What is a saved view?

A saved view is a named, reusable configuration of a library or journey in TheyDo. Instead of rebuilding the same filters and layout every time, you save the setup once and come back to it whenever you need it.

What a saved view remembers

When you save a view, TheyDo stores:

• Layout — table, matrix, list, map, or pulse
• Filters — persona, owner, tags, journey, status, type, and more
• Sort order — how items are ordered in the view
• Column configuration — which columns are visible or hidden
• Matrix axes — which scores appear on the X and Y axes (if using a matrix layout)

Where you can use saved views

Saved views work across building block libraries: Insights, Opportunities, Solutions, Metrics, Journeys, Personas, and Documents. They also apply to journey map views, including pulse configuration and lane layout.

In journeys, saved views let you maintain multiple perspectives of the same journey — for example, an executive summary, a prioritization matrix, and a region-specific filtered view, all in one place.

In libraries, saved views help you manage large lists and return quickly to useful configurations, such as high-priority opportunities, untagged insights, or items assigned to you.

How sharing works

Published views are visible to everyone in the workspace as tabs at the top of the library or journey. When you edit a published view, your changes stay as a personal draft — other users still see the original until you explicitly save or publish your changes. This means you can experiment without affecting what your team sees.

Views are also shareable via URL. The link includes a view ID, so anyone who opens it lands directly in that configuration (with live data, not a screenshot).