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Schedulin

Saved views

A saved view remembers how you were looking at your posts: the channels, tags, tab, and layout. It's the quickest way to switch between brands or clients in one workspace, for example a "Bloom Coffee" calendar and a "Northwind Fitness" calendar.

What a view saves

  • Channels picked in the Channels filter
  • Tags picked in the Tags filter
  • The tab: Queue, Drafts, Approvals, Sent or Failed
  • The layout: list or calendar, and day, week or month for the calendar

A view saves the exact channels you picked. If you connect a new channel for a brand later, open the view, add the channel in Channels, and choose Update view.

Save a view

  1. Open Posts and set it up the way you want. To show one brand, open Channels and click its channel group.
  2. Click the bookmark next to the Posts title.
  3. Name the view and click Save view.

The view opens right away and appears in the Views section of the sidebar.

Open a view

Click it in the sidebar's Views section. The page title changes to the view's name, and its bookmark turns solid.

To go back to all posts, click Posts in the sidebar.

Change a view

If you change a filter, the tab or the layout while a view is open, an Edited badge appears next to the title. Click the bookmark to:

  • Update view: save the changes to this view
  • Discard changes: go back to what the view had saved
  • Save as new view: keep this view as it was and save the changes under a new name
  • Rename or Delete view

Rename and delete are also in the … menu next to the view in the sidebar.

Reorder views

Hover over a view in the sidebar and drag it by the handle on its left. With a keyboard, tab to the handle, press Space, move it with the arrow keys, and press Space again.

You can also use Move up and Move down in the view's … menu.

Click the Views heading to collapse or expand the list. The browser remembers your choice.

Who can see and change views

Views are shared with everyone in the workspace, and they all see the same order.

  • Anyone in the workspace can open a view, save their own, and reorder the list.
  • The person who created a view, and workspace owners and admins, can update, rename, or delete it.

A workspace can have up to 50 saved views.

See also