A saved view captures how you like the Manifest or Calendar laid out — its grouping, sorting, columns, and filters. You can mark one saved view as your default so it opens automatically every time you go to that screen, instead of starting from the standard layout and re-applying your settings each time.
In this article
Your default is personal to you — it changes only what you see, not your teammates. Each person sets their own.
Before you begin
You need at least one saved view on the screen you want to set a default for. If you haven't made one yet, see Customize the Manifest view or Customize your Calendar view to build and save one first.
Set your default Manifest view
- Go to the Manifest.
- Apply the saved view you want as your default (or set up the grouping, sort, and columns you want and save it).
- Open the save-view dialog and select the checkbox Use this saved view as my default when viewing the manifest.
- Select Save.
From now on, the Manifest opens on that view whenever you go there.
Set your default Calendar view
- Go to the Calendar.
- Apply or build the view you want.
- When saving it, select Use this saved view as my default when viewing the calendar.
- Select Save.
Change or clear your default
Save a different view with the "use as my default" box checked to switch your default to that view. The most recently saved default wins.
Related
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See how attractions, tours, and activities tailor their Manifest and Calendar in TripWorks so every shift starts on the right view. Book a demo and make the switch.