Vistas are saved, configurable views of your work objects, issues, tickets, accounts, parts, and more. You can filter, sort, group, and arrange columns to focus on exactly what you need, then save and share those configurations with your team.

Find views

Views are available in two places:

• Left nav: Several views are pinned here by default, including Issues, Tickets, Inbox, and Parts. Views you have created or that others have shared with you can also be pinned under one of the sections on left nav

• Explore: Click Explore in the left nav to browse all views available to you, including stock (default) views and any custom views shared with you by teammates.

Create a view

You can create a new view from the left nav or by saving changes from within an existing view.

Create from the left nav

1. In the left nav, click the + icon next to any section.

2. Select the object type you want the view to display, such as Issue, Issue, Ticket, Account, or Part.

3. Optionally, choose which left nav section to pin the view to.

4. The new view opens and is added to the selected section in the left nav.

Save from within an existing view

1. Open any view and make changes, apply filters, adjust sort order, configure columns, or change grouping.

2. A Save as button appears in the top-right toolbar once changes have been made.

3. Click Save as, enter a name, an optional description, and a section, then confirm.

4. The view is saved and appears under the selected section if any;  otherwise, find it in Explore under My Views.

View controls

Every view has a standardized toolbar in the top right. The controls appear in the following order, left to right:

Filters

Filters narrow your view to show only the records that match conditions you define.

Show or hide the filter bar

Click the Filter icon (funnel) in the top-right toolbar to toggle the filter bar on or off. When visible, it displays all currently active filter chips, for example, Created date: Last 90 days, or Stage.

Add a filter

1. Click the Filter icon to make sure the filter bar is visible.

2. Click + in the filter bar.

3. Select the attribute you want to filter by, and set the condition and value.

4. The view updates immediately, and the new filter appears as a chip in the filter bar.

Edit a filter

1. Click any existing filter chip in the filter bar to open its settings.

2. Adjust the condition or value, then confirm to apply the change.

Remove a single filter

Click the filter chip you want to remove, then select the option to delete it.

1. Click the filter chip you want to remove.

2. Select the option to delete it.

Clear all filters

Click Clear in the filter bar to remove all active filters at once.

Sort

1. Click the Sort icon in the top-right toolbar.

2. Select the attribute to sort by, such as Priority, Created date, or Owner.

3. Choose Ascending or Descending order.

4. You can apply multiple sort conditions. Records are sorted by the first condition, then by subsequent conditions for any ties.

View options

Click the View options icon in the top-right toolbar to open a menu that controls view type, grouping, and visible columns.

View type

Switch between list, board, and Gantt chart layouts without changing your filters or configuration.

1. Click the View options icon in the top-right toolbar.

2. Under View type, select List, Board, or Gantt.

3. The selected view type is saved when you click Save.

Group by

1. Click the View options icon in the top-right toolbar.

2. Find Group by and select an attribute, such as, Stage, Owner, or Priority.

3. The view reorganizes into labeled sections, one per attribute value.

4. To remove grouping, return to View options and clear the Group by selection.

Columns and attributes

1. Click the View options icon in the top-right toolbar.

2. Toggle individual attributes on or off, such as, Priority, Stage, Owner, Asset, or Changes Needed.

3. Column visibility is saved with the view when you click Save.

Search

1. Click the Search icon in the top-right toolbar.

2. Type any part of a record's name or description.

3. Observe results filtering to matching records as you type.

4. You do not need to know a record's ID, searching by name or description is sufficient.

Actions

The ⋮ Actions menu in the top-right toolbar contains Share, Export, and Delete options.

Share a view

Views are private by default. You can share them with specific people, groups, or your entire organization.

1. Click the ⋮ Actions menu in the top-right toolbar and select Share.

2. In the Share View modal, search for individuals on the Owner tab or groups on the Group tab.

3. Assign each person or group a role: Viewer or Editor.

4. To make the view available to everyone in your organization, enable the Anyone in organization toggle.

5. Click Share.

External users and inactive users do not appear in search results. To share a direct link instead, click Copy link in the Share modal.

Shared views appear under Shared with me in the left nav for recipients.

Access control

Users can only open or edit a view if it has been explicitly shared with them or with a group they belong to. Without permission, they cannot access the view, even with a direct URL.

• Viewers can see the view and its data but cannot save changes.

• Editors can make and save changes to the shared view.

Managing access

Editors and the view creator can review and update who has access.

1. Click ⋮ Actions > Share.

2. In the Share View modal, the current access list shows each person or group along with their role.

3. To remove someone's access, find their entry in the list and click Remove access.

Export

1. Click the ⋮ Actions menu in the top-right toolbar.

2. Select Export.

3. Choose your export format: CSV or JSON.

4. To export every attribute in one step, use the Export all columns option, this includes all attributes, not just the columns currently visible in the view.

Exports reflect all currently applied filters. Records excluded by active filters are not included in the export.

Delete a view

1. In the left nav, find the view.

2. Click the edit icon next to the view name.

3. Click Remove access.

4. Click Delete to confirm.

Deleting a view does not affect the underlying records.

Best practices

• Define your goal before creating a view. A focused view, such as "Open P0 issues assigned to me", is more useful than a broad one. Know what question you are trying to answer before adding filters.

• Keep views focused. A view with many filters is harder to maintain. If you need to answer multiple questions, create separate views.

• Share views to align your team. When multiple people work from the same view, they share the same context. Use shared views for standups, triage sessions, and sprint reviews.

• Use descriptive names. Names like "Q2 Customer Escalations P1 & P2" are easier to navigate than "My Filtered View 3". Add a description when you save so others understand the view's purpose.

• Revisit and update views regularly. As your team's workflows evolve, review saved views periodically and adjust filters, columns, and grouping to reflect current needs.