Your day to day
Saving what you check every week
If you navigate to the same thing five times, it should be one click away.
Almost everyone repeats the same route every Monday: sign in, filter for what is stuck, sort by age, look. Thirty seconds paid fifty times a year, and exactly what can be saved.
What is worth saving
| View | What for | How often it is checked |
|---|---|---|
| Stuck more than two weeks | The Monday review | Weekly |
| Expiring this quarter | Getting ahead of renewals | Monthly |
| Mine, still open | Knowing what is on my plate | Daily |
| One site or client | While something is running with them | For the duration |
The signal
If you have reached the same place by filtering three weeks running, that is a view. If you have had to explain to a colleague how to get there, all the more so: what needs explaining is what needs saving.
Important
A saved view is not a report. It shows what is there now, not what was: if you need to compare months or show a trend, that is a report and it is generated separately.
Watch out
Saving twenty views is back to the original problem. Three or four per person is what gets used; beyond that you start searching among the views, which is exactly what you were avoiding.
Worth knowing
If a view serves the whole team and not just you, share it. Half a dozen people repeating the same filter is half a dozen places it can be done differently.
›Does it update itself?
Yes, it shows whatever meets the filter at that moment.
›Can I share it?
Yes, and it is worth it for team reviews.
›Does it replace alerts?
No. You look at a view; an alert comes looking for you.
A real case
The situation
A manager filters for stalled cases every Monday and explains the route to each new joiner.
What you do
- Saves the view and shares it with the team
What you get
The Monday review stops depending on everyone remembering how to get there.
The situation
Every Monday the same four filters are rebuilt by hand.
What you do
- Saves the view with its filters
- Names it after what it is for
- Shares it with whoever looks at the same thing
What you get
Monday starts by opening a view rather than building one.
The situation
Each person builds their own version of the same query.
What you do
- Shares a common view
What you get
Everyone looks at the same thing in the meeting.
The situation
Fifteen views are saved and nobody knows which to use.
What you do
- Archives the ones nobody opens
What you get
The list stays useful.
The situation
The view stops making sense when the process changes.
What you do
- Reviews the views when the circuit changes
What you get
The view keeps saying something.
The situation
Somebody new does not know what to look at.
What you do
- Shares the views the team uses
What you get
They find their way on day one.
This article answers
- save a filter
- custom case view
- quick access to what i always review
- i do not want to filter every time