Working with saved views
When working with the views of a plan, you can perform the following actions:
Saving a view
When you’re using a certain view of a plan, and you’ve made some changes to the view itself, the view will move into an edited state, with the EDITED lozenge appearing after the view name. When this happens, you can choose to either save the changes in that same view, or save the changes in a new view.
Note that when the changes made to the view will only be visible to the current user until they save the changes in the view itself. The edited lozenge will only be visible to the current user as well.
The sample plan below is using the saved view called Mobile team view. The EDITED lozenge is displaying because some changes have been made to the view.
Saving changes in the same view
Click more (
) > Save. The view will be updated with the changes made.
However, if another user saves a change to the view before you save your own changes, you will be notified about the saved changes.
You can choose to do one of the following:
Overwrite the changes they’ve made: This will overwrite the changes they’ve made in the view with your own changes. The issues will be displayed with the changes you’ve saved the next time any user accesses the view. Click Confirm to continue.
Save your changes as a new view: This will let you create a new view and save the changes you’ve made in that new view. Click Confirm and follow the steps in the next dialog.
Discard your changes: This will discard the changes you’ve made. Click Confirm and changes made by the other user will stay saved.
Saving changes in a new view
Click more (
) > Save as.In the ‘Save as new view’ dialog, enter a name for the new view.
As an option, select the Make default for everyone checkbox. For any user accessing the plan for the first time, the issues will then be displayed according to the saved settings of the new view.
Click Save.
Discarding changes made in a view
While making changes to a view, you may realize that you no longer need these changes in the view. Note that by discarding your changes, they will be permanently deleted from the view, and the view will revert to the previous configuration of view settings.
Click more (
) > Discard changes.In the confirmation dialog, click Discard changes.
Deleting a view
Deleting a view will permanently remove the view from the plan. Any user currently using the view will no longer be able to use it.
Click more (
) > Delete.In the confirmation dialog, click Delete.
You can’t delete a view while it’s being used as the default view of a plan. You need to set another view as default view first.
- You can't delete a view if it's the only remaining saved view in a plan.