Save, reorder or delete a view, and set the default
Save your filters and sort as a new view, reorder the tabs, rename a Kanban board or delete a view. Choose the view that opens first, for you personally or for the whole team.
Editing a view: the edit permission. Deleting: the delete permission
You need: Editing a view: the edit permission. Deleting: the delete permission
Steps
1
To keep a view with other filters or another sort, change them in the view, then press the arrow next to Save and fill in Save as new view: type the View name and press Save view. If you see Save as view instead of Save, press it.
The new view shows as a new tab at the end of the list.
2
Drag the tabs to change their order.
3
To rename a Kanban board, click its title at the top of the page, type the new name and press Enter.
4
To delete a view, right-click its tab, choose Delete View and confirm.
5
To choose the default view, right-click its tab and choose Set as default for yourself, or Set as team default for the team.
Which default view opens
When you open the unit, this opens: your personal default if you have one, then the team default, then the system view.
A team default doesn’t override anyone’s personal default.
If a default view is deleted, everyone goes back to a working view automatically.
Saving at the same time
If a teammate saves the same view before you, the message “This view changed in another tab. Reload & reapply?” shows. Press Reload & reapply.
If a field used by the view’s filter is deleted, the view keeps working, and the condition is ignored with a notice.
If something goes wrong
What you see
Why
What to do
“This view changed in another tab. Reload & reapply?”
A teammate saved the view before you.
Press Reload & reapply.
“The view settings aren’t valid for this unit”
A condition or sort uses a field it doesn’t work with.
