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Reuse the way your team reviews work

A view saves the working configuration of a record or project list. It can preserve filters, visible columns, sorting, grouping, and the supported table or board presentation.

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Use views for recurring decisions

Examples include:

• Candidates awaiting zoning review
• High-priority opportunities assigned to your team
• Projects at risk this quarter
• Owners requiring follow-up
• Properties missing utility evidence

Views can be scoped to the workspace, a team, or a project. A project view stays with that project rather than appearing everywhere.

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Temporary changes versus saved views

Ad hoc filters help answer a one-time question. Choose Save when the configuration should become a named, reusable workflow for you or your teammates.

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Next steps