Saved views
Save a set of inbox filters and a layout under a name, for yourself or the whole workspace.
A saved view is a named inbox: a set of filters plus the layout to show them in. Make "Urgent bugs", "Assigned to me" or "Client review 1" once and open it again instead of rebuilding the filter every morning.
Save and open a view
Set up the inbox — project, status tab, filters, search, list or board — and click Save view in the toolbar. Give
it a Name and turn on Share with the team if everyone should see it. The view appears under Views in the
sidebar (a people icon marks shared ones) and in the ⌘K command palette; clicking it opens the inbox with its
filters and layout.
When you change the filters of an open view, an Update "view name" button saves the change into it (for your own views, or shared ones if you're not a viewer). The ⋯ menu next to a view in the sidebar has Edit (rename, share or unshare) and Delete; deleting a view never deletes feedback.
What a view stores
| Field | Values |
|---|---|
name | Up to 80 characters |
filters | Any of the inbox filters below — only the ones you set; the inbox fills in the rest |
layout | "list" (default) or "board" |
shared | false (default): only you see it. true: everyone in the workspace sees it |
Filters a view can hold:
| Filter | Meaning |
|---|---|
projectId | One project |
status | A status, "active" (open, in progress, in review) or "all" |
kind | question, idea (Change), bug or comment (Other) |
priority | none, low, medium, high or urgent |
assigneeId | Items assigned to one member |
roundId | Items in one review round |
page | Items whose page URL contains this text |
since | Items created at or after this time (ISO 8601) |
q | Full-text search |
Personal and shared views
Personal views belong to you. Shared views appear for every member of the workspace — use them for the queues the
whole team works from. A shared view can be changed or deleted by its owner and by workspace owners and admins
(403 for anyone else); other members' personal views are invisible to you (404). Viewers can keep personal views
but not share them.
API
All under /api, with a dashboard session:
| Endpoint | Does |
|---|---|
GET /api/views | Your views and the workspace's shared views |
POST /api/views | Create { name, filters?, layout?, shared? } |
PATCH / DELETE /api/views/:id | Update any of those fields, or delete |
Share links and client sign-off
Send a report or a whole review round to someone without an account. Expiring, revocable, optionally password-protected links, public comments, and Approve / Request changes sign-off with an email and webhook.
Notifications
Who hears about a new report, follows and @mentions, the bell and the notifications page, digests, desktop alerts and emails to reporters.