For a quick overview, check the Filters and Views video guide.
With Views, you can save filters and sort orders to quickly access the items you need most.
Views Types included in your Float plan
There are two types of Views: Personal and Shared.
Personal - the View is saved and available only to the person who created it.
Shared - the View can be used by any team member in your organization.
On all plans, any team member can create personal Views for their own use. On the Pro and Enterprise plans, Managers, Admins, and Account Owners can create shared Views that are available to everyone on the team.
Views features | Starter | Pro | Enterprise |
Create and save personal Views | ✅ | ✅ | ✅ |
Pin your favorite Views | ✅ | ✅ | ✅ |
Managers, Admins, and Account Owners can create shared Views | ❌ | ✅ | ✅ |
💡 Here's a tip: Contact the Account Owner for your team to request access to shared Views. Learn more about access rights for changing your team's plan here.
Creating Views
Start by filtering the items you need for the View. You can use a Filter button on any Float page (Schedule, People, Projects, Reports, and Log time).
Click the Filter button to start adding a filter.
Select from one of the default filters or type directly into the search field.
Filter by multiple types simultaneously by selecting the + button to expand the search.
📝 Note: Between different types, use the AND filter. The OR is available for filters of the same type only. See Restrictions on using OR filter.
Click Save, then add a name for your View.
If your team is on a Pro and Enterprise plan, this is where the Account Owner, Admins, and Managers have an additional option to set the View type to Shared. Otherwise, the view will be saved as Personal by default.
Restrictions on using the OR filter when saving a View
When saving a View, you cannot create an OR filter between different types. For example, it is not possible to set Department is Engineer or Project is Mobile App Development and save that as a View.
When saving a View, you only have the option to use AND between different filter types.
OR is only available for use within the same filter type. For example, Department is Product or Support.
Combining AND/OR filter when saving a View
When saving a View, you can multi-select different values under the same type to use the OR filter.
You can then combine it with a different type using the AND filter. For example, Department is Engineering OR Support AND Person tag is APAC or EMEA.
Accessing saved Views
You can access saved views by clicking on the Views icon at the top left corner of any Float page. From here, you can access all your personal Views and any shared Views that have been saved. A shared View will have the shared icon next to its name.
You can also filter between the personal and shared Views or search for a View.
Editing Views
Currently, we only support editing the View's name.
To modify the name, open the Views dropdown, click on the three dots next to the view you'd like to change and select Edit View.
If you are the Account Owner, Admin, or Manager, and your team is on the Pro or Enterprise plan, you'll also see the option to convert your View to either Personal or Shared.
Specific filters applied for the View can’t be edited directly. Instead, you can apply the View, add additional filters, save it with the same name, and then delete the original View. Alternatively, you can delete the current View and add a new one from scratch.
Deleting Views
To delete the View, open the Views dropdown, click on the three dots next to the view you'd like to remove, and select Delete View.
Additional notes
Only the Account Owner and Admins can edit or delete a shared View. Managers can edit and delete the shared Views they created only.
Views are currently not supported on the mobile app.