Summary: With the views feature, users can effortlessly generate and store personalized views. This simplifies the process of locating proofs in a timely manner.

Available for: all Ziflow editions.

Features listed in this article:

Above the list of proofs, you'll find the views bar. To switch between standard and custom views, simply select the desired items from the views list.
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As you switch between views, you'll observe that the figure beside the view icon alters. This digit indicates the precise count of proofs that fulfill the criteria specified within the view's filters.

You can rearrange the order of your views by dragging and dropping them on your view bar.

To add a new view, open up a filter menu (containing various types of filters) and start selecting required filters. Once you're ready to complete the view, click on the Save as a new view button and give your new view a name.

Users can also create new views based on existing ones. Simply select the desired view to use as a template. It can be any of your created views (in my example, it is Angies' proofs), as you can modify it later.

To access all views in your account, both private and public, simply click on the + button located in the views menu.

Ziflow administrators and managers are granted access to all views within the account. On the other hand, users can view their own views and all public ones.

From this level, users may view and manage their filters. If some views are used more often than others, pinning them to the favorite bar might be a good idea.

You can easily switch between your favorite views by simply clicking once.

To manage your profile views effectively, there are various view actions available. Standard views are fixed and cannot be altered, limiting the changes you can make. However, with custom views, you have complete control.

To open up the view actions menu, hover your mouse over the view name and click the three-dot button to access a contextual menu (or right-click on it).

Having the option to sort proofs in your view adds an extra layer of organization for displaying projects in a specific order.

You can only sort proofs when using a list view or an expanded view that displays specific columns.

To sort proofs in your view, left-click on the column you want to use for sorting. The list will refresh, and the proofs will be sorted accordingly.

You'll see an arrow icon next to the selected column when sorting proofs. This icon has two positions, up and down, indicating the order in which you want to display the proofs. For example, if you choose to sort by the "Created date" column, the arrow will show whether you want to see the newest or oldest proofs first.

Sometimes, you want to see every proof you can access within your dashboard without any filters applied. For those moments, we’ve added an “Everything” button at the top of the list of folders and workspaces. Clicking that shortcut will take you to an unfiltered view of all the proofs you can access across all your workspaces.

For moments when you want to see all of the proofs you have access to within a particular folder or workspace, we’ve added a “See all proofs” shortcut. After selecting a folder or workspace in the left navigation panel, click the persistent “home” icon on the far left side of your Saved Views bar to quickly see your proofs without any filters or view settings.