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Save, share and view your colleagues shared filters in all views
Save, share and view your colleagues shared filters in all views

Save your favourite filter, share smart filters with your colleagues and view your colleagues smart filters.

Rania Haddad avatar
Written by Rania Haddad
Updated over a week ago

You are able to save several of your favourite filters in all different views in Cinode. This way you can easily access your favourite views. You are also able to share your smart views with your colleagues as well as to view your colleagues shared filters.

For example;

1. Go to Planner in the menu and the tab Forecast

2. Set your filters, in this example Display as 'month', Bookings 'Definitive', Delivery 'Business Industrial'

3. Click the icon to the far right.

4. Click 'Save as'

5. Add a name and a description for your filter

6. Check the box to share with colleagues or uncheck to only save for yourself.

7. Click 'Save'

Next time you are in this view again you can find your saved filters by;

8. Click the icon to the right

9. Click on your save filter 'Team Business'

10. Click 'Shared' to view your colleagues shared filters.

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