How to Filter, Sort, and Save Views

Creating Your Perfect View

Feeling overwhelmed by long lists of work? The key to staying focused is to create your own personalized views that show you only what you need to see, exactly when you need to see it.This guide will teach you how to use three powerful tools—Filter, Sort, and Save View—to take control of your workspace. We’ll follow a salesperson at LAIKA who wants to create a custom view of their most important deals.

Creating a “My High-Value Deals” View

Our goal is to create a view that shows only the deals that are assigned to me, are worth more than $10,000, and are still active. Then, we’ll sort them by their close date.

# Tutorial: Creating a Custom Saved View

## Section 1: Filtering Your Data

1.  **Start in Your `⏹️ Space`**: Navigate to the `Sales & CRM` `⏹️ Space` and open the main `Opportunity` `Workview`. You'll see all opportunities for the whole team.

2.  **Open the Filter Menu**: Click the `Filter` button at the top of the view to open the configuration menu.
![Opening the filter menu from the top of a workview.](https://path/to/filter-menu-button.png)

3.  **Add Filter Conditions**: We'll add three conditions to see only the work we want.
    - **Condition 1**: `Assigned To` **is** `Current User`. (This is a special value that means "me").
    - **Condition 2**: Make sure the logic is set to **AND**, then add `Project Value` **is greater than** `10000`.
    - **Condition 3**: Add another **AND** condition: `Status` **is not** `WON` **AND** `Status` **is not** `LOST`.

4.  **Apply the Filter**: Click "Apply". The list will instantly update to show only the `🧊 Objects` that match all your criteria.

## Section 2: Sorting Your View

1.  **Open the Sort Menu**: Now that the list is filtered, let's sort it. Click the `Sort` button.
![Opening the sort menu from the top of a workview.](https://path/to/sort-menu-button.png)

2.  **Set the Sort Order**: Let's put the most urgent deals at the top. Set the sort order to: **`Estimated Close Date` - `Ascending`**. This puts the soonest dates first.

## Section 3: Saving Your Custom View

1.  **Find the "Save" Option**: You've created the perfect view, but you don't want to set this up every day. At the top of the screen, the view name now has an asterisk (*), showing it has unsaved changes.
![The asterisk next to the view name indicates unsaved changes.](https://path/to/unsaved-view-asterisk.png)

2.  **Save As New View**: Click the dropdown arrow next to the view name and select **"Save as new view"**.

3.  **Name Your View**: Give your view a clear, descriptive name, like "My High-Value Deals", and click "Save".

4.  **Get One-Click Access**: That's it! Your new custom view now appears in the `⏹️ Space`'s sidebar under its own name. You can now get back to this exact filtered and sorted list with a single click, anytime.
![The new custom saved view is now available in the space's sidebar.](https://path/to/new-saved-view.png)

What’s Next? Now you know how to organize and save views of your work. But what if you need to find something that isn’t in your current view? Next, we’ll learn how to use the most powerful finding tool in Luklak: Universal Search.

Next: How to Find Anything with Universal Search

Introduction

The first day experience

Daily Work & Collaboration

Organizing & Finding Information

Guides For Managers

Creating a “My High-Value Deals” View

​Creating a “My High-Value Deals” View

Creating a “My High-Value Deals” View