Save this view. Tomorrow morning she clicks My hot list once and the filter is back. Priya Raman, working in the same workspace, never sees My hot list. Views are personal, and she keeps her own called Needs review.

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Options and settings

When you have no views yet, the row reads “No saved views yet. Filter tasks, then save the view for one-click access.”

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Permissions

Saving a personal view needs no special capability. It grants no access to anything – a view narrows data you could already query. A view belonging to another person, or another workspace, is refused outright. There is no shared or workspace-wide task view – if you want a filter the whole team uses, build it as a report and share that. See /reports/share-a-report.

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What happens next

  • Applying a view narrows the task list on screen. It changes nothing about the tasks themselves.
  • Views do not sync between people, and they are not part of a workspace export of your data.
  • A removed view stops appearing straight away and sits in Trash until the retention window ends.

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Common questions

No. Task views are personal by design. For something the whole workspace uses, build a report and share it – see /reports/saved-reports.
Apply it, change the chips, then save it under a new name. There is no in-place edit.
There is no fixed limit. Views are listed by name, so a short, clear name keeps the row readable.
No. A view stores filter conditions. Grouping, sorting and display choices are set on the board each time.
No. A view is a lens over tasks. Removing it changes nothing about the work.

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Troubleshooting

Either the name field is empty or no filter chip is active. Both are needed.
On the project Board tab, live filtering is done through the Filter popover in the toolbar, which covers assignee, priority and section – see /tasks/filters-and-sorting. Saved, named, reusable definitions for reporting live in /reports/saved-reports.
Look in Trash. Removing a view is recoverable until the retention window ends – see /settings/trash.
A filter that matches nothing shows nothing – that is not an error. Click Clear to see the full list again.

Filters and sorting

Every field, operator and combinator.

Saved reports

Shareable, schedulable saved definitions.

Task views

List, board and the day view.

Trash

Where a removed view goes.

Archive, trash and delete

The three states, explained once.