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.
How to create and manage custom views
Create a new view
- Click View settings.
- Click Create new view.
- Enter a name, for example Mechanical - FPT checklists.
- Enter an optional description.
- Set visibility to Private or Public.
- Optionally enable Set as default view for this project.
- Click Save.
Configure columns and filters before updating a view
- Open Assets overview.
- Click View settings and select Visible columns.
- Apply filters in the filter bar.
- Set sort order by clicking a column header.
- Open View settings and update the selected view.
Switch between views
- Click View settings at the top of the Assets overview.
- Select a view from the list.
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 |
Updated on: 07/26/2026
Thank you!