How To Create a New View

1. Within the table, click on the "+" sign above the search bar.

2. From the drop-down menu, select desirable view type.

3. A box will appear to enter a name for the view—choose a descriptive name that reflects its content.

4. Select who can edit:

   • Collaborative for team access and editing.

   • Personal for individual use.

     note: charts & survey views doesn't have personal option as they are collaborative based.

5. Click "Add" to save the new view.

For collaborative views, it's best to define permissions to align with project needs and team roles.