Plan Availability | All plan types |
Permissions | Solution Creators and Workspace Admins: Delete Views. |
Related Reading |
Overview
Views in SmartSuite help users create custom reports and visualizations. However, over time, some views may no longer be needed. Deleting unused views helps keep your workspace organized and ensures relevant data remains accessible.
How to Delete a View
Open the Navigation Sidebar:
Locate the view you want to delete.
Click "..." (More Options) Next to the View Name:
This opens additional options for managing the view.
Select "Delete View" from the Menu:
This will prompt a confirmation dialog.
Confirm Deletion:
A pop-up window will appear asking you to confirm the action.
Click Delete to remove the view permanently.
If you have the View already opened, you can assess the “Delete View” by clicking on the dropdown icon next to the View Name as well.
Best Practices for Managing Views
Regular Cleanup: Periodically review and remove outdated views.
Use Naming Conventions: Clearly label Views to make them easy to identify.
Share Before Deleting: If a view might be useful for others, consider sharing it instead of deleting.
Practical Use Cases and Scenarios
1. Cleaning Up Outdated Reports
Scenario: A project manager wants to remove old reports that are no longer relevant.
Solution: Use the Delete View function to clear outdated reports from the workspace.
Outcome: A more streamlined and relevant list of Views, making navigation easier.
2. Organizing Team Dashboards
Scenario: A team lead notices multiple redundant views cluttering the dashboard.
Solution: Regularly review and delete duplicate or unnecessary views.
Outcome: A more efficient workspace where team members can quickly find the most relevant reports.
3. Ensuring Accuracy in Reporting
Scenario: A financial analyst wants to remove old budget reports to prevent confusion with current data.
Solution: Delete outdated views that no longer provide accurate insights.
Outcome: Reduces the risk of referencing incorrect reports, ensuring data accuracy.