Saved Views sits within the Advanced Filters section. But it is also easily available on your work list or work board header.
This allows you to save your filter segment so you can easily apply it in the future or set it to default to that segment at all times.
You can create a view and share it with your team members so they can access it too!
To Save a Shared View
Select the Advanced Filters icon on your header.
Select the filters and date range you wish to save. The Saved Views box appears on the right-hand side.
Name this Saved View you wish to share with your team. If you want to share this view with your other team members, tick the Shared box below and select Save.
Your list of Saved Views will appear as above.
Any Shared views you have created that are shared with the team will be highlighted.Unselect the shared icon to unshare it with your team.
Any shared views your team members have created will also be shown here.
You and your team members can access shared views easily on the work list or work board by clicking on the Saved Views drop-down menu and selecting a chosen Saved view.
You or the team can set any shared view as their default view by dropping down the Advanced Filters menu and ticking the chosen Saved view.
This will be the view shown when you log in to your XBert Account.
❗NOTE: Each page can have its own set of views; the Saved View dropdown only shows the views that belong to the work list or each work board. You can now have a default view for each page.