Skip to content

7.2: Your View Is Remembered

Remember building that perfect filter in the last section? The one that shows exactly the conversations you need to see?

Here's the good news: you don't have to build it again. TAIBLES remembers your filters and your column layout for each table, per person. Close the tab, come back tomorrow, and your table looks exactly as you left it.

💡 What You'll Learn

By the end of this section, you'll know:

  • ✅ What TAIBLES remembers about your view, and what it doesn't
  • ✅ The filter recipes that cover most daily work
  • ✅ How to switch between them quickly
  • ✅ How to hand a view to a colleague

7.2.1: What Gets Remembered

💾

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!

Every table keeps your personal settings:

  • All active filters
  • Which columns are visible or hidden
  • The order of your columns
  • Column widths

When does it save? Automatically, right after you change something. There is no save button to press and nothing to name.

💡 💡 Personal, Not Shared

These settings belong to you. A colleague opening the same table sees their own filters and column layout, not yours. Nobody can disturb your view by changing theirs.


7.2.2: Switching Between Different Questions

Because there is no list of named views, switching between two ways of looking at a table means changing the filter. That is a couple of clicks in "Filter", and the new filter is what gets remembered from then on.

For the handful of questions you ask over and over, it helps to know the recipes by heart. The next section has the ones that work for almost any table.

💡 Pro Tip

Leave your table filtered to the view you start your day with. Since it persists, opening the table already puts you where you want to be—no setup, no extra clicks.


7.2.3: Filter Recipes You'll Use Every Day

These recipes work for almost any table. Build them in "Filter" when you need them.

The "Inbox" Recipe

Purpose: See unassigned items waiting for someone to take

Filters:

  • Assigned To is empty

Use this when: Starting your day, looking for new work


The "My Work" Recipe

Purpose: See only your assigned items that aren't finished

Filters:

  • Assigned To equals [Your Name]
  • Status not equals Done

Use this when: Checking what's on your plate


The "Needs Review" Recipe

Purpose: Items awaiting your approval

Filters:

  • Status equals Pending Review
  • OR Approval Required equals Yes

Use this when: Reviewing AI-generated content or decisions


The "Completed Today" Recipe

Purpose: See what you've accomplished

Filters:

  • Status equals Complete
  • Completed Date equals Today

Use this when: End-of-day review, feeling productive!


The "Escalated" Recipe

Purpose: High-priority items needing immediate attention

Filters:

  • Priority equals High
  • Status not equals Complete

Use this when: Triage, emergency situations


The "What Went Wrong" Recipe

Purpose: Find the rows where a step failed

Filters:

  • The status of a calculated column equals "Unsuccessful"

Use this when: Debugging. This one is worth memorising—it is the fastest way to find problems in a busy table.

💡 Your Table, Your Filters

These are suggestions—filter the way your work runs.

Think about:

  • What questions do you ask most often?
  • Which one do you want waiting for you when you open the table?

That last one is the filter to leave applied.


7.2.4: Cleaning Up Your View

Filters narrow the rows. Columns are separate:

  • Use "Display options" in a column's menu to hide a column you don't need to watch. It keeps running—you just stop seeing it.
  • Drag column headers to put the important ones first.

Both are remembered along with your filters.

💡 💡 Hidden Is Not Disabled

Hiding a column changes nothing about your automation. The work still happens; the result is still stored. You've only tidied your own screen.


7.2.5: Sharing a View With Your Team

Since these settings are personal, sharing means sharing the recipe rather than the view itself.

Write down:

  • The filter conditions (field, operator, value)
  • Which columns you hide
  • Why the view is useful

Send that to your colleague and they can set it up once. From then on, TAIBLES remembers it for them too.


7.2.6: Real-World Example

Let's see how Sarah, a customer support manager, works.

Sarah's table: Customer Support Tickets

She leaves her table filtered to her own open tickets, because that's what she wants to see first thing. Her AI draft column and her notes column sit at the front; the intermediate lookup columns are hidden.

Her day:

  • 9:00 AM: Opens the table. Her open tickets are already there—no filter to rebuild.
  • 10:00 AM: Changes the filter to unassigned tickets, assigns five to her team.
  • 11:00 AM: Filters to rows with an AI draft awaiting approval, approves twelve.
  • 2:00 PM: Filters to high priority, handles two urgent cases.
  • 5:00 PM: Sets the filter back to her own open tickets, ready for tomorrow.

The point: the view she wants most often is the one she leaves behind.


What You've Learned

🎉 Nice work! You now know how views behave in TAIBLES.

Let's recap:

  • ✅ Filters and column layout are saved automatically, per table, per person
  • ✅ There's nothing to name and nothing to save
  • ✅ A handful of filter recipes covers most daily work
  • ✅ Leave the filter you use most applied, so it greets you next time
  • ✅ Share recipes with your team, not views

Up next: Learn how to create Dashboards to visualize your data. See charts, metrics, and trends at a glance!


Previous: 7.1 Filtering ConversationsNext: 7.3 Creating Dashboards

Built with VitePress