Create Position View

Overview

This playbook covers how to create a new Position View on the Positions page. Views are personal to each user and are not shared across the organization.

→ See 134 - Position-Views for full product knowledge on Position Views.

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How Do You Create a Position View?

Best Practice: Apply the filters and configure the columns you want to associate with the View before saving it. This way your View is configured exactly how you want it from the moment it is created.

→ See 2706 - Apply-Filters-to-Position-View for instructions on applying filters before creating a View.

→ See 2702 - Configure-Position-View-Columns for instructions on configuring which columns are displayed within a View.

1. Navigate to the Positions Page. If you want to apply filters first, do so on the All Positions View before proceeding.
2. Click the "+ Add View" tab button at the end of the View tabs row.
3. Click "+ Add View" from the menu that appears.
4. Use the input to name your View and click "Save".

Your new Position View is now created and saved. Any filters applied before saving are automatically associated with the View. Filters and column preferences continue to save automatically as you make changes going forward.

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Related Topics

134 - Position-Views — Full product knowledge on Position Views including what they are and how they work 111 - Positions — Learn about the Positions page and how to navigate it 2702 - Configure-Position-View-Columns — Instructions for configuring columns within a View 2706 - Apply-Filters-to-Position-View — Instructions for applying filters to a View 101 - Platform-Links — Direct link to the Positions page