# Save and share inbox views

Save your inbox filters and sort as a view, share it with your team, and update, rename, reorder or delete views later.

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.

1. **Set your filters**

   On **Pending** or **Approved**, add filters and choose a sort until the list shows what you want. See [Filter and search your inbox](/help/manage/filter-search-and-saved-views).

2. **Save the view**

   Click **Save view** at the end of the chip row, or **Save as view** in the **All filters** panel. Name the view, choose **Your view** or **Shared with team**, and click **Save view**. The view keeps your filters and your sort.

   ![The Save view dialog: the Name box holding 'My view 3', the choice Your view (Only you see it), selected, beside Shared with team (Everyone on this project), then Cancel and Save view](https://assets.retestimonial.com/app-statics/help/shots/inbox-save-view-dialog.d56fd790.webp)

   **Save view** shows on the chip row once you've set a filter, and only in a wide window. When it isn't there, open the view menu and choose **Save current filters as view…**, which opens the same dialog. A keyword in the search box is saved with the view.

3. **Open it again**

   The view menu at the start of the toolbar shows **All pending** (or **All approved**) until you pick a view. It lists your views and the team's, with how many testimonials each matches on this page. The same views appear on **Pending** and **Approved**.

   ![The view menu open: All pending ticked, the view Catering under YOUR VIEWS and Five-star reviews under SHARED WITH TEAM, each with its count, then 'Save current filters as view…' and Manage views](https://assets.retestimonial.com/app-statics/help/shots/inbox-view-menu.01408087.webp)

   Picking a view swaps your filters and sort for the ones it holds. To leave it, pick **All pending** (or **All approved**), which clears its filters.

## Update a view you changed

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 views

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 views

- 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](/help/account/invite-team-members#roles).

## Limits and messages

- **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 phone

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 next

A view changes only what the list shows. To act on what it finds, see [Act on several testimonials at once](/help/manage/bulk-actions).

- [Filter and search your inbox](/help/manage/filter-search-and-saved-views)
- [Organize testimonials with tags](/help/manage/tag-testimonials#rename-or-delete-a-tag): a view that filters on a tag follows the tag when you rename it, but not when you delete it.
