Custom views save the filters, columns, and sort order you use most so you can switch between them with a click. They are personal to you and can be pinned to the sidebar for one-click access.
- Click Workflows in the sidebar.
- Build the view you want:
- Click Manage Columns to pick which columns appear and in what order.
- Apply filters from the filter chips at the top of the list.
- Click a column header to set the default sort.
- When the list looks the way you want, open the views badge at the top of the page (next to the active view name).
- Choose Save as new, enter a name (e.g. "My overdue audits", "Due this week — VAT"), and save.
The new view appears in the views badge dropdown. Switching to it instantly applies that view's columns, filters, and sort.
To update a saved view with new filters or columns, switch to it, make your changes, then choose Update from the same menu. To remove it, choose Delete.
Tip: Click the pin icon next to a view to pin it under Workflows in the sidebar — pinned views are one click away from anywhere in the app.
Note: Views are personal — your colleagues won't see your views, and you won't see theirs. To share a recurring filter or set of columns, talk to an administrator about setting up a default view at the organisation level.