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# Create and manage custom views in the assets overview

## Overview: custom views in Assets overview

Custom views in the Asset module Assets overview save a named mix of visible columns, filters, and sort order, which is used when different roles need a reusable slice of asset data without rebuilding the grid each time.

Built-in checklist presets are also listed below.

* Your role can be any project role for private views. **Manager** or higher is required for public views and the project default.
* You can find the menu at Asset module - **Assets overview** - **View settings**.
* This changes the columns, filters, and sort order shown when a view is selected.

|| Creating public views or setting a project default requires project role **Manager** or higher. Any user can create private views.

## How to create and manage custom views

### Create a new view

1. Click **View settings**.
2. Click **Create new view**.
3. Enter a name, for example Mechanical - FPT checklists.
4. Enter an optional description.
5. Set visibility to **Private** or **Public**.
6. Optionally enable **Set as default view for this project**.
7. Click **Save**.

![Screenshot: Create new view dialog in Assets overview](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_h98gsz.png)

### Configure columns and filters before updating a view

1. Open **Assets overview**.
2. Click **View settings** and select **Visible columns**.
3. Apply filters in the filter bar.
4. Set sort order by clicking a column header.
5. Open **View settings** and update the selected view.

![Screenshot: Visible columns settings for a custom view](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_15p1k02.png)

### Switch between views

1. Click **View settings** at the top of the Assets overview.
2. Select a view from the list.

![Screenshot: View selector list in Assets overview](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_1uev9rf.png)

## Results: view behavior and permissions

| Preset view | What it shows |
|---|---|
| Assigned personally | Checklists assigned directly to you |
| You + Your company | Checklists assigned to you or your company |
| Assigned to you | Checklists where you are the responsible person |
| Overdue deadline | Checklists past end date and not Approved |
| Deadline next week | Checklists due within the next 7 days |

| Project role | Create private view | Create public view | Set project default |
|---|---|---|---|
| Viewer | Yes | No | No |
| Contractor | Yes | No | No |
| Designer | Yes | No | No |
| Consultant | Yes | No | No |
| Manager | Yes | Yes | Yes |
| Admin | Yes | Yes | Yes |

Changes after loading a view are not saved automatically. Use update view to keep them.

## Troubleshooting: custom views

| Problem | Cause | Solution |
|---|---|---|
| Save as new view is not visible | You are not in Assets overview or a list view that supports views | Open Assets overview or a checklist list view, then open **View settings** |
| Public view not visible to others | Users are in the wrong view, or below Viewer | Confirm they have at least **Viewer** and are in the same Assets overview |
| Columns reset when switching views | View was saved before column changes | Re-apply columns, then update the saved view |
| Cannot set project default | Project role is below Manager | Ask a project **Manager** or **Admin** to set the default |
| Built-in preset is missing | Presets apply to System Checklists views, not the main Assets overview | Open the checklist view that contains the presets |