Views

March 19, 2026

You can now save a set of filters on meetings and action items as a view and switch between views with one click.

If you find yourself filtering meetings or action items the same way over and over, you can save that as a view. Click the + next to your tabs, name your view, add your filters, and hit Save. Your view appears as a tab you can switch to anytime.

Use views to organize work the way you think about it: customer calls, hiring loops, shared meetings, project action items, or anything else. Switch between views instantly, and update them anytime as your workflow evolves.

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