Apply the dynamic "Me" filter to a view so everyone sees only their own items such as tasks, budgets, or deals.
This filter is part of the Person field dropdown and appears in fields like Assignee, Creator, Owner, or Person. You can use it in task views, Resourcing, Deals, and Budgets.
What makes it dynamic? It automatically adapts to the person viewing the data. When used in a public view, each teammate sees only their own relevant content. No extra filtering needed.
For example, if a view is filtered by "Me" on the Assignee field, every user will see only their assigned tasks. This helps teams stay focused on their own work without manual setup.
