Saved views are a tool you can use to more easily pull up the data you care about on a specific page in your workspace. Think of saved views as a shortcut that tailors your workspace more to your needs!
You can use saved views to:
Currently, you can make Saved Members Views on the Members tab and Saved Activities Views on the Activities tab. You will find these next to the Filters button on these pages. We've also provided you with some default saved views to get you starts
To create a new filter, click the ‘Filters’ button and select the filters you’d like to use. You can build off of an existing saved view, or click ‘Clear Filters’ to start from scratch. Once you’ve selected your filters, click ‘Save as New’ at the bottom of the Filters modal. Add a name for your saved view, and voila! You have successfully created a new saved view.
Note that this saved view is only created on your personal account. If you’d like to share this saved view with others on your team, learn how here.
To edit a saved view’s filters, click the saved view dropdown, and hover over the view you’d like to edit. You should see an actions button appear. Click it, and then select ‘Edit’ from the menu.
After you update the filters to your needs, you will see two save options:
Go to the saved view in the dropdown, click the actions button, and then click ‘Delete’.