How do I save a view and choose the default view?

A view keeps the filters, the sort, the columns and the layout (table or kanban) of a list. Change them, then save, so you and your team find the list ready next time.

Step by step

1. Open People (or any other object) and click Display at the top right of the list.

2. Change what you need: Table or Kanban, Sort by, and the Columns to show. Here, untick Bio to hide that column. Filters you added count as changes too.

3. Click Save to update this view for everyone, or Save as new to keep it as it was and create a new view with your changes. The Save button next to the view name does the same; its arrow has Save as new view.

4. To choose the view that opens first, click the name of the current view at the top left.

5. Point at the view and click its ••• button, or right-click the view.

6. Click Set as default. This view now opens first for everyone in the workspace. The same menu has Rename, Duplicate and Delete.

Good to know

• A dot on Display means the view has unsaved changes. Until you save, they only exist on your screen: reloading the page or opening another view drops them.
• Save shows "View saved". Save as new opens Create View with the name filled in as "(Copy)"; click Create View to get "View created" and switch to the new view.
• Column widths are saved as soon as you resize a column, without clicking Save.
• To start from scratch, open the list of views and click Create new view at the bottom.
• The default view has no Delete option. To delete it, make another view the default first. An object always keeps at least one view.
• Deleting a view asks for confirmation, can't be undone, and removes it from everyone's favorites.

FAQ

Can I have a view only I can see?

No. Every view is visible to the whole workspace. To keep your own shortcuts, add views to your favorites: favorites are personal.

Why is Save greyed out?

You are on the built-in view an object shows when it has no saved view yet. Use Save as new instead.

Related

• How do views, filters and favorites work?
• How do I filter records?
• How do I add a view to my favorites?
• How do I create a sales pipeline (or several)?