Help Features

Saved views

Save a set of filters as a view in your sidebar, then edit, rename, pin, share or delete it. Saved views are on every plan.

A saved view is a set of filters with a name. It sits in the left sidebar under Views, with a count of matching projects, so the projects you care about are always one click away. Views update as new projects come in.

Saved views are included on every plan, including the free trial. For how the filters themselves work, see Find projects.

Create a view

  1. In the left sidebar, next to Views, click + New.
  2. Pick a starting point on the left: Tenant Improvement (commercial interior work) or Custom to start from a blank filter.
  3. Give it a Name, and optionally a Description.
  4. Set the filters, then click Create view.

The new view opens straight away and appears in the sidebar.

The New view window

Edit a view’s filters

  1. Open the view from the sidebar.
  2. Click More filters. On a view you created, the panel opens with a Save View section at the top.
  3. Change the filters.
  4. Click Save & Apply to save the changes to the view.

Clicking Apply at the bottom instead changes what you see for now without saving. To drop unsaved changes and go back to the saved filters, click Reset in the filter bar.

Rename or describe a view

On a view you created, click the pencil next to its name at the top of the page to rename it, or the pencil next to the description to change that. You can also hover the view in the sidebar, click ⋯ and choose Rename….

Pin, share or delete

Hover any saved view in the sidebar and click ⋯:

  • Pin to top moves it to the top of its group. Choose Unpin to undo.
  • Share with org makes it visible to everyone in your organization. Make personal hides it again.
  • Rename… changes the name.
  • Delete… removes the view for good. The projects themselves aren’t affected.

Saved views can’t be dragged into a different order. Use Pin to top for the ones you open most.

Personal and shared views

The sidebar splits your views into Personal (only you) and Shared (everyone in your organization).

New views are shared with your organization. To keep one to yourself, choose Make personal from the ⋯ menu, or click the Shared label at the top right of the view and pick Personal.

Only the person who created a view can change its filters, rename it, change who sees it or delete it. Teammates can open and pin a shared view.

Share, at the top right of any view, copies a link to exactly what you’re looking at, including any filter changes you haven’t saved. Paste it in an email or chat to a teammate.

Views or Smart Feeds?

A view shows you what’s there when you look. To have new matches sent to you every morning, turn the same filters into a Smart Feed.

Still stuck? Email [email protected] and a person will reply.