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How To: Manage Saved Views as an Admin

Learn how to access and manage Saved Views created by your team

Written by AI Support
Updated over 2 weeks ago

Admins can now access a dedicated Saved Views page showing every saved view in the workspace - name, page, creator, whether it's shared, and when it was created. Any view can be deleted from this page, including those created by other users.

To access Saved Views as an admin:

  1. Navigate to Settings from the left navigation

  2. Under Workflow, click on Saved Views

Note: Only admin users can see this page. The general Account Settings are also only available to admin users.


What you can see

Each saved view in the list shows:

  • Name - the name of the view

  • Page - which section of XBert the view applies to (for example, Task List or Status Board)

  • Created By - the team member who created it

  • Shared - whether the view is shared with others (Yes or No)

  • Created - the date it was created


Deleting a saved view

Click the delete (bin) icon next to any view to remove it. A confirmation prompt will appear before anything is deleted.

  • Shared views - you will be warned that deleting it removes it from everyones view

  • Private views from active users - you will be warned that this removes a personal view belonging to another team member

  • Views from deactivated/removed users - you can delete these to keep the workspace tidy

Note: Deleting a view cannot be undone. You can only delete views from this page - editing or renaming is not available here.

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