Save Active View

Do you use some filters often and do you want to save time? Tabidoo provides the opportunity to save filters and use them whenever needed.

How to do that?

Click on this option in the upper-right corner

How to Save a New View

Click the View settings icon (gear symbol) in the top-right corner of your table.
Click on "+ Save active view".
In the popup:

Enter a name for your view.
Optionally enable:
Shared – visible to all users in the application.
Use as default – the view will be loaded automatically when opening the table.
Show as table – if "Shared" is enabled, this will show the saved view as a separate table in the main menu.
Click Save

Tip: Views that are set as default will be automatically applied when you open the table. "Show as table" is a great feature for building dashboards or simplified views for specific user roles.

How to save the active view as a table

How to Manage Saved Views

When you click on the view settings icon again, you will see a list of your saved views.

From here, you can:

Switch between views
Edit a saved view ( Rename/Edit)
Delete a view ( Delete)
Override by current view – updates the saved configuration with your current filter/sort/column state

Settings of the saved active view

Summary of Options

Use Cases – When to Use “Save Active View”

1. Role-based dashboards

Manager sees tasks by status and deadline.

Salesperson filters only their leads.

HR views applicants in active stages.

Each user gets a personalized view without extra clicks.

2. Quick access to filtered reports

Save a view with specific filters (e.g. only “Completed” orders).

Use “Show as table” to make it appear as a separate table in the menu.

Create mini reports or dashboards instantly.

3. Reusable complex filters

Hide columns, apply multiple filters, sort records.

Save everything as one active view.

Avoid repeating setup for complex tables.

4. Team meetings / shared views

Save a shared view for weekly standups or sprint boards.

Everyone sees the same data structure.

Ideal for collaboration and consistency.

5. Testing or temporary setups

Create a “debug” or “test” view for temporary use.

Don’t mess with default settings.

Safe environment for experiments.