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1.8. Save, Share, and Default List Views for Tickets, Projects, Clients, Contacts, and Assets
Save a filtered, sorted and column-arranged list as a named view in AlgaPSA, keep it private or share it with the team, set a personal default, and copy a link to it.
Every dispatcher has a list they rebuild ten times a day: "my open P1s", "Harbor Clinic tickets awaiting the client", "assets due for warranty renewal". Saved views keep that arrangement of filters, sort order and columns under a name, so it is one click away for you, or for everyone.
Views are available on the Tickets, Projects, Clients, Contacts and Assets lists. Each list has its own views.
Save the current arrangement as a view
Figure 1: The view picker sits next to the Filters and View controls on every list that supports views.
- Arrange the list the way you want it: apply Filters, sort a column, and use View to show, hide or reorder columns. The view picker now reads This view has unsaved changes.
- Open the view picker (it shows Default view or the name of the current view) and click Save as new view….
- Enter a Name (up to 100 characters, unique for you on this list) and choose who can see it:
| Visibility | Who sees it |
|---|---|
| Private | Only you. |
| Shared | Everyone who can open this list can see and apply it. Sharing requires permission; without it the option is greyed out with You do not have permission to share views. |
Figure 2: A shared view is the right choice for a queue the whole desk works from, such as "Unassigned, newest first".
- Click Save. The view appears under My views or Shared views in the picker and becomes the active view.
Work with saved views
- Apply a view: open the picker and click its name. Type in Search views when the list grows.
- Update a view: change filters, sort or columns, then choose Save changes to "name" from the picker. Discard changes returns to the saved arrangement.
- Set your default: from the view's Manage action choose Set as my default. The list opens on that view every time you visit; it is labelled My default in the picker. Clear my default returns to the tenant default.
- Copy a link: Copy link puts a URL to the view on your clipboard. Anyone who opens it gets the view applied, provided they can see it; a private view opened by someone else reports This view is private or no longer exists.
- Rename or change visibility: Manage opens the same dialog as saving, with the current name and visibility.
- Delete: Delete removes the view. Deleting a shared view removes it for everyone who uses it, so the confirmation says so.
Views marked Shared by you are ones you own; other people's shared views can be applied but only their owner or an administrator with permission can change them.
Views and board defaults
A board can carry its own saved view for the Tickets list. Arrange the board's tab the way the team should see it, save it from the view picker, and an administrator can set it as that board's default under Settings > Ticketing > Boards > Appearance & defaults. See Ticket boards.
If a view references something that no longer exists, such as a deleted board or status, AlgaPSA applies the rest and tells you which items were skipped.