Boards: Saved views

A saved view keeps a way to look at a board’s records. It stores filters and other view settings; it does not copy records.

Save and change a view

Open View options. Choose Save as new view, give the view a name, and choose Personal or Shared under Visibility. A personal view is yours. A shared view is available to the board’s other members.

Choose Update this view to save changed settings to the current view. Choose Duplicate view to make another copy. Use Rename view in the view’s options to change its name. Choose Set as default to open this view first. Choose Delete view to remove it. A board must keep at least one view.

Organize and find views

Use Section in View options to place a view under a section name. Choose All views to browse the list. Views appear under their section, or under Other views if they have no section. Personal views are marked Personal. The default view has a star. Type part of a name in Search views to find a view.

Create views for a period or option

Choose Create a view for each… in View options. Select a date, select, or status field. For a date field, choose Month, Quarter, or Year under Period. You can set From year (optional) and To year (optional). For a select or status field, each option gets a view.

For 2026 finances, create one view per month: select the Date field, choose Month, enter 2026 as both the start and end year, and set a section name such as 2026 finances. The preview shows twelve views, each filtered to that month’s dates. If a name already exists, choose Skip existing names or Rename duplicates.

Use relative date filters

Relative date filters move with the calendar. Choose Date period instead of Exact date in a date filter. Options include today, yesterday, this week, last week, next week, this month, last month, next month, this quarter, last quarter, this year, last year, year to date, last N days, next N days, before today, and after today. Set Number of days for an N-days filter. Weeks start on Monday.