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Overview

Saved Views allow you to preserve your filter configurations and quickly switch between different perspectives of your roadmap.
Saved Views

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What is a Saved View?

A saved view captures:
  • Current filter settings
  • Grouping configuration
  • View type (Timeline, List, Kanban, Hierarchy)
This allows you to create custom views like:
  • “Q1 Initiatives” - Initiatives filtered to Q1 date range
  • “My Team’s Work” - Items in specific product areas
  • “Priority: Growth” - Only items aligned to Growth priority

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Creating a Saved View

1

Configure Filters

Set up your desired filters and grouping.
2

Save as View

Click Save as View in the filter bar or use Cmd + S.
3

Name Your View

Enter a descriptive name for the view.
Save View Dialog

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Save as Default View

Make a filter configuration your default:
  1. Configure your desired filters
  2. Click Save as Default View
  3. These filters are applied automatically when you open the workspace
Save as Default View is great for teams that always want to start with a specific focus.

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Accessing Saved Views

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From Sidebar

  1. Look for the Views section in the sidebar
  2. Click on a saved view to apply it
  3. Filters and settings are instantly applied
Views in Sidebar

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Quick Switcher

Use keyboard navigation:
  1. Press Cmd + K / Ctrl + K to open quick switcher
  2. Type the view name
  3. Select to apply

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Managing Saved Views

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Editing a View

  1. Apply the saved view
  2. Modify filters as needed
  3. Click Update View or save with the same name

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Renaming a View

  1. Right-click on the view in the sidebar
  2. Select Rename
  3. Enter the new name

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Deleting a View

  1. Right-click on the view in the sidebar
  2. Select Delete
  3. Confirm deletion
Deleting a saved view cannot be undone. The view configuration will be lost.

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Sharing Views

Saved views are workspace-specific:
  • All team members with workspace access can see saved views
  • Default view settings apply to all workspace users
Personal views are planned for a future release.

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Use Cases

Use CaseSaved View Configuration
Sprint PlanningItem Type: Story, Task; Date Range: Next 2 weeks
Executive ReviewItem Type: Initiative; Grouping: Priority
Team FocusProduct Area: [Your Team]; All item types
Quarterly ReviewDate Range: Current quarter; Grouping: Goal

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Best Practices

Use clear names that describe what the view shows: “Q1 Mobile Team” not “View 1”.
Set up shared views for common team workflows and reviews.
Only set a default view if the team always needs to start with specific filters.

Using Filters

Learn about available filter options.

Timeline View

Create saved views for your timeline.