How to Save a Custom Task View

Goal

This article will show you how you can set up your Tasks Page with your desired filters, then save these filters so you can reference this specific page again. 

How to Save a Custom Task View

1. Navigate to the Task Page
2. At the top of this page, choose your desired location(s)
3. Click the filters button in the upper right corner. Here you should set your desired filters for the specific view you are trying to set.
4. Save your filters and review your task page. If any revisions need to be made, click the Filters button again and repeat step 2
5. Once you're happy with this view, click the Task View drop down menu to the left of the Filter's button.
6. At the bottom of this drop down you will click "Save Current View"
7. You will be prompted with a pop up window where you have a 20 character limit to give your view a name.

Reference this view again at any time by clicking the drop down menu to the left of the filters button and scrolling down. If you need to make any updates to this view, select it, and follow steps 2-7 again. AFter you're done, you can delete your old view by Managing your Task Views.

Click here to read the article on Managing Task Views