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Productivity

Saved view

A saved view is a stored configuration of a list or board - its filters, sorting, grouping, and columns - that you can reopen instantly instead of setting up the same query every time.

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  • Also called: custom view, saved filter

Definition

What is Saved view?

A saved view is a stored configuration of a list or board - its filters, sorting, grouping, and columns - that you can reopen instantly instead of setting up the same query every time.

A saved view captures how you want to look at data. You set the filters, sort order, grouping, and visible fields once - for example, my open tasks due this week, grouped by project - then save it so the same lens is one click away rather than reconstructed each time.

This matters because most people return to the same few questions repeatedly. Saved views turn those recurring questions into permanent, shareable lenses, so a team can standardize on the same way of seeing work and individuals can keep their own personal cuts of the data.

In a work OS like Atlas, the same underlying records can power many saved views - by owner, by status, by client, as a list or a board - so different people see what is relevant to them without duplicating data or building a new report each time.

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Related reading

  • The all-in-one work OS
  • The Atlas platform
  • Work OS glossary

FAQ

Questions, answered.

What is a saved view?
It is a stored configuration of a list or board, including its filters, sorting, grouping, and columns, that you can reopen instantly instead of setting up the same query every time.
Why use saved views instead of filtering each time?
Most people return to the same questions repeatedly. Saving a view turns a recurring query into a one-click, shareable lens, so teams can standardize how they see work and individuals keep their own cuts of the data.

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