Views & Filters

Views let you create saved, filtered perspectives on your workspace data. Build a view once, and it's always up to date.

What is a View?

A view is a saved combination of:

• Entity type — What you're looking at (actions, captures, contacts, projects, etc.)
• Filters — Conditions that narrow down the results
• Sort order — How results are ordered
• Grouping — How results are categorized
• Layout — List or board (kanban) display

Creating Views

1. Navigate to any entity view (e.g., Actions)
2. Apply filters, sorting, and grouping to get the data you want
3. Save as a new view with a name
4. The view appears in your sidebar for quick access

Layouts

List Layout

A compact table view showing entities as rows with sortable columns. Best for scanning large amounts of data.

Board Layout

A kanban-style view with columns representing a grouping property (typically status). Drag items between columns to update their properties. Best for visual workflow tracking.

Filtering

Views support advanced filtering with multiple conditions:

• Status — Filter by workflow state or state category
• Assignee — Filter by who's responsible
• Priority — Filter by urgency level
• Label — Filter by applied labels
• Project — Filter by project association
• Cycle — Filter by sprint/iteration
• Due date — Filter by date ranges (overdue, this week, etc.)
• Team — Filter by team
• And more, depending on the entity type

Combine multiple filters with AND logic to create precise views.

Sorting and Grouping

• Sort by any property in ascending or descending order
• Group results by a property (status, assignee, priority, project, label) to create visual sections

View Scoping

Views can be scoped to different levels:

Favorites

Pin views you use frequently as favorites. Favorited views appear prominently in your sidebar for one-click access.

Duplication

Duplicate an existing view to create a variant with different filters or settings, without starting from scratch.