Save List View

After you have customized your list view with the columns you need, grouped them, or applied filters, you can save the list view for future use.

Save as a New List View

To save the view under a new name:

1. Click the three dots in the upper-right corner and select Save as New View.
2. Enter the name for this new view and click Save.

Share a View with All Users

If you want other team members in your InLoox account to be able to use this view, you need to make it a global view:

1. Click the three dots in the upper-right corner and select Manage Views.
2. You will see a list of all saved views (e.g., in the Projects section).
3. Enable the Visible for All option.

Now every user in your InLoox account can select this view in the respective section.

Save Changes to an Existing View

To save changes you have made to the currently active view:

1. Click the three dots in the upper-right corner and select Save View.
2. InLoox saves your changes automatically.

warning

If the view is a global view, changes will not be saved. Global views cannot be modified by individual users.