How do I manage my custom views on Company Overview?

Plan availability: Available on Jog, Run, and Sprint plans

Goal

This article shows you how to manage your custom task views on the Overview page—specifically how to delete, reorder, or edit them. You’ll also learn how the top‑positioned managed view becomes the default when logging in or navigating to the company overview.

Manage Custom Task Views

On the Overview page, to the left of the Filters button is a drop‑down menu where you can:

• Access already created views
• Save a new view
• Manage (edit, reorder, delete) existing views

Default View on Login / Company Overview

When you reorder your managed views, whichever view is placed at the top of the list becomes the default view that loads automatically when you log in or navigate to the company overview page. So positioning your most‑used or preferred view first ensures it’s front and center.

How to Manage Custom Task Views

1. Navigate to the Overview page.
2. Click the drop‑down menu immediately to the left of the Filters button.
3. At the bottom of this menu, click “Manage Custom Views.”
4. A management page will open where you can reorder or delete views.

To edit a view:

1. Return to the Overview page and select the view you want to edit.
2. Open the Filters drawer and adjust filters as needed.
3. Once complete, open the view drop‑down and choose “Save Current View.”
4. If you’re replacing an older view, you can then remove it from the Manage page.

Note: Deleting a view only removes the saved configuration—it does not delete tasks or change underlying data.

	Click and drag this icon to reorder the views in the list.
	Click this icon to remove a custom task view.

Prerequisite Article

How to Save a Custom View on Overview Page