A saved view is one way of looking at a table, kept under a name: which fields show, how the records are filtered, sorted and grouped, and the layout. You create one from the View Panel at the left of every table.
Here is the test: will you, or the team, come back to this layout? If yes, create a view. For a one-off look, change the filter on a private view you already have.
Example: a Vendor Management solution with a Contracts table. A Procurement member creates a private grid called Contracts due this quarter, filtered to renewals in the next quarter. Once it is right, the Security lead makes it public from the view menu, so Finance can read it too.
The Create New View list open at the foot of the View Panel, with the eleven view types, Folder and Explore View Types.
Plan Availability | All plan types. Timeline, Gantt and Map views: Team, Professional and Enterprise. Signature provides the same capabilities as Enterprise, but this is where our GRC and IT Service Delivery products can be licensed. These products can not be licensed for Team, Pro or Enterprise plans. |
Permissions | Full Access members and Solution Managers create public views; every member creates private views. |
Platform | Web |
Related Reading |
Opening Create New View
Open the table. The View Panel sits at the left, headed Views. If it is collapsed, hover over it.
Hover over Create New View at the foot of the panel. A list opens with a + beside each type. The types are Grid, Card, Kanban, Calendar, Timeline, Gantt, Map, Chart, Dashboard, Form and Document. Under them sit Folder and Explore View Types.
Select the type. For Contracts due this quarter, that is Grid.
Selecting Create New View itself, rather than hovering over it, opens the Explore View Types window. It shows one card per type with a one-line description. The cards are Grid View, Card View, Kanban View, Calendar View, Timeline View, Gantt View, Map View, Chart View, Dashboard, Form and Document View. A card opens the same dialog as the list. The Form card is the one exception: it opens the Add Form window, described in Form View. SmartSuite View Types explains which type answers which question.
Tip: Not sure which type you need? Start with Grid. The view menu's Change View Type turns it into a Card, Kanban, Calendar, Timeline, Gantt, Map or Chart view later, without rebuilding it.
The Explore View Types window with its eleven cards.
The Create New Grid View dialog
The dialog is named after the type, so it reads Create New Grid View for a grid and Create New Map View for a map. It has three parts and two buttons.
Name
The box at the top is prefilled with the type's name, "Grid View". Type the name you want in its place. In this article it is Contracts due this quarter.
Public or Private
Two choices, with the product's own line under each. Public, selected to start: "Members with full access and above can edit and save changes to this view". Private: "Only you can edit and save changes to this view". The Procurement member picks Private.
Note: A public view saves every change to its fields, sort, filter and group for everyone as it is made, because Autosave changes is on to start. Build on a private view, and make it public when it is right.
Choose a folder
Once the table has at least one folder, a dropdown labeled Choose a folder where you'd like to place the View appears. It reads No folder until you open it and pick one. Every folder of the table is listed. Folders are described in View Folders.
Create View
Select Create View. Cancel, or the x at the top right, closes the dialog and creates nothing. The new view opens at once and takes its place in the View Panel: a public view in the list of public views, a private view under My Private Views.
A new Grid view shows one column, the primary field. The other types open on their own settings, described in each type's article.
The Create New Grid View dialog with the name Contracts due this quarter, Private selected and the folder dropdown reading No folder.
Permissions
Public and private views. Full Access members and Solution Managers create public views and save changes to them. Every member creates private views that only they see and edit. See View Panel: create, organize and lock views.
Locked views and folders. A public view can be locked after it is created, so its settings stay fixed; see Locked Views. A view can be placed in a folder at creation or moved into one later, and a folder can be shown to selected members only; see Folder Permissions.
Sharing. A view can be shared read-only with people outside the workspace from Share View in the toolbar; see Shared Views.
Using the new view
The toolbar above the view holds its settings. For Contracts due this quarter, the Procurement member opens Fields to Display and adds Vendor, Status, Renewal Date and Annual Value. Then Filter gets two conditions: Renewal Date is Next quarter, and Status is not Terminated. Sort and Group follow the same pattern. Each control has its own article; start with Saved View Toolbar: build and customize a view.
To change the name later, select the chevron next to the view name and choose Rename View. To move the view up or down the list, drag it in the View Panel.
Tip: Name a view for the question it answers, such as Contracts due this quarter, not for the person who made it. The name then still makes sense when the team changes.
Changing the view later
Select the chevron next to the view name, or the view's ... in the View Panel. The menu lists Rename View, Add Description, Duplicate View, Change View Type, Public View, Delete View and the Autosave changes checkbox.
Rename View and Add Description are covered in Rename/Add a Description to a Saved View.
Duplicate View makes a copy, public or private. See Duplicating a Saved View.
Change View Type offers Grid View, Card View, Kanban View, Calendar View, Timeline View, Gantt View, Map View and Chart View.
Public View opens a panel with Public View, Lock View and Private View, each with the same helper line as the dialog. This is where the Security lead turns the private Contracts due this quarter into a public view.
Delete View removes the view after a confirmation. See Deleting a View.
Frequently asked questions
Should I make the view public or private?
Should I make the view public or private?
Private while you build it, because only you see it and only you can change it. Public when the team should see it. A public view can be made private again from the view menu.
Can I make a private view public later?
Can I make a private view public later?
Yes. Open the view menu, hover over Public View and select Public View. Making a view public needs Full Access to the table or the Solution Manager role.
Who can see my private view?
Who can see my private view?
Only you. A Solution Manager can list members' private views with Show everyone's private views in the My Private Views menu.
Why does the Form type open a different window?
Why does the Form type open a different window?
Forms are built in their own editor. The Form card and the Form entry in the list open Add Form, which picks or creates a form for the table. See Form View.
Why is Gantt, Timeline or Map not available to me?
Why is Gantt, Timeline or Map not available to me?
Those three types are on the Team plan and above. The other eight types are on every plan.
Where did my new view go?
Where did my new view go?
A public view is listed with the other public views, or inside the folder you chose. A private view sits under My Private Views at the foot of the panel.
Last verified 1 Nov 2026.