> ## Documentation Index
> Fetch the complete documentation index at: https://terrascout.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Views

> Save filters you use often

<Frame>
  <img src="https://cdn.ploti.ai/static/create-view.webp" alt="Create View" />
</Frame>

Create views to save filter combinations you use regularly. Your saved views appear as tabs so you can switch between them instantly.

## How to Create a View

1. Filter your leads or projects to show what you want
2. Click **Save View** in the filter bar
3. Give it a name
4. Click **Create View**

That's it. Your view now appears as a tab.

## Naming Your View

Pick a name that tells you what the view shows:

| Good Names           | Why It Works                   |
| -------------------- | ------------------------------ |
| Active High Priority | Clear what status and priority |
| Closing This Month   | Obvious time frame             |
| Lake County Leads    | Specific location              |
| My Assigned Deals    | Shows ownership                |

Avoid generic names like "My View" or "Test"—you won't remember what they're for later.

## Choosing Filters

When creating a view, you can filter by any combination of fields:

* **Status** - Show only leads at a certain stage
* **Priority** - Focus on high-priority items
* **Assigned To** - See just your deals or a teammate's
* **Location** - Filter by state, county, or city
* **Dates** - Expected close date, last activity, etc.
* **Values** - Asking price, estimated value ranges

<Tip>
  Start with just one or two filters. You can always add more later if the view shows too much.
</Tip>

## Customizing Appearance

You can personalize your view with:

* **Icon** - Choose an icon or emoji for the tab
* **Color** - Pick a color to make it stand out

This helps you quickly spot the view you need when you have several tabs.

## Tips

<CardGroup cols={2}>
  <Card title="Be Specific" icon="crosshairs">
    "High Priority Florida Leads" is more useful than "Some Leads."
  </Card>

  <Card title="Match Your Routine" icon="calendar">
    Create views for things you check regularly—daily hot leads, weekly pipeline review.
  </Card>

  <Card title="Start Simple" icon="seedling">
    Begin with fewer filters. Too many filters might show nothing.
  </Card>

  <Card title="Share Knowledge" icon="users">
    Your views are shared with your team—create ones that help everyone.
  </Card>
</CardGroup>
