Managing Saved and Shared Views in the Deadline Menu

Saving Filtered Views

1. Navigate to the Deadline menu in either calendar or list view.
2. Apply your desired filters.
3. Click the "+" button to add a new view.
4. Enter a name for your view in the pop-up modal.
   
5. Click "Save view" to confirm.

Your new view will be saved under the "My deadline views" section in the navigation bar.

Managing Your Saved Views

Once you've created saved views, you can:

1. Access a saved view: Click on any view name in your "My deadline views" list to apply its filters.
2. Rename a view:
   • Open the saved view
   • Click "Rename"
   • Enter a new name in the field
   • Press ENTER or click outside the input area to confirm
   
   
3. Delete a view:
   • Open the saved view
   • Click "Delete view"
   • Confirm deletion in the confirmation modal

Sharing Views with Team Members

Share your filtered views with colleagues to improve collaboration and ensure consistent filtering across your team.

1. Share a new view:
   • Create a new saved view following the steps above
   • In the save view modal, enter the name for your view
   • Enter the email addresses or names of colleagues you want to share with
   • Click "Save view" to create and share
2. Share an existing view:
   • Open a saved view from your list
   • Click the "Share view" icon
   • Enter the email addresses or names of recipients
   • Click "Share view" to confirm
     

Recipients will receive an email notification about the shared view and can access it in their "Shared views" section.

Working with Shared Views

When you receive a shared view:

1. The view appears in your "Shared views" section with a "Shared by [User Name]" label.
2. You can access the view just like your own saved views.
3. Note that filtering controls are disabled for shared views—only the view owner can modify the filters. 

Why does this matter?

The ability to save, manage, and share filtered views significantly enhances your productivity in Concord by:

• Eliminating the need to reapply complex filter combinations repeatedly
• Ensuring consistency in how your team filters and views deadline information
• Allowing standardized views to be shared across departments
• Providing quick access to different deadline perspectives (e.g., "This month's renewals," "Critical terminations," etc.)

FAQs

Q: Can I modify a shared view that someone shared with me?
A: No, only the original creator of the view can modify the filters. When you hover over disabled filtering controls in a shared view, a tooltip will display: "Only the view owner can modify applied filters."

Q: What happens if I create a view with the same name as an existing view?
A: You'll receive a warning message offering you the option to either replace the existing view or choose another name.

Q: Are my saved views available in both calendar and list views?
A: Yes, your saved views are accessible from both the calendar and list views in the deadline menu.

Q: If someone shares a view with me and then updates it, will my view be updated too?
A: Yes, when the owner updates a shared view, those changes are reflected for all users with whom the view is shared.