7.2: Saving Your Favorite Views

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

Here's the problem: Every time you come back to your table, you have to rebuild those filters from scratch. Click "Filter," add conditions, apply... over and over again.

There's a better way! Saved Views let you save your filter settings and access them with just one click.

Let's learn how to work smarter, not harder!

💡 What You'll Learn

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

• ✅ Save your current filter and column settings as a view
• ✅ Switch between different saved views instantly
• ✅ Create common views like "Inbox," "My Work," and "Needs Review"
• ✅ Set a default view that loads automatically

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7.2.1: What Are Saved Views?

Think of a Saved View as a bookmark for your filters.

Instead of rebuilding this every time:

1. Click Filter
2. Add: Status = Open
3. Add: Assigned To = Me
4. Click Apply

You save it once as "My Open Tickets" and then:

1. Click "My Open Tickets" view
2. Done! ✨

💡 💡 Think of It Like This

Saved Views are like presets on your car radio:

• No preset: Manually tune to 94.7 FM every time
• With preset: Press button #2, instantly at 94.7 FM

Your filters work the same way—save once, use forever!

What gets saved in a view:

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

Everything you've configured—saved and ready to go!

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7.2.2: Saving Your First View

Let's save the filter you created in the previous section as a reusable view.

Here's how:

Step 1: Set up your filters (like you learned in section 7.1)

Let's create a filter for your personal work queue:

• Filter 1: Status = Open
• Filter 2: Assigned To = [Your Name]

Configure Filters

Configure filters to show only rows that match specific conditions

Field

Operator

Value

Combine with previous filter

Field

Operator

This operator checks if the field is empty or not - no value is needed.

Step 2: Click "Save View" button (next to the Filter button in toolbar)

Step 3: Give your view a descriptive name

Save Current View

Save your current filter and column settings so you can quickly access this view later.

View Name

What will be saved:

• ✅ Current filters (2 active)
• ✅ Column visibility settings
• ✅ Column order and widths

Good view names:

• "My Open Tickets" ✅
• "Unassigned Inbox" ✅
• "High Priority Items" ✅

Bad view names:

• "View 1" ❌ (What is this?)
• "Stuff" ❌ (Not helpful)
• "Temp" ❌ (You'll forget what it's for)

Step 4: Click "Save View"

🎉 You did it! Your view is now saved and you can access it anytime with one click.

💡 Pro Tip

Name your views based on when or why you use them:

• "Morning Priority Review"
• "End of Day Cleanup"
• "Weekly Follow-ups"

This makes it easy to remember which view to use!

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7.2.3: Using Your Saved Views

Now that you've saved a view, let's use it!

Step 1: Click the Views dropdown in the toolbar (it shows your current view)

Step 2: Select the view you want

My Open Tickets

Current

Inbox5 items

Needs Review12 items

Completed Today23 items

Escalated2

+ Create New View

Step 3: Your table instantly updates to show that view's filters

Customer Support Tickets

Filtered: 8 of 156 rows

Ticket ID	Customer	Subject	Status	Assigned To
#2847	Sarah Johnson	Payment not processing	Open	You
#2845	Mike Chen	Account access issue	Open	You
#2843	Emma Wilson	Feature request	Open	You
✨ Showing only: Status = Open AND Assigned To = You

That's it! No rebuilding filters, no remembering what settings you used—just click and go.

💡 💡 Notice the Details

When you select a view, look for these helpful indicators:

• Current view name is highlighted in the dropdown
• Filter badge shows how many rows are visible
• Checkmark icon next to the active view

These visual cues help you know exactly what you're looking at!

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7.2.4: Common Views You'll Use Every Day

Here are saved views that work for almost any table. Let's create them together!

Inbox

Unassigned items waiting for someone to take them

Filters: Assigned To is empty

My Work

Items assigned to you that aren't finished yet

Filters: Assigned To = Me AND Status ≠ Done

Needs Review

Items awaiting your approval before continuing

Filters: Status = Pending Review

Completed Today

See what you've accomplished today

Filters: Status = Complete AND Completed = Today

Escalated

Urgent

High priority items that need immediate attention

Filters: Priority = High AND Status ≠ Complete

Creating the "Inbox" View

Purpose: See unassigned items waiting for someone to take

Filters:

• Assigned To is empty

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

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Creating the "My Work" View

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

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Creating the "Needs Review" View

Purpose: Items awaiting your approval

Filters:

• Status equals Pending Review
• OR Approval Required equals Yes

Use this when: Reviewing AI-generated content or decisions

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Creating the "Completed Today" View

Purpose: See what you've accomplished

Filters:

• Status equals Complete
• Completed Date equals Today

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

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Creating the "Escalated" View

Purpose: High-priority items needing immediate attention

Filters:

• Priority equals High
• Status not equals Complete

Use this when: Triage, emergency situations

💡 Your Table, Your Views

These are suggestions—create views that match your workflow!

Think about:

• What questions do you ask most often?
• What filters do you rebuild constantly?
• What views would save you the most time?

Those are the views worth saving!

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7.2.5: Setting a Default View

You can choose which view loads automatically when you open your table.

Why this matters:

Without a default view, you see ALL rows every time (hundreds or thousands!).

With a default view, you see exactly what you need immediately.

Here's how to set it:

Step 1: Select the view you want as your default

Step 2: Click the star icon next to the view name

Or:

Step 2: Open View Settings (gear icon next to Views dropdown)

Step 3: Click "Set as Default" next to your chosen view

Manage Saved Views

All Rows

My Open Tickets

Default View

Needs Review

Completed Today

Tip: Your default view loads automatically when you open this table.

Now, every time you open this table:

• Your default view loads automatically
• Filters are already applied
• You see exactly what you need
• No extra clicks required!

💡 Pro Tip

Set your most frequent view as default!

For most people, that's either:

• "My Work" (see what's assigned to you)
• "Inbox" (see what's new)

Choose the one you check first every day.

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7.2.6: Switching Between Views Quickly

Once you've created several views, switching between them becomes part of your workflow.

Typical daily routine:

9:00 AM - Open table → "Inbox" view (default)

• See what came in overnight
• Assign items to yourself

9:15 AM - Switch to "My Work" view

• Start working on your assigned items

12:00 PM - Switch to "High Priority" view

• Check for urgent items before lunch

4:00 PM - Switch to "Needs Review" view

• Approve AI-generated responses

5:00 PM - Switch to "Completed Today" view

• Review what you accomplished!

Each switch takes one click—that's the power of Saved Views!

💡 💡 Keyboard Shortcuts (Future Feature)

Coming soon: Use keyboard shortcuts to switch views even faster!

• Ctrl+1 for View 1
• Ctrl+2 for View 2
• Etc.

For now, clicking is still pretty fast!

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7.2.7: Editing and Deleting Views

To edit a view:

1. Select the view you want to edit
2. Change your filters or columns however you like
3. Click "Update [View Name]" button

Your saved view now has the new settings!

To delete a view:

1. Open View Settings (gear icon)
2. Find the view you want to remove
3. Click the trash icon next to it
4. Confirm deletion

The view is gone (but your data is safe—only the saved filter settings are deleted).

💡 Can't Delete Your Current View

You can't delete a view while you're using it. Switch to a different view first, then delete the one you don't want.

This prevents you from accidentally losing your current work!

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7.2.8: Sharing Views with Your Team (Workaround)

Current limitation: Saved Views are personal—only you can see your views.

But you can share the settings manually!

Here's how:

Step 1: Document your view settings

Write down:

• View name
• All filters (field, operator, value)
• Which columns are visible
• Purpose of the view

Step 2: Share with your team (email, chat, wiki)

Step 3: Team members recreate the view manually

Yes, it's a bit manual—but once everyone sets up the same views, your whole team works consistently!

💡 Coming Soon: Team Views

Future versions will support:

• Shared Team Views - Everyone sees the same views
• Template Views - Pre-built views for common use cases
• View Permissions - Control who can edit vs. just use

For now, document and share manually—it still saves tons of time!

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7.2.9: View Best Practices

Do:

• ✅ Use descriptive view names ("Morning Triage" not "View2")
• ✅ Set a default view for your most common use case
• ✅ Create views for repetitive filters
• ✅ Organize views by workflow (morning, afternoon, weekly, etc.)
• ✅ Share view settings with new team members

Don't:

• ❌ Create 20+ views (you'll never remember them all)
• ❌ Name views generically ("Temp," "Test," "Backup")
• ❌ Keep outdated views (delete ones you don't use)
• ❌ Forget to update views when your workflow changes

💡 The 5-View Rule

Most people need only 5-7 saved views to cover their entire workflow:

1. Default view (what you see first)
2. Personal work queue
3. Inbox/unassigned items
4. Review queue
5. High-priority/escalated
6. Completed items (optional)
7. Error debugging (optional)

Start with these, add more only if truly needed!

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7.2.10: Real-World Example

Let's see how Sarah, a customer support manager, uses Saved Views:

Sarah's table: Customer Support Tickets

Her saved views:

1. "My Open Tickets" (default)

   • Status = Open
   • Assigned To = Sarah
   • Use: First thing every morning

2. "Team Inbox"

   • Assigned To is empty
   • Status = New
   • Use: Assigning work to team members

3. "Needs AI Review"

   • AI Response is not empty
   • Approved = No
   • Use: Reviewing AI drafts before sending

4. "Escalated to Manager"

   • Priority = High
   • Escalated = Yes
   • Use: Handling urgent issues

5. "Closed Today"

   • Status = Closed
   • Closed Date = Today
   • Use: End-of-day reporting

Sarah's workflow:

• 9:00 AM: Opens table → "My Open Tickets" loads automatically
• 10:00 AM: Clicks "Team Inbox" → Assigns 5 new tickets
• 11:00 AM: Clicks "Needs AI Review" → Approves 12 AI responses
• 2:00 PM: Clicks "Escalated to Manager" → Handles 2 urgent cases
• 5:00 PM: Clicks "Closed Today" → Sees 23 tickets resolved (great day!)

Time saved: ~15 minutes per day (no rebuilding filters!)

Over a year: 65 hours saved! 🎉

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What You've Learned

🎉 Fantastic progress! You've mastered Saved Views and can now work much more efficiently.

Let's recap:

• ✅ Saved Views are bookmarks for your filter settings
• ✅ Create views by saving your current filters and columns
• ✅ Switch between views with one click
• ✅ Set a default view that loads automatically
• ✅ Common views cover most workflows (Inbox, My Work, etc.)
• ✅ Share view settings with your team (manually for now)

You're no longer rebuilding filters—you're working smarter!

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

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Previous: 7.1 Filtering ConversationsNext: 7.3 Creating Dashboards