Saved filters

Saved filters let you capture a filter, sort and column configuration as a reusable view, then access it any time and share it with others.

To create a saved filter

1. Set up the view you want: apply your filters, sorting and column layout.
2. Open the filter panel and select Create Saved Filter.
3. Give it a descriptive name and, optionally, a default sort.
4. Review the fields and filters included. Saving also stores the columns currently displayed.
5. Set View Permissions and Edit Permissions to control who can see and change the filter (specific users, everyone in an office, or members of a user group).
6. Click Create Saved Filter.

To use a saved filter

1. Under Saved Filters in the left navigation, click the view you want.
2. It loads automatically, applying the saved filters, sorting and columns.

Why it matters: Saved filters enable role-based working views and keep teams consistent and efficient. They’re the foundation of WIP / hotsheet-style management (see The Task List Widget).