---
id: KB-TD-005
url: https://app.codecontract.io/help/day-to-day/saving-what-you-check-every-week
idioma: en
categoria: trabajo-diario
subcategoria: encontrar
audiencia: usuario
nivel: intermedio
actualizado: 2026-08-13
tambienEn: [es]
relacionados: [KB-ET-006, KB-ET-012]
citadoPor: [KB-TD-007, KB-IC-008, KB-TD-012]
---

# Saving what you check every week

_If you navigate to the same thing five times, it should be one click away._

**Responde a:** save a filter · custom case view · quick access to what i always review · i do not want to filter every time

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.

> [!WARNING]
> 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.

> [!NOTE]
> 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.

## Ejemplos

**A manager filters for stalled cases every Monday and explains the route to each new joiner.**

- Saves the view and shares it with the team

→ The Monday review stops depending on everyone remembering how to get there.

**Every Monday the same four filters are rebuilt by hand.**

- Saves the view with its filters
- Names it after what it is for
- Shares it with whoever looks at the same thing

→ Monday starts by opening a view rather than building one.

**Each person builds their own version of the same query.**

- Shares a common view

→ Everyone looks at the same thing in the meeting.

**Fifteen views are saved and nobody knows which to use.**

- Archives the ones nobody opens

→ The list stays useful.

**The view stops making sense when the process changes.**

- Reviews the views when the circuit changes

→ The view keeps saying something.

**Somebody new does not know what to look at.**

- Shares the views the team uses

→ They find their way on day one.