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 (from the Tasks screen) 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, select the "Add a view" option from the views dropdown menu within your project.
Then:
1) Name your view
2) Decide whether the view needs to be accessible to everyone or you only (private vs public)
3) Select the initial layout of your view (you can always modify it later)
4) Confirm it by selecting Create view
Note that different modules will display different layouts, e.g. you can't use the List view with 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 (from the Tasks screen only)
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 "Me" filter to show data only assigned to you.
If you click on "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.
Views use case: My Active Tasks ⭐️
Quick tip: to make sure each person is aware of the tasks assigned to them, you can create a public view that everyone can use.
Start by configuring the "Me" filters:
... give it an easily understandable name and make it public:
Later, when each person selects that view, they will see only the tasks assigned to them:
Productive will remember your last selected view and will display it once you navigate back to that screen.