Table Views
Table Views allow you to save and manage custom table configurations for faster access to the data that matters most to you.
Overview
Section titled “Overview”A Table View captures your current table settings (filters, visible columns, column widths, column order, sorting, view mode, and kanban grouping) so you can quickly return to that exact configuration later. Views can be private (only you can see them) or shared with your entire organization.
Available On:
Working with Views
Section titled “Working with Views”Accessing Views
Section titled “Accessing Views”Look for the Views button in the table toolbar. Click it to open the views panel where you can:
- See all your saved views
- Create new views
- Apply, replace, or delete existing views
Creating a View
Section titled “Creating a View”- Configure your table the way you want it:
- Apply filters to narrow down data
- Show/hide columns using the column picker
- Resize columns by dragging their edges
- Reorder columns by dragging column headers
- Sort by clicking column headers
- Switch view mode (list, kanban, calendar, gantt)
- Click the Views button in the toolbar
- Click Create View
- Enter a name for your view
- Choose your settings:
- Public — share with everyone in your organization
- Favorite — add to your favorites for quick access
- Default — automatically load this view when you open the page
- Click Create
Applying a View
Section titled “Applying a View”- Click the Views button
- Click on any view in the list
- The table instantly updates to match that view’s configuration
Replacing a View
Section titled “Replacing a View”If you’ve made changes to a view and want to save them:
- Configure the table with your new settings
- Open the Views panel
- Click the three-dot menu (⋯) next to the view
- Select Replace View
- The view is updated with your current table settings
Deleting a View
Section titled “Deleting a View”- Open the Views panel
- Click the three-dot menu (⋯) next to the view
- Select Delete
Note: You can only delete views you created.
View Types
Section titled “View Types”Private Views
Section titled “Private Views”Private views are only visible to you. They’re marked with a lock icon.
- Perfect for personal workflows
- Keep your custom views organized
- Other team members won’t see them
Public Views
Section titled “Public Views”Public views are visible to everyone in your organization. They’re marked with a people icon.
- Great for team-wide standard views
- Share useful filter combinations
- Anyone can apply them, but only the creator can edit/delete
View Settings
Section titled “View Settings”Each view captures these table settings:
| Setting | What It Captures |
|---|---|
| Filters | Active filter conditions |
| Column Visibility | Which columns are shown/hidden |
| Column Widths | Custom column sizes in pixels |
| Column Order | Sequence of columns |
| Sorting | Sort column and direction |
| View Mode | List, Kanban, Calendar, or Gantt |
| Kanban Group By | Field used to group kanban cards (e.g., status, priority) |
Favorites
Section titled “Favorites”Mark views as favorites to see them at the top of your views list. This helps you quickly access your most-used views.
Default View
Section titled “Default View”Set a view as your default to have it automatically load when you open the page. Each table can have one default view per user.
Note: Default views take priority over any locally saved preferences.
System Tab Overrides
Section titled “System Tab Overrides”Some modules have built-in system tabs (e.g., “All”, “My”, “Unassigned”). You can customize the table configuration for each system tab:
- When you change columns, filters, or sorting while on a system tab, the changes are saved as your personal override for that tab
- Each user can have different configurations for the same system tab
- System tab overrides are identified by a
systemTabId(e.g., “all”, “my”, “unassigned”) - Your overrides persist across sessions
Searching Views
Section titled “Searching Views”If you have many views, use the search box in the Views panel to quickly find the one you need. Type part of the view name to filter the list.
Best Practices
Section titled “Best Practices”- Name views descriptively — use names like “High Priority Contacts” or “Deals Closing This Month”
- Use favorites — star your most-used views for quick access
- Share useful views — make commonly needed views public for your team
- Set a default — configure your most common view as default
- Keep it organized — delete views you no longer need
- Customize system tabs — adjust the built-in tabs to show the columns you care about
See Also: