Save and share inbox views

To keep a set of inbox filters, click Save view, name it and choose who sees it: only you, or everyone on the project. A view holds your filters and your sort, and you open it from the view menu on Pending and Approved. Anyone who can open the inbox can save views of their own, Viewers included. Sharing a view with the team is for the workspace owner and the project's Admins and Members.

Update a view you changedCopy Anchor Link

If you change an open view's filters, a dot appears on the view menu. Click Update view to save the change, Save as new to keep it as another view, or Revert to undo it (in a narrow window, click Update below the toolbar). Changing the sort counts as a change too.

A team view you can't change has no Update view. Use Save as new to keep your version as a view of your own.

Rename, share, reorder or delete viewsCopy Anchor Link

To rename, share, reorder or delete views, choose Manage views in the view menu. Each view you can change has these controls on its row:

• Personal or Team says who sees the view. Click Personal to share it with the team. On a team view you created, click Team to make it yours alone again; on a teammate's team view, Team is greyed out.
• The pencil renames it: type the new name and press Enter.
• The arrows move it up or down among your own views, or among the team's. The team's views are in the same order for everyone.
• The bin, then Delete, removes it for good; a team view is gone for everyone. If the view was open, its filters stay on the list.

A team view you can't change shows a lock and Team instead.

Who can share and edit viewsCopy Anchor Link

• Only you see a personal view. Anyone who can open the inbox can save one.
• Everyone on the project sees a team view. The workspace owner and the project's Admins and Members can share views; Viewers can't.
• A team view can be changed or deleted by its creator, the workspace owner and Admins. Only its creator can make it personal again.

For a Viewer, Shared with team is greyed out in the Save view dialog and reads "Ask a teammate who can edit testimonials to share views". A creator who has since become a Viewer can't change their team views any more. For what each role can do, see Roles.

Limits and messagesCopy Anchor Link

• Names: a view's name can have up to 60 characters. Save view stays greyed out until the view has a name.
• Personal views: each person can keep up to 50 in a project. At the limit, saving another, or making a team view personal, says "You can keep up to 50 personal views".
• Team views: a project can have up to 50, whoever shared them. At the limit, saving another, or sharing a personal view, says "You can keep up to 50 team views".

To make room, delete a view you no longer use in Manage views.

"View not found" or "This view just changed — try again" means a teammate deleted the view, or changed who sees it, while you had it open. The list of views reloads, so check it and try again.

On a phoneCopy Anchor Link

To switch views, tap the page title. The Views sheet lists the same views, with Manage and Save current below them. In the Filters sheet, Save applies your changes and opens Save view.

After you change an open view's filters, the Views sheet shows a row that names the view, with Revert and Update view. A team view you can't change has only Revert: tap Save current to keep your version as a view of your own.

What happens nextCopy Anchor Link

A view changes only what the list shows. To act on what it finds, see Act on several testimonials at once.

• Filter and search your inbox
• Organize testimonials with tags: a view that filters on a tag follows the tag when you rename it, but not when you delete it.