How to save the content views your team needs to plan work faster

See the work that needs your attention without rebuilding filters every day

A custom view is a saved arrangement of the projects or posts screen: the filters you applied, how it is grouped, and how it is sorted. Save it once and it is a click away instead of a rebuild every morning.

Views exist for projects and for posts, and each has its own URL, so a view can be linked to and bookmarked.

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Why save views?

Common problems solved:

• Reapplying the same four filters every time you open the board
• Editors scrolling past work that is not theirs
• Everyone seeing the same board regardless of their job
• Weekly planning starting with five minutes of setup

What you get:

• One click to the slice you actually work from
• A personal default, so the app opens where you need it
• Shared views the team can rely on
• Links you can drop into a message or a standing agenda

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Step 1: Build the view

1. Open Projects or Posts.
2. Apply the filters you want: assignee, channel, status, category, priority, labels, and so on.
3. Set the grouping and sort.
4. Choose Save view and give it a name.

Name views for the job they do. My week, Awaiting client, and Ready to publish beat View 2.

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Step 2: Choose who it belongs to

A view is owned either by you or by the organization.

Owner	Who sees it
You	Only you
Organization	Everyone in the organization

Personal views are for how you work. Organization views are for how the team works, and are worth agreeing on rather than accumulating.

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Step 3: Set a default

Set a view as your default and it is where the screen opens. Most people default to the narrowest useful view: an editor to their own assigned work, a producer to the whole board.

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Board options

Two settings change how a board reads:

• Hide empty statuses: drop columns with nothing in them. Useful on a board with a dozen statuses where only four are ever busy.
• Tile colour source: what the colour on each card represents, such as status or a label group. Pick the dimension you scan for, and the board becomes readable at a glance.

Dragging a card between columns updates the project, so the board is how you move work rather than just how you look at it.

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Views worth building

View	Filters
My week	Assigned to me, not complete, due this week
Awaiting review	Status is in review, any assignee
Awaiting client	Status is with client
Ready to publish	Posts with status Ready
Failed publishes	Posts with status Failed
This client	One organization or one label
Overdue	Past due date, not complete

Failed publishes deserves a spot. A failed post is invisible on a normal board, and a saved view is how it stops being a surprise.

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Tips and best practices

• Keep personal views personal. Make it an organization view only when the team needs the same slice.
• Prune them. Six good views beat twenty nobody trusts.
• Set a default on day one for new teammates. It shapes what they think their job is.
• Link views in your standing agenda so a weekly meeting opens on the same board every time.
• Use labels for the dimensions filters do not cover, like content pillar or client. See Labels, Statuses, and Categories.

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Frequently asked questions

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Related articles

• Customizing Explorer View: the project explorer
• Your Production Dashboard: looking across organizations
• Labels, Statuses, and Categories: what you filter on