Filter work and save a view

1. Press Add Filter and choose a field, such as Assignee, Client, Client Tags, Status, Work Type, Fee Type, Queue, or a date: Start Date, Due Date or Deadline Date.

   

   Add Filter on Work.

2. Choose the values, then press Apply. The filter shows as a chip; its x removes it.

3. Press More options (the three dots) and choose Save as New View. Give it a Name; tick Visible to all colleagues to share it with the firm.

Saved views are listed under the view name at the top left, such as All Work. More options also has Save View (update yours), Share View (copy a link) and Manage Saved Views.

Note

The totals strip and the export follow your filters. A Restricted User can save views for themselves but cannot share them.