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Boards and tasks · Autessa Vision

Filters and saved views

Autessa Vision lets you filter a board by assignee, priority, project and label, then save the layout, grouping, ordering and filters as a named view. A view is private to you unless you share it, and shared views appear for everyone on the board.

A core task and project management capability, done properly
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Engineering / ViewsSAMPLE
Views ▾ My high priority •⚲ Filter 2☰ DisplayAssignee: Sam Ortiz ×Priority: High ×
MY VIEWS
My high priority○×
Bugs by assignee○×
SHARED WITH THIS BOARD
Release triageShared
View name, e.g. My high priority
☑ Share with this boardSave view

The problem

Everyone rebuilds the same filters every morning

The lead wants high-priority work by assignee; the engineer wants their own bugs; the standup wants everything due this week. Without saved views, each person re-clicks the same filters every day. With them, each lens is one click.

What you get

  • Filter by assignee (or Unassigned), priority, project (or No project) and label, plus a text search.
  • Active filters show as chips in the view bar; click × on a chip to remove it.
  • Save the current layout, grouping, ordering and filters with a name, such as “My high priority”.
  • Choose whether a view is shared with the board when you save it, and switch it between private and shared later.
  • A dot marks a view with unsaved changes; update it in one click.
  • The Views menu lists My views and Shared with this board separately.

How it works

How does filters and saved views work in Autessa Vision?

  1. Filter

    Open Filter and pick an assignee, priority, project and label. The chips show what is applied.

  2. Arrange

    Use Display to choose board or list, a grouping and an ordering.

  3. Save

    In Views, name the view and choose whether to share it with the board.

  4. Reuse and refine

    Pick the view any time. Change it, and the dot reminds you to update it.

Every option

What a saved view remembers

OptionWhat it does
LayoutBoard or list.
Grouping and orderingThe list grouping and ordering.
FiltersAssignee, priority, project and label.
NameShown in the Views menu.
SharingPrivate (yours) or shared with everyone on the board; toggle any time.
ActionsSave current view, update, share or unshare, delete.

Permissions

Who can do what?

RoleCan
View creatorUpdate, share, unshare and delete their own views.
Team memberUse any view shared with the board and save their own.

Connected

How it connects to the rest of Vision

FAQ

Questions about filters and saved views

Can I share a saved view with my team?

Yes. Tick Share with this board when you save, or toggle sharing later. Shared views show for everyone on the board under Shared with this board.

What filters does Vision have?

Assignee (including Unassigned), priority, project (including No project) and label, plus a text search across tasks.

Are saved views per board?

Yes. Views belong to a board, so each team keeps its own set.

Autessa Vision

Try filters and saved views in Autessa Vision

Autessa Vision saves any mix of layout, grouping, ordering and filters as a view, private to you or shared with everyone on the board.

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Press ⌘K for anything, ⌘J for AI, ? for every shortcut

100% customizable, code and all

Make Autessa Vision fully your own.

Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.

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