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Planner Saved Views

Save a Planner board setup under a name, share it with the team, and set which view opens for you by default.

Overview

A saved view holds your desired view under a name of your choosing, so you can refer back to it whenever you need. This works in the same way as saved views in Workflow. Set one as your default and the Planner opens that way for you every morning, without you rebuilding it. Views are how the Planner holds a setup, which makes this the article to read if your filters keep disappearing.

đŸ‘„ Access permissions

  • Anyone who can open the Planner can create, edit and delete a saved view. Review user roles before granting access.

📍 Location in the app

  • Productivity > Planner > Views

Why a setup needs saving

The Planner opens on a clean board. Filters and your colour lens reset when you reload the page, so nobody inherits a filtered board they did not set up and cannot explain.

A saved view is how a setup is kept. Build the board the way you want it, save it, and mark it as your default.

Views belong to the whole company

This is the part worth being clear about before you start naming things.

  • A saved view is shared. Everyone who can open the Planner sees every view.

  • Anyone can change or delete any view, including views someone else created. There is no confirmation step and the change is immediate.

  • Your default is yours. Choosing which view opens for you is the only personal part.

In practice, name views so it is obvious who they are for and what they do. Install crew, this week survives a shared list better than Mine.

📝 Note

  • Updating the view you are currently in also saves your current board into it. If you open a view, change the filters to check something, then update the view to fix a typo in its name, the filters you were experimenting with are saved into it as well. Reload the view before renaming it.

Save a new view

  1. Set the board up the way you want it: colour lens and filters.

  2. Click Views, then Save current view.

  3. Enter a name.

  4. Tick Save as default if you want the Planner to open this way for you.

  5. Click Save view.

Edit a saved view

  1. Apply the changes you want the view to hold.

  2. Click Views.

  3. Hover over the view name and click Edit.

  4. Update the name if you need to, then click Update view.

Delete a saved view

  1. Click Views.

  2. Hover over the view name and click Edit.

  3. Select Delete.

Deleting is immediate, cannot be restored and affects everyone.

Setting your default

Turn on Set as default while saving or editing a view, at any time.

📝 Note

  • A default view reapplies its filters every time you open the Planner. If your default hides blocked or completed work, it will keep hiding it, every day, quietly. If work seems to be missing from your board, check your default view before anything else.

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