Rename a saved view from its ... menu in the View Panel or by double-clicking its name, then type the new name and press Enter. The same menu adds a description that explains what the view shows.
Plan Availability | All plan types. |
Permissions | Administrators and Solution Managers rename any public view. A Full Access member renames the public views they created; every member renames their own private views. A locked view must be unlocked first. |
Platform | Web |
Related Reading |
How do I rename a view?
In the View Panel, hover over the view and select its ... menu, or double-click the view name.
Select Rename Saved View. The name is highlighted.
Type the new name and press Enter.
How do I add a description?
Hover over the view and select its ... menu.
Select Add a description.
Type the description and save it. Edit or remove it from the same menu later.
Last verified 22 Oct 2026 against the View Panel article (rename, who edits public views) and the Locked Views article