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Saved views

Filter the Jobs list the way you need it, then save that setup as a view so you can open it again in one click.

Who can do this​

Anyone with Jobs access can:

  • Use built-in presets and their own My views
  • Save a personal view from the current filters and layout

Admins can also create and delete Shared views that everyone in the organisation can use.

Open a view​

  1. Go to Jobs.
  2. Open Views in the header (next to Filters).
  3. Choose a preset, one of your views, or a shared view.

The list, board, or table updates to match that view’s filters and layout.

Jobs views picker
Screenshot: Views menu showing presets, My views, and Shared views. (App route: /dashboard/jobs)

Save the current filters​

  1. Set filters (and list / board / table) how you want them.
  2. Open Views → Save current as view…
  3. Enter a name.
  4. Choose Only me or Shared with shop (admins only for shared).
  5. Save.

Update or discard changes​

If you change filters while a saved view is active, you will see Update and Discard:

  • Update — write the new filters back to that view (not available on built-in presets)
  • Discard — restore the view’s saved filters

Built-in presets cannot be edited. Save a copy as a new view instead.

Relative dates​

Under Fit date or Templating date in Filters, use chips such as Next 30 days, This week, or Overdue.

These stay correct over time — they always mean “relative to today”, so a saved view like “Fit in next 30 days” does not go stale.

You can still pick fixed custom dates when you need a one-off range.

Built-in presets​

Examples include:

  • Assigned to me
  • Ready to invoice
  • Deposit unpaid
  • Material not in house
  • Open issues
  • Fit in next 30 days