working on building a handful of saved views for our super board to help narrow down a couple specific workflows.
pro: views are saved across our organization so we can set up a couple workflows that should work for everyone.
con: it is way too easy for someone to add/remove a filter and overwrite the saved view for everyone else.
is there a way to lock down a saved view for the team on a specific board so they can add filters for themselves (ie search for themselves to see what is assigned to them) but won’t wreck the saved view for everyone else?
+1. We want both group-level views (everyone’s projects) and person-specific views (my projects filtered from the team board) on our projects board. Only admins should be able to change the group-level views. For person-specific views, ideally only admins and specific users can see/change them.
An alternative that I have used on other platforms is a variable in the view/report that represents the current user. For example, this would filter a person column for the current logged in user. That way a single view gives everyone their own list of rows.
While we do not currently have the capability of “locking” a board view’s filters, I am going to pass your thoughts to our product team and bring this thread to their attention so future support can also be taken into account.
They take user feedback very seriously! In fact, many of our features began as user requests
I hope this helps! Remember to mark as solved if this answers your question.
We are another company, completely new on Monday and are looking for this feature severely. We need a way to prevent normal users from seeing all information, only admins and managers should have access to!!
This is such an obvious need. Most employees don’t know what the heck they’re doing. the point of views is that we can tailor what they see to be only what they need to see - nothing less/more. If they screw it up - especially the tech-illiterate ones - they screw up everyone’s workflow.
hey @jennap, this was 1 year ago, any update? Since rolling out monday in my company I have found that users overwrite saved views all the time, but the views are critical for the workflow of the board. We really need a way to set permissions on who can edit a view. Additionally, if people could have “personal” saved views that only they see, I think that would help as well.
The lack of an ability for board owners to control board views to ensure a stable end-user experience is a big weakness. Currently only restricting users to editing items they are assigned to ALSO limits ability to change views. This makes very little sense. View permissions should be tied to the same permission as the ability to create automations on a board.
I manage boards for a non-profit with thousands of volunteers in various roles. Filtered views are essential to our operation. I spend a lot of time fixing changes to preset filtered views and even more time training volunteers on how to avoid changing the views. Locking down the ability to change shared filtered views would be a huge plus for us!
Hi community! Thanks to all those that voted and shared feedback. Great minds think alike – our development team is already working on the ability to create personal views, reorder tabs and hide views. We will keep you updated when it is ready to be released.
Requests like yours help guide us in prioritizing the features that our customers care about the most. So keep the ideas coming because your feedback impacts hundreds of thousands monday.com customers who will enjoy default views on their boards because of you.
this is a pretty huge feature request for us as a new customer as well. didn’t realize we couldn’t hide views from groups of users, makes it a real pain with all of our custom views in random order and views that don’t relate to each employee role.
This is a must and one of the basic feature that should be available for all users. I see so many use cases would be achieved by this single feature update. @monday-team do we have any update on this.
