Save filtered view in ClickUp List (table) in a document
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Maria Antonia Bravo
I can link to a ClickUp list as a table in a document and filter it. However, I cannot save the filters I apply to the table to show a subset of the tasks according to tags or custom fields so that whenever another person opens the document, they see the filtered information, not all of the information. Is there a way to integrate this?
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Brent
open
Hi all, updating the status of this request as we continue to collect feedback and look toward enhancing embeds in ClickUp Docs.
Please be sure to keep sharing thoughts on how this would improve your workflows. Thanks!
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Tudor Rusmanica
Any updates on this?
Tyler Parson
Also wondering
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Angel
Yes totally agreed, every click up list, board, table in fact every new view should be able to save as its own layout / filters without affecting the other.
Same with dashboards. If I have a Clickup list (board) and change filters it affects the board in the list location as well. It should be separate, yes associated or linked to one another but different views.
Justin Hunter
Hey Maria Antonia Bravo! This is planned and is something we should have rolled out sometime in the second half of this year.
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Andrew Tomassetti
Justin Hunter: Is this still rolling out this year? I just tried to utilize this today to narrow down a contact list of stakeholders within a doc page, and the filter cleared as soon as I switched to a different page in the doc.
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Evan Olson
Justin Hunter Any update on this?