Saved Views sits within Filters and allows you to save your filter segment so you can easily apply it in the future or set it to default applying it to your Work board every time you log in.
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 Filters drop-down menu.
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 board by clicking on the Views drop-down menu and selecting the chosen Saved view.
You or the team can set any shared view as their default view by dropping down the Filters menu and ticking the chosen Saved view. This will be the view shown when you log in to your XBert Account.
What's Next?