Saved Views help you create multiple calendar views so you can see certain projects and other calendar items more specifically at a click of a button. When you use Saved Views you can easily pick and choose what exactly you want to see on your calendar without disrupting the view of your team members.
Locate Saved Views
You can find Saved Views in your main calendar navigation.
Create New And Edit Saved View
To create a new Saved View, select Create New View.
Give the new view a name and make selections to the Filter Content and/or Calendar Display Settings. Whatever options you select will appear on your calendar immediately and whenever you are using this Saved View.
You can select multiple filters and multiple options under each filter.
To edit an existing Saved View, click the ellipsis next to the view you want to edit, then click Edit. Make any needed changes. When you’re finished editing, click Done.
To share a view with your team, select the Share view with my team checkbox inside any Saved View. If this option is not checked, the view can only be used/edited by you.
Set A Custom Default Saved View
Choose which saved view will be displayed by default when you log in.
To set a view as your default, click the vertical ellipsis and select Default View.
Organize Your Saved Views List
To ensure that you can see the saved views you use most often and keep those you rarely use from cluttering up your Saved Views list, you can choose to Favorite and Hide views.
Favorite views appear at the top of your Saved Views list for easy access. Hidden views are collapsed under the Hidden views list. To remove a view from the Hidden views list, click the vertical ellipsis and select Show view.
Each Filter will only filter the content that pertains to it. For example, only Projects and Marketing Campaigns have the ability to add Tags. If you filter by a specific Tag, saved calendar views will filter all Projects and Marketing Campaigns by that selected Tag, but will still display calendar items that do not have the ability to be Tagged. To filter more, add additional filter types to reach your preferred outcome.
1. Color Label: Displays any calendar item with the selected color label.
2. Type: Displays the Project type that is selected.
3. Tag: Displays items that can have tags. (Projects and Marketing Campaigns.)
4. Team Member: Displays items that can have team members assigned. (Projects and tasks.)
5. Status: Will display items that can have a status. (Projects and Social Messages.)
6. Social Profiles: Will display Social Messages with the selected social profile.
7. WordPress: Displays WordPress Projects with the selected Category and/or Author.
8. Email Service: Displays the selected email service projects.
How To Delete a Saved View
If you want to delete a Saved View, click on the pencil icon by the name of the Saved View that you want to delete to open the editing panel. Click the ellipses and select Delete View.
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