{"source_id":"visitt-14817636","company":"Visitt","kind":"documentation","category":"documentation","title":"Create and Manage Views | Visitt - Help Center","url":"https://help.visitt.io/en/articles/14817636-create-and-manage-views","body":"[Skip to main content](https://help.visitt.io/en/articles/14817636-create-and-manage-views#main-content)\n\n# Create and Manage Views\n\nUse views to save filtered sets of work orders or inspections and share them with your team.\n\nWritten by Zach Kahan\nApril 30, 2026\n\nTable of contents\n\n[What are views?](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_52f807872a)[How it works](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_3a0de5393a)[Create a new view](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_ca5029e8ee)[Use a saved view](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_9b51075848)[Update sharing on an existing view](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_065f42ca14)[Edit an existing view](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_ceee256fc6)[Delete a view](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_b4b08413ae)[Views table](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_202853590e)[Common scenarios](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_ae38e9116c)[FAQ](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_f1321fb7bc)\n\n* * *\n\n## What are views?\n\nViews let you save a custom set of filters as a reusable list. You can use views to track specific work order types, inspection statuses, or any combination of filters you return to often. Views can be kept private or shared with other users in your organization.\n\n![](https://downloads.intercomcdn.com/i/o/ymv0iawf/2336325691/9addff12d9473cac1411680e458f/User+type+view+name+%281%29.png?expires=1791207900&signature=505d1a3632aeed6ef8b248e44fefff8eb27f8cb0a9cc6777ba08ab2b5ee0a2a0&req=diMkEMp8mIdWWPMW1HO4zUi3WLg7BHTSqAR2orTLWt9yn5n1%2Bl11kCGRi0nC%0A7fO914PwNH%2FkiC3pUws%3D%0A)\n\n* * *\n\n## How it works\n\n## Create a new view\n\n1. Go to [app.visitt.io](http://app.visitt.io/) and open **Views** from the left sidebar.\n\n2. Click **Create view**.\n\n3. Enter a name for the view.\n\n4. (Optional) Click **Add a description** and describe the view's purpose.\n\n5. Under **Dataset**, select **Work orders**, **Inspections**, or both.\n\n6. Under **Properties**, select the specific properties you want the view to cover — or leave it empty to include all properties assigned to you.\n\n7. Click **Add filter** to define your filter criteria. You can filter by category, subcategory, status, and more. Add as many filters as needed.\n\n8. Under **Sharing**, choose:\n\n   - **Personal** — only you can see this view.\n\n   - **Shared** — visible to other users. Select the users you want to share it with.\n\n9. Click **Save**.\n\n**Note:** When you share a view, each user sees data based on their own access permissions. If a property in the view is not available to a specific user, they will not see that data.\n\n* * *\n\n## Use a saved view\n\n1. Open **Views** from the left sidebar.\n\n2. Click on a view name to open it.\n\n3. Browse the work orders or inspections in the view. The list works like the standard work orders or inspections table — you can interact with and update items directly.\n\n4. Use the **columns** selector to show or hide columns.\n\n5. Use the **export** option to export the view data.\n\n​\n\n* * *\n\n## Update sharing on an existing view\n\n![](https://downloads.intercomcdn.com/i/o/ymv0iawf/2336326258/be8b539933b02a57b14f3424d7f6/Share+view.png?expires=1791207900&signature=26ac7460e16326e8e90f1bf0632bfc45436fcb8d90947af202b28da85ccd22bb&req=diMkEMp8m4NaUfMW1HO4zee8fxiMcUR8S%2FdQ0BJPGFfwW%2BSsr8VJH3o3IEXd%0Af%2FDJB21YQCQTNEwQSkA%3D%0A)\n\n1. Open the view.\n\n2. Open the view menu and select **Edit**.\n\n3. Under **Sharing**, change the option between Personal and Shared, or add and remove users.\n\n4. Click **Save**.\n\n​\n\n* * *\n\n## Edit an existing view\n\n1. Open **Views** and click on the view you want to edit.\n\n2. Open the view menu and select **Edit**.\n\n3. Update the name, description, filters, properties, or sharing settings as needed.\n\n4. Click **Save**.\n\n​\n\n* * *\n\n## Delete a view\n\n1. Open the view you want to delete.\n\n2. Open the view menu and select **Delete**.\n\n3. Confirm the deletion.\n\n**Note:** Only the view creator or an admin can delete a view.\n\n* * *\n\n## Views table\n\n![](https://downloads.intercomcdn.com/i/o/ymv0iawf/2336327020/863a12ad963fcba86ec3bf02e401/Views+main+page.png?expires=1791207900&signature=3ef8703caffd07ea52a9d54fd39cea5957f8023c3b0dfb91a2e8fcb17c38f816&req=diMkEMp8moFdWfMW1HO4zcaIJo%2FfemWwu8yV4T6WIFDZFXmlNxW6JJqS6iBR%0A4NVUS2r3L0C0rPunH1w%3D%0A)\n\nThe Views page lists all views available to you — views you created and views others have shared with you. From here you can open, edit, or manage any view.\n\n​\n\n* * *\n\n## Common scenarios\n\n1. **Track open HVAC complaints** Create a view with the Work orders dataset, filter by Category: HVAC, Subcategories: \"Too Hot\" and \"Too Cold\", and Status: Open, In-Progress, On-Hold. Leave the Properties field empty to include all your assigned properties. Name it \"Too Hot / Too Cold Calls\" so your team can access it any time.\n\n2. **Share a view with a property team** Create a view for a specific property's open inspections and set it to Shared. Add the relevant team members. Each user will see only the data they have access to based on their permissions.\n\n3. **Switch a view from shared to personal** Open the view, go to Edit, and change the sharing option to Personal. The view will no longer appear for other users.\n\n* * *\n\n## FAQ\n\n- **Can I share a view with users outside my organization?**\n\nNo. Views can only be shared with users who already have access to Visitt in your organization.\n\n- **Why can't a user see all the items in a view I shared with them?**\n\nShared views respect each user's access permissions. If a work order or property in the view is not available to that user, they will not see it.\n\n- **Can I include both work orders and inspections in the same view?**\n\nYes. When creating or editing a view, you can select both Work orders and Inspections as the dataset.\n\n- **Who can delete a view?**\n\nOnly the user who created the view or an admin can delete it.\n\n- **Can I edit a view someone else shared with me?**\n\nNo. You can browse and interact with a shared view, but only the creator or an admin can edit or delete it.\n\n- **What happens if I leave the Properties filter empty?**\n\nThe view will automatically include all properties assigned to you.\n\n* * *\n\nRelated Articles\n\n- [How to Create and Edit Inspections](http://help.visitt.io/en/articles/8799107-how-to-create-and-edit-inspections)\n- [How to View and Complete Open Inspections](http://help.visitt.io/en/articles/9097482-how-to-view-and-complete-open-inspections)\n- [How to Manage Your Categories](http://help.visitt.io/en/articles/9216614-how-to-manage-your-categories)\n- [How to Create Recurring Work Orders](http://help.visitt.io/en/articles/13362516-how-to-create-recurring-work-orders)\n- [Navigating and Managing Inspections in Visitt](http://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt)\n\nDid this answer your question?\n\nDisappointed Reaction😞Neutral Reaction😐Smiley Reaction😃\n\nTable of contents\n\n[What are views?](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_52f807872a)[How it works](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_3a0de5393a)[Create a new view](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_ca5029e8ee)[Use a saved view](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_9b51075848)[Update sharing on an existing view](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_065f42ca14)[Edit an existing view](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_ceee256fc6)[Delete a view](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_b4b08413ae)[Views table](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_202853590e)[Common scenarios](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_ae38e9116c)[FAQ](https://help.visitt.io/en/articles/14817636-create-and-manage-views#h_f1321fb7bc)","capture_id":"efc1de8b50613a6bae6fbc6efab2fb63b416134621403d76f9dc74cdf66a33e2","captured_at":"2026-10-05T13:13:34.063Z","published_at":null,"indexed_at":"2026-10-05T13:13:34.084Z","truncated":0,"scope_tier":"primary","monitor_reason":"","last_error":"Firecrawl HTTP 402 (payment required: check the provider account credits or billing)","last_attempt_at":"2026-10-12T13:11:27.716Z","enabled":1,"evidence_notes":[],"text_available":true,"media":["https://downloads.intercomcdn.com/i/o/ymv0iawf/2336325691/9addff12d9473cac1411680e458f/User+type+view+name+%281%29.png?expires=1791207900&signature=505d1a3632aeed6ef8b248e44fefff8eb27f8cb0a9cc6777ba08ab2b5ee0a2a0&req=diMkEMp8mIdWWPMW1HO4zUi3WLg7BHTSqAR2orTLWt9yn5n1%2Bl11kCGRi0nC%0A7fO914PwNH%2FkiC3pUws%3D%0A","https://downloads.intercomcdn.com/i/o/ymv0iawf/2336326258/be8b539933b02a57b14f3424d7f6/Share+view.png?expires=1791207900&signature=26ac7460e16326e8e90f1bf0632bfc45436fcb8d90947af202b28da85ccd22bb&req=diMkEMp8m4NaUfMW1HO4zee8fxiMcUR8S%2FdQ0BJPGFfwW%2BSsr8VJH3o3IEXd%0Af%2FDJB21YQCQTNEwQSkA%3D%0A","https://downloads.intercomcdn.com/i/o/ymv0iawf/2336327020/863a12ad963fcba86ec3bf02e401/Views+main+page.png?expires=1791207900&signature=3ef8703caffd07ea52a9d54fd39cea5957f8023c3b0dfb91a2e8fcb17c38f816&req=diMkEMp8moFdWfMW1HO4zcaIJo%2FfemWwu8yV4T6WIFDZFXmlNxW6JJqS6iBR%0A4NVUS2r3L0C0rPunH1w%3D%0A"],"interpretation":"Unreviewed source evidence. 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