Saved Views

Set up your filters and create your preferred Saved Views

Ben Kidd avatar
Written by Ben Kidd
Updated over a week ago

If you often find yourself reorganizing your list of matters/contracts throughout the day for tasks like generating reports, overseeing various departments, or categorizing matters by their statuses, utilizing saved views could be beneficial.

A saved view can simplify your workflow by allowing you to create each view just once, save it, and revisit it whenever you require a rapid and repetitive point of reference.

Save your preferred views

Anytime you make a change to the grid layout (adding or removing columns, applying a filter, etc.), the “Save” or "Save as" options will appear.

Selecting "Save" will replace the grid view with your newly made changes.

Selecting "Save as..." allows you to save that grid configuration into your 'My views' area so you can return to it later.

Remember that simply editing your Saved view's grid will not automatically save the changes. If you switch to another view and then return without saving, the grid will revert to the original view before the changes were made. Remember to click 'Save' to keep your changes or 'Save as' to create a new view.

Your list of saved views appears under My Views on the left. There is no limit to the number of views you can save. And you can always rename and delete them if needed; click the ellipsis button beside the Saved view to see these options.

To facilitate collaboration, these views can then be shared with your team.

Check this article to find out How to share views with other people.

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