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> For a complete documentation index, see https://docs.pivotal.app/llms.txt.
> For full documentation content, see https://docs.pivotal.app/llms-full.txt.
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# Filters and views

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](/product/integrations/connect-hubspot) |
| `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](/product/customers/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.

## Related

* [Reports](/product/workbench/reports)
* [Tags and metadata](/product/customers/tags-and-metadata)
* [Search](/product/workbench/search)

Email **[help@pivotal.app](mailto:help@pivotal.app)** with a screenshot of where you got stuck and the customer or onboarding id from the URL.