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Create custom views

Create custom views in Tracker

Save filtered views as Presets in the Tracker to instantly access specific process subsets. For example, you’d create a preset showing processes assigned to your team, tagged “Urgent”, and approaching their deadlines.

  1. Go to the Tracker view.
  2. Click Add Filter and apply the filters you want - assignee, tag, status, template, or folder. You can combine multiple filters.
  3. Once the Tracker shows the right processes, click Save Preset near the filters. Create preset button with dropdown menu showing preset options
  4. Name your preset (e.g., “My Team’s Urgent Issues”).
  5. Click Save. Create preset dialog with name field and filter criteria (56 chars)

You’ll find your saved preset in the Custom Views dropdown in Tracker. Click it to re-apply that filter combination anytime.

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