Saved views
A saved view stores a combination of filters, layout, and detail level so you can return to exactly that framing in one click. Saved views are a Pro feature.
What it does
At any time the canvas has a state: a layout (Stream, Board, or Timeline), a stakeholder detail level, and a set of filters. A saved view captures that state under a name. Applying a saved view restores all of it at once.
This matters because the same roadmap is shown differently to different audiences — an executive view, an engineering view, a single-workstream view — and rebuilding each one by hand before every meeting is slow and easy to get slightly wrong.
When to use it
- For a recurring meeting that always wants the same framing.
- When you switch often between two or three standard views.
- When a particular filter-and-layout combination took effort to get right.
When not to use it
- For a one-off view you will not need again. Just set the canvas and move on.
- As a substitute for export presets. A saved view controls what is on screen; an export preset controls what is in a file.
3-minute flow
- Set the canvas the way you want it — layout, detail level, filters.
- Open the Progress tab and find the Saved views section.
- Click Save current view and name it for its audience.
- Later, click Apply on the view to restore it instantly.
- Rename or delete views as your meetings change.
Best use cases
- A standing "Exec review" view.
- A per-workstream view for a workstream owner.
- Quick switching between a clean summary view and a detailed working view.
Common mistakes
- Saving so many views that finding the right one becomes its own task.
- Confusing saved views with milestones — a saved view is a lens on the current roadmap, not a snapshot of a past one.
Related guide pages
Availability
Pro. Free users see Saved views as a locked Pro feature.