Saved Views

Configure your task list or client list exactly how you need it, then save the whole configuration as a named view. Next time, one click brings it all back.

Each saved view remembers your complete filter state including sort preferences, so you get exactly the same view every time.

Give each saved view its own icon and colour to make it instantly recognisable. When you have several views pinned to the navigation menu, the visual distinction helps you find the right one at a glance.

Your most-used views - whether for tasks or clients - can be pinned directly to the main navigation menu for quick access. Instead of navigating to a list and then selecting a view, jump straight to it from anywhere in the application.

Pin your "My Overdue Tasks" view, your "Active Limited Companies" client view, or any other view you use regularly.

Saved views support both preset date ranges (this week, this month, this quarter) and custom date ranges. Preset ranges are dynamic - a "this week" view always shows the current week, not the week you saved it.

Custom date ranges are useful for specific periods like tax year deadlines or seasonal workloads.

Task saved views can filter by any combination of:

• Client - specific clients or client groups
• User - assigned to specific team members
• Team - assigned to specific task teams
• Category - task categories
• Status - open, in progress, completed, etc.

Combine filters to create precise views like "My VAT tasks due this month" or "Team B's overdue bookkeeping work."

Client saved views let you slice your client list by the criteria that matter to your practice:

• Status - active, prospect, dormant, and more
• Client type - limited company, sole trader, partnership, etc.
• Manager / Partner / Associate - filter by the staff members responsible for each client
• Services - clients subscribed to specific billable services

Create views like "Active Limited Companies managed by Sarah" or "All prospects awaiting onboarding" and access them instantly.

Toggle overdue-only mode on a task saved view to show only tasks that have passed their due date. This is a quick way to create a view that highlights work needing immediate attention without manually setting date filters.

Switch a task saved view to calendar view mode to see individual workflow steps rather than whole tasks. This is useful when you want to focus on what needs doing next across multiple tasks - see all the steps assigned to you, regardless of which task they belong to.

Calendar view works particularly well with the Focus Panel, where you can work through your step queue one by one.