Filters and views
Stack filters on any list, save the combo as a view, share it with the team.
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.
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.
The operator set varies by field type. Most-used fields on each list:
Once your filters are set, click Save view. A dialog asks for:
Private (you only) or Public (everyone in the workspace)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.
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.
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.
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.