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Create and save views

A view is a saved way of looking at one object's records. Each view keeps its own columns, filters and sorting. Every object has a starting view named after it, such as All People or All Companies. Opportunities also has By Stage, and Tasks has By Status and Assigned to Me.

To switch views, click the view name at the top left of the list and choose another one.

Create a view​

  1. Click the view name at the top left.
  2. Click Add view.
  3. Type a name for the view.
  4. Under View type, choose Table or Kanban.
  5. For a Kanban view, choose the field that makes the columns under Stages. It has to be a select field, such as Stage.
  6. Click Create.

The starting All views can't be turned into a board or grouped, so create a new view when you need that. To change the type of a view you made, click Options, then Layout.

Choose the fields you see​

  1. Click Options at the top right of the list.
  2. Click Fields.
  3. Click the eye icon next to a field to show or hide it.
  4. Drag a field up or down to change the order.

Changes to the fields save to the view right away. In a table, you can also click the + at the end of the column headers to add a column.

Save filters and sorting​

When you change the filters or sorting, a bar with your changes appears under the toolbar:

  • On a starting All view, click Save as new view to keep your changes in a new view.
  • On any other view, click Update view to save the changes into that view.
  • Click Reset to throw your changes away.

To learn how to filter and sort, see Filter, sort and group records.

Share a view or keep it to yourself​

  1. Open the view.
  2. Click Options.
  3. Click Visibility.
  4. Choose Workspace to share it with everyone, or Unlisted to keep it to yourself.

The starting All views are always shared. If you can't save changes to a shared view, your role may not allow it. You can still save views that only you can see.

Rename, favorite or delete a view​

  1. Click the view name at the top left.
  2. Hover over the view and click ⋮.
  3. Click Add to Favorite, Edit or Delete.

Use Edit to rename the view or change its icon. Deleted views can't be brought back.