Save an Issue List View

Save and reuse your personalized issue list configurations with Saved Views. Create views with specific filters, sorting, grouping, column arrangements, and search queries to quickly access the issues that matter most to your workflow.

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Default Views

When your domain is first enrolled in Material, default, out-of-the-box views are available to help you get started. These domain-level views provide quick access to common issue categories and workflows.

Default views are created at the tenant level.

• All tenant admins can access them
• To create, edit, or delete, users need one of the roles highlighted in admin roles here
• Changes to default views affect all admins (any change you save to a default view is saved for everyone)

Customizing Default Views

If a default view doesn't match your workflow, you have two options:

1. Modify the default view directly (affects all admins in your tenant)

2. Duplicate the view then customize your new copy as a saved view

We recommend duplicating views for personal modifications to preserve the original defaults for your team.

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Saved Views

Visibility Types

There are two view visibility types:

• Private View: Only you can see and manage this view
• Shared View: All admins in your domain can see and manage this view

The visibility type is indicated on the top right:

You'll choose the view type when you create a new view. You can also convert the view type by editing it.

Create a new Saved View

You have two options for creating a saved view: create from scratch or duplicate then edit an existing view.

How to to build a brand new view

1. From the left navigation, click All Issues.
2. Configure your view with your desired settings:

   1. Apply filters using the filter panel
   2. Sort columns by clicking column headers
   3. Group issues using the group by dropdown
   4. Show/hide columns via the column visibility menu
   5. Enter search terms in the search bar

   Note: Currently, column order isn't saved in views. Stay tuned! Updates are announced regularly in What's New.
3. Once your view is configured, from the top-right corner, click Create View:

   
4. In the dialog that appears:

   1. Enter a descriptive name for your view
   2. Choose the visibility setting:

      1. Private: Only you can see and manage this view
      2. Shared: All admins in your domain can see and manage this view

   
5. Click Create View.

How to build a view from an existing view

1. Open the view you want to duplicate.
2. Click the ellipsis (three-dot menu ⋯) on the top-right corner of the issues list.
3. Select Duplicate View:

   
4. A new dialog appears with the view's configuration:

   1. Enter a new name for the duplicated view
   2. Choose the visibility setting (private or shared)
5. Click Create View.

The new view is created with all the same settings as the original. You can then modify it independently without affecting the original view.

All your current settings are preserved and automatically applied when you select this view.

Saved View Location

Once you create a new view, it's saved and appears in the left navigation under All Issues. There's no maximum number, so create as many views as you need, but name wisely so you can find them easily.

Update an Existing Saved View

Updates affect all admins

If you update a Shared view, your changes will affect all admins in your tenant who use this view. Exercise caution when modifying shared views.

When you modify settings while viewing a Saved View, Material tracks these changes as unsaved changes.

Update Customization (Filters, etc.)

1. Make any desired changes to your view settings (filters, sorting, etc.).
2. An indicator doc appears next to the view type indicating there are unsaved changes:

   
3. Click the (ellipsis three-dot ⋯) menu in the top-right corner of the issues list.
4. Click Update View:

   
5. Confirm the update in the dialog that appears.

The view is immediately updated with your current settings. For shared views, other admins will see the changes the next time they open this saved view.

Update the title or change visibility

Need to update the view title or convert your view form private to shared or vice versa?

1. Navigate to the view you want to update.
2. Click the (ellipsis three-dot ⋯) menu in the top-right corner of the issues list.
3. Click Edit:

   
4. Update the title and/or change the visibilty type.
5. Click Save.

Delete a Saved View

Deleting Shared Views

If you delete a shared view, it's removed for all admins in your tenant. This action can't be undone.

When you delete a view, it's permanently removed from your Saved Views list.

1. Navigate to the view you want to update.
2. Click the (ellipsis three-dot ⋯) menu in the top-right corner of the issues list.
3. Click Delete.

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Use Quick Commands

Quickly access Saved View actions using the All actions menu:

• First open a view, then use the keyboard shortcut ⌘K

From this menu you can:

• Update View: Save current changes to the view (only appears when there are unsaved changes)
• Edit View: Open the settings dialog to change name or visibility
• Duplicate View: Create a copy of the current view
• Delete View: Permanently remove the view

Your saved views also have their own dedicated section in this menu, so you can jump straight to another view without leaving the keyboard.