# Custom Views

Views let you save a specific list setup so you can quickly return to it later. A view captures your current list configuration (such as selected columns, filters, and sorting) and can be saved as a **Private View**, **Group View**, or **Company View**.

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### Open the Views panel

1. In the list or grid toolbar, click the **Views** selector.

![](https://2019030016-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWoySkL2wtBxvxqGI8yWa%2Fuploads%2FB2Z52JAs2hRYmUneEpWY%2Fimage.png?alt=media\&token=727b0cb1-ff7e-4b34-b3ab-3fd15ff043b0)

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### Select a View

Select a view from one of the sections:

* **System Default**
* **Private Views**
* **Group Views**
* **Company Views**

The selected view is marked with a **checkmark** on the right side of the row.

![](https://2019030016-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWoySkL2wtBxvxqGI8yWa%2Fuploads%2FLs24M9aYW5GrFmWhJ2Ks%2Fimage.png?alt=media\&token=1d7dba24-d36d-4ebb-ae3e-6295232744af)

**Notes:**

* **System Default** resets the list to the default configuration.
* If no view has been selected for a list yet, the system automatically applies the first available **Group View** from one of the user’s groups.
* **Editing and permissions:** Update columns/filters/sorting as needed. Only **Administrators** can edit or delete any view; other users can only edit or delete views they **own**. Use **Save** to update the current view (when allowed), or **Save as New View** to create a new view based on your changes.
* **Deleting views:** When a view is deleted, users currently using it are switched back to **System Default**.

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### Save as New View

Use this when you want to save your current list setup as a new view.

1. Configure the list the way you want (columns, filters, sorting).
2. Click the **Save as New View** button.
3. In the **Save as New View** modal:

* Enter **Name** (required)

Under **This view is**, choose one:

* **Private View**: Only you can access and use this view.
* **Group View**: Available to users in the selected security group(s).
* **Company View**: Available to all users in the company.

4. Click **Save** to create and apply the view.

![](https://2019030016-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWoySkL2wtBxvxqGI8yWa%2Fuploads%2Fjwap7ObkrQdxvFOSlJCN%2Fimage.png?alt=media\&token=6043255f-1983-459a-9e07-2159500793c1)