Org settings: Saved views - Case plan

Overview: Learn how to use Saved Views in Case Plan on Page to filter and view specific client fields and issue fields across all issues.

What Are Saved Views in Case Plan?

  • Saved Views in Case Plan allow you to view only specific client fields and issue fields, as opposed to seeing all of them, and see them across all issues.
  • This is useful for getting a quick overview of all issues and seeing only specific fields. People commonly use this for things like status and tasks.

Creating a Saved View in Case Plan

  • There are two ways to create a Saved View in Case Plan:
    • Filter by client fields and issue fields. Once you've filtered by those, you can save it as a new Saved View.
    • Click the "Create Saved View" button.

Editing and Deleting Saved Views

  • You can edit and delete Saved Views by clicking the three-dot menu.

Organization-Level Management

  • When you modify or add a Saved View in Case Plan, it will be saved across your entire organization.

    Org settings: Client overview

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