Manage views

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

Projects and tasks
Only projects
Only tasks

What you can do with manage views

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

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

Edit a saved view

Select an existing view.
Change filters, columns, and groups as needed.
Review your changes. Changes to the selected view are saved automatically.

Rename a saved view

Select
Manage views
.
In the dropdown, select
Rename
.
In the
Rename view
window, enter a new name.
Select
Rename
to save the new name.

Delete a view

Select
Manage views
.
In the dropdown, select
Delete
.
Select the view to delete.
Select
Delete
to verify. Default views can't be deleted.