> ## Documentation Index
> Fetch the complete documentation index at: https://wey.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Saved Views

> Save and manage filter configurations

## Overview

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

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/wey/images/placeholder-saved-views.png" alt="Saved Views" />
</Frame>

## 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

## Creating a Saved View

<Steps>
  <Step title="Configure Filters">
    Set up your desired filters and grouping.
  </Step>

  <Step title="Save as View">
    Click **Save as View** in the filter bar or use `Cmd + S`.
  </Step>

  <Step title="Name Your View">
    Enter a descriptive name for the view.
  </Step>
</Steps>

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/wey/images/placeholder-save-view.png" alt="Save View Dialog" />
</Frame>

## 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

<Tip>
  Save as Default View is great for teams that always want to start with a specific focus.
</Tip>

## Accessing Saved Views

### 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

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/wey/images/placeholder-views-sidebar.png" alt="Views in Sidebar" />
</Frame>

### Quick Switcher

Use keyboard navigation:

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

## Managing Saved Views

### Editing a View

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

### Renaming a View

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

### Deleting a View

1. Right-click on the view in the sidebar
2. Select **Delete**
3. Confirm deletion

<Warning>
  Deleting a saved view cannot be undone. The view configuration will be lost.
</Warning>

## 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

<Info>
  Personal views are planned for a future release.
</Info>

## Use Cases

| Use Case             | Saved View Configuration                         |
| -------------------- | ------------------------------------------------ |
| **Sprint Planning**  | Item Type: Story, Task; Date Range: Next 2 weeks |
| **Executive Review** | Item Type: Initiative; Grouping: Priority        |
| **Team Focus**       | Product Area: \[Your Team]; All item types       |
| **Quarterly Review** | Date Range: Current quarter; Grouping: Goal      |

## Best Practices

<AccordionGroup>
  <Accordion title="Name Descriptively">
    Use clear names that describe what the view shows: "Q1 Mobile Team" not "View 1".
  </Accordion>

  <Accordion title="Create Team Views">
    Set up shared views for common team workflows and reviews.
  </Accordion>

  <Accordion title="Use Default Wisely">
    Only set a default view if the team always needs to start with specific filters.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Using Filters" icon="filter" href="/docs/filters/using-filters">
    Learn about available filter options.
  </Card>

  <Card title="Timeline View" icon="calendar" href="/docs/views/timeline-view">
    Create saved views for your timeline.
  </Card>
</CardGroup>