Saved views can help streamline your workflow and enhance team collaboration.

In Casefleet, a saved view is a customized set of filters and column selection settings that you can apply to your cases. This feature allows you to quickly access specific subsets of your data without having to reapply filters each time.

Saved views are available on the Cases menu, and Facts, Contacts, and Sources case-level pages in Casefleet. You can customize any filters using the filter-builder or choose which columns you want to be visible in the saved view. For a more detailed guide on creating a Saved View, check out the following articles:

You can share a saved view with any other user who has access to the case by clicking the "Make public" icon on the modal to edit your saved view. After you create the saved view, click on the name to display the edit modal shown here. Then select the "people" icon to share it with other users on the case. Once public, they will be able to see them from their account as a view selection:

Each user can set a "default" view by selecting the star next to the saved view on that page. This will automatically pull that saved view when visiting that page in the future.