18.2 Saved Views

Your filter and column settings are automatically saved every time you work with a Taible. When you return, everything is exactly as you left it - no manual saving required!

How View Persistence Works

Every Taible remembers your personal preferences:

💾

Automatic View Persistence

When you work with a Taible, all your settings are automatically saved to your personal preferences:

✓All active filters

✓Column visibility

✓Column order

✓Column widths

Close the Taible → Open it later → Everything restored automatically!

No manual saving required - it just works!

What's automatically saved:

✅ All active filters
✅ Column visibility (which columns are shown/hidden)
✅ Column order (how you've arranged them)
✅ Column widths
✅ Sort settings

When it saves:

Automatically after any change
Saved to your personal settings
Restores when you return to the Taible

Your view = always ready to go!

Creating Custom Views

Understanding Views

A "view" is your personal way of looking at a Taible. It consists of:

Filters - Which rows to show
Column visibility - Which columns to display
Column order - How columns are arranged
Column widths - How wide each column is

All of these are saved automatically!

Working with Filters

Filters let you show only the rows that match specific conditions.

Taible Toolbar

10,000 rows

Click the Filter button to open the filter configuration dialog.

Click the Filter button in the toolbar to open the filter configuration.

Creating a Filter

Configure Filters

Configure filters to show only rows that match specific conditions

Field

Lead Score

Operator

Greater than or equal to

Value

Example shown: Filter to show only rows where Lead Score is 75 or higher

Step-by-step:

Click "Add Filter" button
Select the Field you want to filter
Choose an Operator (equals, greater than, contains, etc.)
Enter the Value to match
Click "Apply Filters"

Example: Show only leads with high scores

Field: lead_score
Operator: Greater than or equal to
Value: 75

Available Filter Operators

Operator	Description	Example
Equals	Exact match	`status equals "qualified"`
Not equals	Everything except this	`status not equals "closed"`
Greater than	Values higher	`score > 80`
Greater or equal	Values this or higher	`score >= 75`
Less than	Values lower	`age < 30`
Less or equal	Values this or lower	`age <= 25`
Contains	Text includes substring	`name contains "Smith"`
Does not contain	Text doesn't include	`email not contains "test"`
In list	Matches any in list	`status in ["pending", "active"]`
Not in list	Doesn't match any in list	`status not in ["closed", "cancelled"]`
Is empty	Field has no value	`notes is empty`
Is not empty	Field has a value	`email is not empty`

Text Operators:

Equals - Exact match
Not equals - Everything except this value
Contains - Text includes this substring
Does not contain - Text doesn't include this substring

Number Operators:

Greater than - Values higher than this
Greater than or equal to - Values this or higher
Less than - Values lower than this
Less than or equal to - Values this or lower

List Operators:

In list - Matches any value in a list
Not in list - Doesn't match any value in a list
Contains any - Array contains any of these values

Empty Check:

Is empty - Field has no value
Is not empty - Field has a value

Combining Multiple Filters

Filter 1:

lead_score >= 75

AND

Filter 2:

last_contact_date is empty

AND

Filter 3:

status equals "qualified"

Result: Shows only rows that match ALL three conditions

You can add multiple filters and combine them with:

AND - Row must match ALL filters
OR - Row must match ANY filter

Example: High-priority uncontacted leads

Filter 1: lead_score >= 75
AND
Filter 2: last_contact_date is empty
AND
Filter 3: status equals "qualified"

Only rows matching all three conditions will be shown.

Removing Filters

lead_score >= 75

Remove a single filter:

Click the red "Remove Filter" button on that filter

Clear all filters:

Click "Clear All Filters" at the bottom of the modal

Your filters are saved - they'll be there next time you open the Taible!

Managing Column Visibility

Showing and Hiding Columns

To hide/show columns:

Right-click any column header
Select "Columns" from the menu
Check boxes to show columns
Uncheck boxes to hide columns
Click outside to close

Your changes are saved automatically!

Column Visibility Best Practices

Hide columns you don't need:

Internal IDs
Technical fields
Timestamps (unless relevant)
Raw data fields

Show columns for your workflow:

Customer name and email
Key status indicators
Action buttons
Priority fields

Result: A clean, focused view of your data!

Arranging Columns

Reordering Columns

Click and hold a column header, then drag left or right to reorder. Drop in the new position.

✨ Order is saved automatically!

To change column order:

Click and hold a column header
Drag left or right
Drop in the new position

Order is saved automatically!

Resizing Columns

Hover between column headers until cursor changes to resize handle.

Click and drag to adjust width.

✨ Width is saved automatically!

To resize a column:

Hover between column headers (cursor changes to resize)
Click and drag left or right
Release to set width

Width is saved automatically!

Recommended Column Order

Put most important columns first:

Suggested order:
1. Name/identifier (what you're looking at)
2. Key status (what state it's in)
3. Priority/score (how important)
4. Actions (what you can do)
5. Details (additional info)
6. Timestamps (when things happened)

Common View Patterns

Pattern 1: "My Tasks" View

Goal: See only your assigned work

My Tasks View

Filters:

assigned_to equals your@email.com
status in ["pending", "in-progress"]

Use: Daily task management

Configuration:

Filter 1: assigned_to equals your@email.com
Filter 2: status in list ["pending", "in-progress"]
Visible columns: Task name, priority, due date, status
Order by: Priority (high first), then due date (soon first)

Pattern 2: "Errors Only" View

Goal: Find and fix problems

Errors Only View

Filter: Columns with error cells (shown in red)

Use: Daily error resolution workflow

Configuration:

Filter: Any column where cells show errors (red)
Visible columns: Row name, failed column, error message
Order by: Most recent first

Use: Daily error resolution

Pattern 3: "Ready for Review" View

Goal: Human approval queue

Ready for Review View

Filters:

status equals "pending_review"
review_required equals true

Use: Approving AI-generated content

Configuration:

Filter 1: status equals "pending_review"
Filter 2: review_required equals true
Visible columns: Item, generated content, confidence score
Order by: Confidence score (lowest first - needs most review)

Use: Approving AI-generated content

Pattern 4: "High Priority" View

Goal: Urgent items only

High Priority View

Filters:

priority in ["high", "critical"]
status not equals "complete"

Use: Triage and escalation

Configuration:

Filter 1: priority in list ["high", "critical"]
Filter 2: status not equals "complete"
Visible columns: Title, priority, status, due date, assigned to
Order by: Priority (highest first), due date (soonest first)

Use: Triage and escalation

Pattern 5: "Today's Activity" View

Goal: See what's new

Today's Activity View

Filter: created_at > [today's date]

Order: Newest first

Use: Daily review of incoming data

Configuration:

Filter: created_at greater than [today's date]
Visible columns: Created time, type, name, status
Order by: Created time (newest first)

Use: Daily review of incoming data

Resetting Your View

Clear Filters Only

Clear Filters

Click Filter button
Click Clear All Filters
All filters removed

Click "Filter" button
Click "Clear All Filters"
All filters removed, columns stay the same

Reset Column Configuration

Reset Columns

Right-click any column header
Select Reset Columns
Confirm the reset
Columns return to defaults

Right-click any column header
Select "Reset Columns"
Confirm the reset
Columns return to default order/visibility

Full Reset

To completely reset your view:

Clear all filters (above)
Reset columns (above)
Back to original default view

Creating Multiple Views (Workaround)

Current limitation: One view per Taible per user

Workaround: Clone the Taible!

Clone for Multiple Views

Go to Taibles Overview
Right-click Taible card
Select "Clone"
Name descriptively ("Leads - High Priority")
Configure each clone differently

Steps:

Go to Taibles Overview page
Right-click the Taible card
Select "Clone"
Name it descriptively:
- "Leads - High Priority View"
- "Leads - Follow Up Queue"
- "Leads - Failed Enrichment"
Configure each clone differently:
- Each has its own filters
- Each has its own column settings
- Each saves independently

Switch between clones for different views!

Clone Naming Best Practices

Naming Best Practices

❌ Poor:

Leads Copy
Leads Copy 2

✅ Clear:

Leads - Main Database
Leads - High Priority View
Leads - Follow Up Queue

❌ Poor naming:

Leads
Leads Copy
Leads Copy 2

✅ Clear naming:

Leads - Main Database
Leads - High Priority View
Leads - Follow Up Queue
Leads - Debug Failed Rows

Result: Easy to find the right view!

View Management Tips

Tip 1: Document Complex Filters

Document your view configuration:

View: High Priority Leads
Filters: lead_score >= 75 AND status = "qualified"
Columns: name, email, company, score
Purpose: Daily lead outreach

For non-obvious filter logic, add documentation:

Keep notes in a text file
Share filter settings with team
Remember why you configured it this way

Tip 2: Review Views Regularly

Monthly Review:

✓ Are filters still relevant?
✓ Are column names correct?
✓ Does view serve current workflow?
✓ Update or delete if not useful

Monthly review:

✓ Are filters still relevant?
✓ Are column names still correct?
✓ Does view serve current workflow?
✓ Update or delete if not useful

Problem example:

Created filter 3 months ago:
- assigned_to equals "john@company.com"

John left company 2 months ago
→ View shows no results
→ Confusion!

Solution: Update filter or delete view

Tip 3: Use Clear Filter Values

❌ Ambiguous: status equals "done"

✅ Clear: Use exact values, case-sensitive!

❌ Ambiguous:

status equals "done"
Is "done" the same as "complete"?
What about "finished"?

✅ Clear:

Check actual values in the column first
Use exact matches (case-sensitive!)
Verify the filter works as expected

Tip 4: Browser Bookmarks for Quick Access

Organize bookmarks:

📁 Taible Views
  ├─ Leads - High Priority  
  ├─ Support - Open Tickets
  └─ Orders - Pending

Create bookmarks for configured views:

Set up your view (filters + columns)
View persists automatically
Bookmark the Taible URL
Name bookmark descriptively
Organize in "Taible Views" folder

Example bookmarks:

📁 Taible Views
  ├─ Leads - High Priority
  ├─ Leads - Follow Up Queue
  ├─ Support - Open Tickets
  └─ Orders - Pending Fulfillment

Benefit: One-click access to pre-configured views!

Current limitation: No built-in view sharing

Workaround: Document and share manually

Create a text document:

View Name: High Priority Leads

Filters:
1. lead_score >= 75
2. status = "qualified"

Columns: name, email, company
Purpose: Daily outreach

Share with team via email, chat, or wiki

Create a text document:

View Name: High Priority Leads
========================

Filters:
1. lead_score >= 75
2. last_contact_date is empty
3. status equals "qualified"
   (Combine all with AND)

Column Visibility:
Show: name, email, company, lead_score, industry
Hide: created_at, updated_at, id, raw_data

Column Order (left to right):
1. name
2. company
3. email
4. lead_score
5. industry

Purpose: Daily high-priority lead outreach

Share with team:

Email the document
Post in team chat
Add to team wiki
Include in onboarding docs

Team members replicate manually:

Each person sets up once
Settings persist automatically
Everyone has same view!

Future Features (Coming Soon)

The following features are planned for future releases:

Named Saved Views

🔮 Coming Soon!

Save multiple named views per Taible. Switch instantly between "All Rows", "High Priority", "My Tasks", etc.

Future functionality:

Save current view with a name
Switch between multiple named views
"All Rows", "High Priority", "My Tasks", etc.
One-click switching

🔮 Coming Soon!

Share views with team: Private, Team, or Public. Set default views for automatic loading.

Future functionality:

Private views - Just for you
Team views - Share with organization
Public views - Share with all users
Default views - Automatic on Taible open

View Templates

🔮 Coming Soon!

Pre-configured view sets: Sales, Support, IT Operations. One-click setup!

Future functionality:

Pre-configured view sets
"Sales Lead Management" template
"Customer Support" template
Industry-specific patterns
One-click setup

View Analytics

🔮 Coming Soon!

View usage tracking, result counts over time, optimization suggestions.

Future functionality:

View usage tracking
Result counts over time
Popular views identification
Optimization suggestions

Practical Example: Sales Team Views

Scenario: Sales team needs three standard views

View 1: Hot Leads

Hot Leads View

Filters: lead_score >= 90, contacted < 7 days ago

Use: Daily morning priority outreach

Configuration:

Filters:
- lead_score >= 90
- last_contact_date < 7 days ago
- status equals "qualified"

Visible columns:
- name, email, company, lead_score, last_contact_date

Use: Daily morning priority outreach

View 2: Follow-Up Queue

Follow-Up Queue

Filters: contacted 3-7 days ago, no response

Use: Afternoon follow-up campaign

Configuration:

Filters:
- last_contact_date > 3 days ago
- last_contact_date < 7 days ago
- response_received is empty

Visible columns:
- name, email, company, last_contact_date,
  last_message_sent, contact_count

Use: Afternoon follow-up campaign

View 3: Needs Enrichment

Needs Enrichment

Filters: company_data is empty, email not empty

Use: Weekly data quality maintenance

Configuration:

Filters:
- company_data is empty
- email is not empty
- status not equals "disqualified"

Visible columns:
- name, email, company_name, enrichment_status

Use: Weekly data quality maintenance

Team Setup Process

One-Time Setup

Configure each view once
Settings persist automatically
Open appropriate Taible for your task
View already configured!

One-time setup for each team member:

Monday: Configure "Hot Leads" view
- Set filters and columns
- View persists automatically
Tuesday: Switch to "Follow-Up Queue"
- Configure differently
- View persists automatically
Friday: Switch to "Needs Enrichment"
- Configure for data quality
- View persists automatically

Daily workflow:

Open appropriate Taible
View already configured
Start working immediately

Result: Consistent team workflows without manual view management!

Troubleshooting

My filters aren't working

Filters Not Working?

✓ Field name spelled correctly?
✓ Value matches exactly (case-sensitive)?
✓ Right operator selected?
✓ Clicked "Apply Filters"?

Check:

✓ Is the field name spelled correctly?
✓ Is the value exactly matching (case-sensitive)?
✓ Are you using the right operator?
✓ Click "Apply Filters" to save changes

Test: Try a simple filter first (like "status equals X") to verify filtering works

Columns reset after I closed the Taible

Settings Not Persisting?

✓ Logged in (not anonymous)?
✓ Browser cookies enabled?
✓ Try clearing cache and login again

This shouldn't happen! Column settings save automatically.

If it does:

Verify you're logged in (anonymous users may lose settings)
Check browser isn't blocking cookies/storage
Try clearing browser cache and logging in again

I can't find a column I need

Cannot Find Column?

Column might be hidden. Right-click header → Select "Columns" → Check the box to show it

The column might be hidden:

Right-click any column header
Select "Columns"
Check the box next to the missing column
Column appears!

Filters show no results

Filters Show No Results?

Filters might be too restrictive. Remove filters one at a time to find which causes empty results.

Your filters might be too restrictive:

Remove filters one at a time
See which filter causes empty results
Adjust that filter's value or operator

Check data:

Do any rows actually match these conditions?
Are values spelled/formatted correctly?

Summary

✅ What works now:

Filters persist automatically per Taible
Column settings persist (visibility, order, width)
Settings restored automatically on Taible open
Each user has independent view configuration
No manual save/load required

💡 Current workarounds:

Clone Taibles for multiple views
Document view configurations for sharing
Use browser bookmarks for quick access
Share setup instructions with team

🎯 Best practices:

Use descriptive Taible names (when cloning)
Document complex filter logic
Review and update views regularly
Use clear, exact filter values
Reset view when switching workflows

⏳ Coming soon:

Named saved views (multiple per Taible)
View sharing (private/team/public)
View templates
View analytics

Next Steps

You've mastered Saved Views!

You now know how to:

Create and apply filters
Manage column visibility and order
Use automatic view persistence
Create multiple views with cloning
Share view configurations with your team

Next: Continue to other sections in the User Reference, or jump to Troubleshooting and FAQ for common questions!

Stay organized with custom views! 📋

18.2 Saved Views ​

How View Persistence Works ​

Automatic View Persistence

Creating Custom Views ​

Understanding Views ​

Working with Filters ​

Opening the Filter Modal ​

Taible Toolbar

Creating a Filter ​

Configure Filters

Available Filter Operators ​

Combining Multiple Filters ​

Removing Filters ​

Managing Column Visibility ​

Showing and Hiding Columns ​

Columns

Column Visibility Best Practices ​

Arranging Columns ​

Reordering Columns ​

Reordering Columns

Resizing Columns ​

Resizing Columns

Recommended Column Order ​

Common View Patterns ​

Pattern 1: "My Tasks" View ​

My Tasks View

Pattern 2: "Errors Only" View ​

Errors Only View

Pattern 3: "Ready for Review" View ​

Ready for Review View

Pattern 4: "High Priority" View ​

High Priority View

Pattern 5: "Today's Activity" View ​

Today's Activity View

Resetting Your View ​

Clear Filters Only ​

Clear Filters

Reset Column Configuration ​

Reset Columns

Full Reset ​

Creating Multiple Views (Workaround) ​

Clone for Multiple Views

Clone Naming Best Practices ​

Naming Best Practices

View Management Tips ​

Tip 1: Document Complex Filters ​

Tip 2: Review Views Regularly ​

Tip 3: Use Clear Filter Values ​

Tip 4: Browser Bookmarks for Quick Access ​

Sharing View Configurations ​

Future Features (Coming Soon) ​

Named Saved Views ​

View Sharing ​

View Templates ​

View Analytics ​

Practical Example: Sales Team Views ​

View 1: Hot Leads ​

View 2: Follow-Up Queue ​

View 3: Needs Enrichment ​

Team Setup Process ​

Troubleshooting ​

My filters aren't working ​

Columns reset after I closed the Taible ​

I can't find a column I need ​

Filters show no results ​

Summary ​

Next Steps ​

18.2 Saved Views

How View Persistence Works

Creating Custom Views

Understanding Views

Working with Filters

Opening the Filter Modal

Creating a Filter

Available Filter Operators

Combining Multiple Filters

Removing Filters

Managing Column Visibility

Showing and Hiding Columns

Column Visibility Best Practices

Arranging Columns

Reordering Columns

Resizing Columns

Recommended Column Order

Common View Patterns

Pattern 1: "My Tasks" View

Pattern 2: "Errors Only" View

Pattern 3: "Ready for Review" View

Pattern 4: "High Priority" View

Pattern 5: "Today's Activity" View

Resetting Your View

Clear Filters Only

Reset Column Configuration

Full Reset

Creating Multiple Views (Workaround)

Clone Naming Best Practices

View Management Tips

Tip 1: Document Complex Filters

Tip 2: Review Views Regularly

Tip 3: Use Clear Filter Values

Tip 4: Browser Bookmarks for Quick Access

Sharing View Configurations

Future Features (Coming Soon)

Named Saved Views

View Sharing

View Templates

View Analytics

Practical Example: Sales Team Views

View 1: Hot Leads

View 2: Follow-Up Queue

View 3: Needs Enrichment

Team Setup Process

Troubleshooting

My filters aren't working

Columns reset after I closed the Taible

I can't find a column I need

Filters show no results

Summary

Next Steps