For a quick overview, check the Filters and Views video guide.
Views types and plan availability
With views, you can save filters and sort orders to quickly access the items you need most. There are two types of views: personal and shared.
Personal views
Personal views are saved and available only to the person who created them. Any team member can create personal views for their own use. This feature is available on all Float plans.
Shared views
Shared views can be used by any team member in your organization. The feature is available to teams on Pro and Enterprise plans, and it allows Managers, Admins, and Account Owners to create views that are available to everyone on the team.
Creating views
Start by filtering the items you need for the view. A Filter button is available on any Float page (Schedule, Project plan, People, Projects, Reports, and Log time).
Click the Filter button.
Select from one of the default filters or type directly into the Search field.
3. Filter by multiple items simultaneously by selecting the + button to expand the search.
📝 Note: Use the AND filter to search between items from different categories. Use the OR filter to search for items within the same category. See restrictions on using OR filter.
Click Save, then add a name for your view.
If your team is on a Pro or 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 AND/OR filters
When saving a view, you cannot create an OR filter between different categories. For example, it is not possible to set Department is Engineer or Project is Mobile App Development and save that as a view.
The OR is only available for items within the same category. For example, Department is Engineering or Support.
You can then combine it with a different category 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.
If your team is on a Pro or Enterprise plan, you can switch between Personal and Shared views. You also have the option to display All and distinguish them by the icon.
To apply the filter, select it from the list or use the Search option to find the one you need.
💡 Here's a tip: You can also pin the views you use the most often. That way, they appear at the top of the list.
Editing views
To modify the view, click on the action menu next to its name. This is where you can edit the view, pin it, convert a personal view to a shared one (on Pro and Enterprise plans), and delete the view completely.
Edit view
With the Edit view option, you can change the view’s name or modify the filter components. Once you hit Update, the changes will be saved.
Pin to top
If there's a view you use often, you can pin it so it always appears at the top of the list.
You can have several views pinned.
To unpin the view, click on the action menu and select Unpin.
Convert to personal/shared view
Teams on Pro or Enterprise plans have access to both personal and shared views. If you create a personal view, you can convert it to a shared one.
If you created a shared view, you can switch it back to personal.
Delete view
To remove the view, open the action menu and select Delete view. Deleting a shared view removes it for your entire team.
Additional notes
Only the Account Owner and Admins can edit or delete a shared view. Managers can edit and delete only the shared views they created.
Views are currently not supported on the mobile app.