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This article describes how to save a view in Planner to be able to reuse the filter parameters at a later stage or to share with others within the organization.
To save a view
- In Planner, click Overview to open the Gantt chart that shows the Marketing activities.
- In the toolbar in the top right corner click the icon ( ) to Save current view.
- A dialog window opens up where you can enter a name for your new view. Enter a name that describes what the view is presenting.
- Click OK to save the new view. The dialog is closed and the view is saved and can be opened from the Views... function in the toolbar.