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Manage views

Use Manage views to save, name, and switch between your favorite filtered views so you can quickly focus on the most relevant work.
Manage views help you:
  • Focus on the most relevant work faster.
  • Keep views consistent across work sessions.
  • Reduce time spent manually filtering and searching.
  • Support a consistent, streamlined workflow across your organization.

Default views and limits

The following default views are available:
  • Projects and tasks
  • Only projects
  • Only tasks
You can have up to
10
 total views, including the default views. Default views can't be deleted.

What you can do with manage views

With Manage views, you can:
  • Save any set of filters as a reusable view.
  • Name and describe views so they are easy to recognize.
  • Switch between views without losing context.
  • Create new views and edit existing views.
  • Rename views and delete views (except default views).

Create a new view

To create a new view:
  1. On the Project List, select
    Manage views
    .
  2. In the dropdown, select
    Add new
    .
  3. Enter a
    View name
    , then select
    Add view
    .
  4. Apply filters, manage columns, and add groups as needed to define the data subset for your new view.

Edit a saved view

To edit an existing view:
  1. Select an existing view.
  2. Change filters, columns, and groups as needed.
  3. Review your changes. Changes to the selected view are saved automatically.

Rename a saved view

To rename a saved view:
  1. Select
    Manage views
    .
  2. In the dropdown, select
    Rename
    .
  3. In the
    Rename view
     window, enter a new name.
  4. Select
    Rename
     to save the new name.

Delete a view

To delete a view:
  1. Select
    Manage views
    .
  2. In the dropdown, select
    Delete
    .
  3. Select the view to delete.
  4. Select
    Delete
     to verify. Default views can't be deleted.

This article applies to:

  • Product: Onvio
  • Audiences: Staff