Filters and views | Pivotal Docs

A filter narrows a list to the rows you want. A view is a named, saved snapshot of a filter plus sort plus visible columns. The Customers, Onboardings, and Tasks lists each support both.

Apply a filter

Open any list and click Filter in the toolbar. The filter builder slides in from the right. Pick a field, an operator, and a value. Stack as many as you want; they combine with AND. Clear individual filters with the X on the chip, or Clear all to reset.

Filterable fields

The operator set varies by field type. Most-used fields on each list:

Field	Type	Operators	Notes
`status`	enum	is, is not, is any of	Customer status: active, at_risk, churned, archived
`owner`	user	is, is not, is me	Use “is me” to keep the view personal across teammates
`tags`	tag	contains, contains all, contains none	Multi-value; “contains all” requires every tag
`plan`	enum	is, is not	Source values come from your CRM sync
`phase`	enum	is, is in, is not	Onboardings only
`target_launch_date`	date	before, after, between, is this week, is this month	Onboardings only
`due_date`	date	overdue, due today, due this week, between	Tasks only
`assignee`	user	is, is me, is unassigned	Tasks only
`done`	boolean	is, is not	Tasks only
Custom fields	per field	inherits from type	Defined in Tags and metadata

Save a view

Once your filters are set, click Save view. A dialog asks for:

Name: what other teammates will see in the views dropdown
Visibility: Private (you only) or Public (everyone in the workspace)
Default sort: column and direction
Visible columns: which columns load with this view

Hit Save. The view appears in the views dropdown at the top of the list, alongside built-in views like All customers or My open tasks.

Update an existing view

Load the view, change any filter or column, then click the view name in the dropdown and pick Update view. This overwrites the saved definition. If you only wanted a one-off tweak, use Save as new view to fork it.

A gotcha with “is me”

If you save a view that filters on owner is me, each teammate who loads the view sees their own records. That’s almost always what you want. If you instead save owner is Sara Chen, the view stays pinned to Sara, even when Lin opens it. Use literal user filters sparingly; “is me” scales as the team grows.

Public vs private

Private views live under your user. Public views are workspace-shared and appear in everyone’s dropdown. Only the view’s creator (or a workspace admin) can edit or delete a public view. To hand off ownership, ask an admin to make the change.

Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.