Filter, sort and save a view

Pick a list's chip in the CRM. The bar above the board or table holds every way to narrow it down.

Filter and sort

1. Choose Filter, pick a field, a condition and a value, then Add filter. Each filter shows as a chip; remove it with its cross.
2. Choose Sort and pick Newest first, Name, Last updated or any field, then Ascending or Descending, and Done.
3. Choose Columns (in a table) or Fields (on a board) and tick what each row or card shows.

You can also type in Search by name, and switch between Board and Table.

Save a view

1. Open the view menu at the left of the bar. It shows the view's name, or Unsaved view.
2. Under New view, type a name.
3. To share the view, tick Shared with the team. Only workspace admins see this box.
4. Choose Save view.

A view keeps the filters and sort you see, as a board or a table. Pick it from the same menu next time: your own views say mine. After changing a saved view, choose Save changes to keep the change.