marigold

save a view and recall it later

saved views remember search, dropdown filters, sort, group-by, and your filter rules — including which view mode (table or kanban) you were on.

3 steps~2 min
  1. 1

    set up the table or board the way you want it

    pick filters, search, sort, group-by, and view mode.

  2. 2

    click "save view"

    name it ("hot ar leads," "facebook ads — quoted but not won," "churn watch"). save.

  3. 3

    switch between views

    every saved view shows in the views menu — one click applies the whole combo. "clear" returns to the default unfiltered list.

    tip

    views are per-user inside your business — your team sees their own. for shared lists, export to csv instead.

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