Views combine your preferred layout with filters and fields, which allows you to organize your data and quickly find what you need.
Furthermore, sharing views with your team improves collaboration and keeps everyone on the same page.
You can use and save Views on Tasks, Deals, Budgets, Contacts, Invoices, Docs, and Resourcing.
Creating a view
To create a view (private or public) from scratch, follow these steps:
Select the "Add a view" option from the views dropdown menu within your project. You can do this while looking at Budgets, Invoices, Expenses, Employees, or Contacts. In short, anywhere there's a Views dropdown, you can add a view.
Next, follow these steps:
Name your view
Decide the accessibility: Choose whether the view should be public (accessible to everyone) or private (only visible to you).
Select an initial layout: Choose the starting layout for your view (you can always modify it later).
Confirm your selections by clicking Create view.
Note: Different modules will offer different layout options. For example, the List view isn’t available for Deals or in Resourcing.
Next, tweak your view with Filters:
Group the displayed data by certain parameters (available in some layouts):
When you're done, be sure to save your new view:
Selecting the "Save as" option allows you to create a new view from an existing one. You can make the view visible to everyone or only to you, name it and change the layout. The "Save changes" option saves over the last saved view.
View visibility
If you selected the "View is visible to everyone" option when creating the view, it means that your teammates can use this view as well if they have sufficient permission levels to do so.
If you leave this option unchecked, the new view will be visible only to you. You can always change this setting if needed by editing your view.
Managing and editing your views
Click on the views dropdown menu to see the complete list of your saved views.
Note that if a view is set to private, it will have a padlock meaning that you're the only person who can see it.
Click on the Options button to:
Share it with your team
Add the view to your favorites in the Home tab
Get an iCal link and export this View configuration to your Calendar app
Edit the view (select different filters, layout, sharing or grouping)
Pin it, so it appears on the top of the views list
Duplicate the view
Delete the view from the list
Additional "Me" Filters
Use the "Me" filter to show data only assigned to you.
If you click on the "Me" preset filter in the upper-right corner of your screen, it will show you data only owned by you or assigned to you. For example, if you press it when looking at tasks, it will show you tasks only assigned to you.
Additionally, if you turn on the dynamic "Me" filter, it will show the data that is owned or assigned to the person that is looking at the screen.
For example, if you create a public View under Budgets and set the Budget Owner filter to "Me (dynamic)", each person who is a budget owner will see a list of their budgets when using that view.
Use Case: My Active Tasks ⭐️
To ensure each team member is aware of their assigned tasks, you can create a public view that everyone can access.
Start by configuring the view by adding the "Me" filter, along with any other necessary filters.
Give the view a clear, easily recognizable name, and make it public.
When each person selects this view from the views dropdown, they’ll only see the tasks assigned to them.
Productive will remember the last view you selected and automatically display it the next time you navigate back to that screen.