Summary
This article walks you through how to save a view. You can save a custom view on the Obligations dashboard to reuse the same filters without rebuilding them each time. You can either start with a blank view and add filters, or save a view after you already configured filters on the dashboard.
Use Case
At Classics Inc., a legal operations specialist needs to check upcoming reporting obligations every week. They save a custom view that shows only the obligations they care about. This helps them return to the same filtered list faster.
Prerequisites
| Features | Obligations |
| Permissions | Admin role |
You can create a custom view in two ways. You can create a blank view first and then add filters, or you can save a view after you already configured filters on the dashboard. Both methods create the same result.
There are many ways to use views to organize your obligations. Some of the most common views created are:
- By Status
- By Type
- By Assignee
- By Due Date
Create a Blank View
To create a blank view:
- Click Add view indicated by a plus sign.
- Enter a name for your view. Your new, blank view is located under the My Views section of the Views sidebar.
- Add filters to your view.
- Click Save and update view. Your custom view is updated.
Create a View Based on Current Filters
To create a view based off of your already configured filters:
- Click the Save button, located next to the filters at the top.
- Click Save as new custom view.
- Enter a name for your view. Your new view is located under the My Views section of the Views sidebar.
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