In October 2021 we introduced a new way of creating and managing views. The feature is available not only for tasks but also for deals, budgets, contacts, invoices, and scheduling.

Adding and modifying views

Click on the view name to change a view or create a new one.

Choose a layout for your view and decide if the view will be a private one or visible to everyone.

You can also group items by different criteria as well as add filters to your view Choose fields to be shown in the card and hit Save when you are done.

Furthermore, you can edit, pin, duplicate or delete your view.
Private views will have the lock icon next to them indicating they're only visible to you.

Views on the Tasks screen

Please note that on the global Tasks screen all views are private by default and public views are not enabled.

Views on Budgets, Deals, Invoices, and People

The new way of creating multiple views in the same way is also available for budgets, deals, invoices, and people.

Me filters

You can enhance your views with two cool "me" filters. Click to learn more.

Me mode.

Me (dynamic) filter.

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