# Saving task views

> Save the filters, layout, grouping and order you use most as a task view in your sidebar, like an editing queue or wedding prep board. How to set one up.

Source: https://help.corehue.co/docs/tasks/saving-task-views/

A view is a saved way of looking at your tasks: the filters, the layout, the grouping and the order, one click away in the sidebar. It doesn't copy anything. The same tasks show in every view they match, so an edit made in one shows everywhere.

Every account starts with **Due this week**, a board of unfinished tasks due between Monday and Sunday. Change it or delete it like any other view.

## Creating a view

1. Go to **Projects → Tasks**.
2. Choose **New view**, beside the tabs.
3. Give it a **Name**.
4. Pick a **Layout**, what to **Group by** and how to **Sort by**.
5. Under **Filters**, choose which tasks belong in it.
6. Choose **Create view**.

The view opens, and it's listed under **Views** in the sidebar from then on. On a computer, you can also hover **Views** in the sidebar and choose the **+**.

**Group by** offers **Due date**, **Status**, **Project**, each of your fields by name, and **No grouping** for a list. New views start grouped by **Status**.

Already filtered the **Tasks** page the way you like? Choose **Save as view** beside the filter chips and those filters come with you into the new view, along with the layout, grouping and ordering you had.

### Due date options

Views offer more date choices than the quick filter: **Overdue**, **Today**, **This week**, **Before a date**, **After a date**, **Between dates** and **No due date**. Dates you pick here stay fixed, so a view for "everything due before the wedding season" keeps that same cut-off until you edit it.

### Outcome and label options

**Outcome** filters by what a status counts as: **Unfinished**, **Completed** or **Cancelled**. It keeps up when you add statuses, so a view set to **Unfinished** picks up a new Proofing status without an edit. See [Setting up statuses, labels and priorities](/docs/tasks/statuses-labels-and-priorities).

**Labels** shows tasks with any of the labels you pick. Once you've picked one, switch **Any of** to **All of** to need every label, or **None of** to leave those tasks out. Add **No labels** to include tasks without a label too.

### Field options

Each of your fields has its own filter, like **Deliverable**, reading **Any deliverable** until you pick. Tick one or more options, or the "No" choice to find tasks still missing a value. Save a field filter in a view when you'll want it again. See [Adding fields to your tasks](/docs/tasks/adding-task-fields).

## Views worth setting up

| View | Filters | Layout, grouping and order |
| --- | --- | --- |
| Editing queue | **Labels**: Editing. **Status**: To do, In progress | List, by **Status**, **Due date** |
| Waiting on clients | **Status**: Waiting | List, by **Project**, **Due date** |
| Today | **Due date**: Today | List, by **Status**, **Custom order** |
| Studio admin | **Project**: No project | Board, by **Status**, **Priority** |
| Wedding prep | **Labels**: a Prep label you create | Board, by **Project**, **Due date** |
| Edit pipeline | **Labels**: Editing | Board, by an Editing stage field, **Due date** |

New tasks you add from a view pick up what it's filtered to where they can. Add a task from your Editing queue and it gets the Editing label. Add one from Today and it's due today.

## Using a view

A view's own filters show as chips at the top, with **Edit** beside them. You can filter further with **Filter** while you're there, which narrows what you see without changing the view.

Changing the layout, grouping or ordering under **Display** doesn't edit the view either. The view reopens that way on this device until you choose **Reset**, which takes it back to what you saved. To change it for good, choose **Edit**.

Each view keeps its own **Custom order**, so dragging cards in one view doesn't move them anywhere else. See [Sorting, filtering and searching tasks](/docs/tasks/sorting-filtering-and-searching-tasks).

## Changing, copying or deleting a view

Open the view and choose the three dots beside **New task**:

- **Edit** changes the name, layout, grouping, order or filters. Choose **Save view** when you're done.
- **Duplicate** makes a copy called "Copy of" the original, ready to tweak.
- **Delete** removes the view. Your tasks aren't touched.

If you delete a field that a view uses, the view stops filtering on it, and a view grouped by it goes back to grouping by **Status**.

## Frequently asked questions

### Can I pin only some views to the sidebar?

No. Every view you save is listed under **Views** in the sidebar, in the order you created them. Delete the ones you no longer use to keep the list short.

### How many views can I have?

Up to 50, which is far more than most studios need. Three or four well-chosen views usually cover a whole week.

### Why does Due this week show Outcome Unfinished?

Its **Outcome** filter is set to **Unfinished**, so it shows tasks in any status that counts as unfinished, and they drop off as soon as you complete or cancel them. To keep finished tasks in it too, choose **Edit** and add **Completed** to **Outcome**, or clear that filter.