User-level "save layout as default"

Hi @scrysler, I’m afraid that’s not possible at the moment, although I can certainly understand how useful when people with different preferences collaborate on a same project. I’m moving your post to the #productfeedback category to allow other people to vote for your feature request too!

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Thank you! That’s good to know. I’ll try to figure out a work-around in the mean time.

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When working in Boards, I’d like the ability to “Save View for Myself” eg I use filter by an assignee in board view however filter back to default after changing the project.

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I have a few different projects that I switch between throughout the day, as I’m sure many do.

My biggest frustration with Asana has been that when switching between projects, there is no way to save a particular view setting (calendar, sorted by assignee, sorted by due date, etc.). I would love this website so much more if I could just save these simple preferences so I don’t have to change it every single time I switch between projects!

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Hi @Ian1099 :wave:t4:

Welcome to the Forum, thank you for posting your valuable feedback.

Please note that if there’s a specific way you and your Team prefer to sort tasks in a list view project, you can save it as the default view for everyone.

To set a default view:

  1. Click the View Settings filter icon
  2. Select Save View for Everyone

Once a default view has been set, you will see it every time you access that project.

Also, please do note that anyone who has access to a project can set the default view.

Learn more here: Overview of Asana views options | Product guides • Asana

Hope this helps! Please don’t hesitate to let me know if I can be of further assistance.

Kind regards,

Cathya :blush:

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That is helpful, I didn’t know about that feature. Thank you!

However, I think it still would be helpful to have an option to save just for yourself.

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Thanks for the reply, I’m glad I was able to share this info with you.

And agreed, I also think it would be awesome to have the option to control your own settings for your personal view too!

Take care @Ian1099 :blush:

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I think it would be very helpful to add a “Save view for just me” option in the “Change view” pop-up menu when it comes to working in projects.

Sometimes, the sorting/grouping options that Person X would find useful for a given project are different from what Person Y prefers. And having to manually change the view settings for a project each time you open it is cumbersome and inefficient.

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Yes, we need to be able to save a view based on our own desired settings. This is even more true now with the new header that allows us to set filters. For example, if I want to only see my tasks in a project, why should I have to pick “Just My Tasks” each time I visit that project. And I can’t save the view for everyone, as then everyone is seeing just my tasks. This really should be a user by user setting. I feel like all I do is go to pages and set the focus.

It’s bad enough when I want to focus just to my tasks, but it’s even worse when I want to focus to a specific team’s tasks. While the new filter system allows me to filter (which is awesome BTW), not being able to save it, means I have to change it every screen I go to.

Here’s what I would do. Create a 3 mode system. [default] [saved] [override] Basically it would work like this:
Default - This would show the view based on “save for everyone”
Saved - This would show your personal saved view for this project
Override - This would use whatever current settings you have turned on for the current project you are in, and apply them to any project you move to. This way, if you needed to spot check for something across projects, you don’t have to worry about the view changing, it would stay the same no matter which project you move to.

I think the modes would be global… meaning if I pick “default” whatever projects I navigate to, they will be in the default mode. If I change the mode to “saved” then no matter which projects I move to, it will show me my saved look for that project. If I don’t have a saved look it will show me the default. And if I go with the override mode, it will stay on override no matter which project I go to. And the extra good thing about override… it will make it easier to save consistent views for projects. So if I like a specific type of view and I want to apply it to 5 out of my 20 projects. I can set my view, turn on override, and then go to each project (of the 5) and save my view. Thus those will become saved views.

I rambled a bit here, sorry… But hopefully you see the value in what I’m trying to accomplish.

-Francesco

Well, it is technically saving for everyone because anyone who views that person’s My Tasks will see it in the same format. It’s just not that common to view other people’s My Tasks by either clicking on a person in the sidebar or searching for them in the search bar.

But I like the option of saving views just for yourself and not everyone. That’s common where one person wants to see things in a calendar format, for example, but others want the list view.

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I agree, individual default views is needed. We end up either having way too many tasks in one project or having to multi-home things to get around this. While the sorting filtering options are great, it’s just too much work setting those up on a project by project basis. Plus they will just default back next time I come back to the project.

Filtering the board to a user is very useful, but it affects the whole team and not just the logged in user.

Can we allow each user in the team to specify their own, different filter please?

Thanks
John

Welcome to the Forum @John_Henney and thank you for sharing your feedback with us!

I’m merging your post with an existing thread we have regarding this topic to consolidate feedback. Please don’t forget to upvote it!

Have a great week!

Something along these lines would be very helpful! We also have a number of projects with different fields that we use as summary information. Depending on the purpose of that field, it would be very helpful to just have a saved view that is “MakeFields x,y,z visible”, and be able to switch back and forth.

My current workaround is using a filtered search. While close to being the solution, it appears using the “any value” for a field requires all fields to be completely filled out, not just left blank. Small issue, but I could see a lot of extensibility to something like a general “saved view” in each project.

It has always been my understanding that the only default views that can be saved applies to anyone with access to the project. Is that the case? If so, it would be nice for users to ALSO set their own personal view of a project or portfolio. The option to use the “everyone default” would then be available to them. Similarly, if someone saved for everyone, it would only apply to those without a personal view saved.

The recent blog post (shown below) seems to contradict the user guide (also below) by offering an indication that someone can “save their own default”.

Hi @LEGGO :wave:t5: Thank you so much for flagging this!

I can confirm that as it currently stands, when clicking Save layout as default, it will save the chosen view for everyone you’re collaborating with.

I’m merging your post with an existing request we have on this topic to consolidate votes. I hope it’s OK.

In addition, I’m escalating this to our Product Team and I’m also filing a task for our Team to review the content shared in the Blog to avoid any confusion.

Thank you again for taking time to share this with us Jerod! Have a great day! :grinning:

In our company we have an ongoing board “project” that is used for editorial assignments where over 100 people potentially have access. The issue is that if one of those people change the default layout it affect everyone’s workflow and it is hard to communicate to all those people to not change default layout and remind them.

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Hello
There’s 13 of us in our team, and we have a sprint project which we all drag our individual tasks into.
When I go into this project, I select

  • All tasks > all tasks
  • Filter > just, my tasks
  • Sort > My team-specific sort view to see sections
  • Save view as default

Then when all of us go into this project, they see just my tasks sorted as above.
How can we individually save view as default and get individual views tailored to the way we individually use the same project?

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Welcome to the Community Forum @Mark_Lewis1!

We currently don’t have the feature to save layout as default for a specific user. But I think this is a great request! I’ve gone ahead and merged your thread with the main product feedback request: "Save default view just for just me" Option for Projects in order to centralize feedback.

Let me know if you have any questions!

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Is there an update on this feature. It would be really useful?

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