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Create a saved view

1

Open the right scope

Start from a workspace, team, or project record list—or from the projects list itself.
2

Set filters

Add the conditions that define the working set.
3

Configure the display

Choose columns, sorting, grouping, and table or board layout when supported.
4

Save

Choose Save, enter a clear name and optional description, then create the view.

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Name the decision, not the mechanics

“Urgent care candidates awaiting access review” is more useful than “Status + county filter.” The first name tells teammates why the view exists.

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Saved scope matters

A view created inside a project is available in that project. A team view remains tied to that team, while a workspace view supports organization-wide work.