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Saved Views

A saved view stores a combination of filters, sort settings, and column visibility so you can return to it without reconfiguring each time.

Creating a view

Section titled “Creating a view”
  1. Open the issues or risks list (at the organization or product level).
  2. Apply the filters, sort, and column visibility you want to save.
  3. Click Save view.
  4. Give the view a name and choose its visibility:
    • Private — only visible to you.
    • Shared — visible to all members of the organization.
  5. Click Save.

View names must be unique per user, organization, and entity type (case-insensitive).

Accessing a saved view

Section titled “Accessing a saved view”

Saved views appear in the sidebar under the Issues or Risks section. Click a view name to open it with its saved filters applied.

Editing and deleting views

Section titled “Editing and deleting views”

Only the creator of a view can edit or delete it.

  1. Open the view.
  2. Click the view menu (⋯) next to the view name.
  3. Choose Edit or Delete.

Scope

Section titled “Scope”

A view can be scoped to:

  • Organization — applies across all products.
  • Product — applies only within a specific product.

The scope is set when the view is created and cannot be changed after saving.