Create a Saved View in My Open Items

Creating a saved view allows you to save customized filter criteria and grouping options within the My Open Items smart grid. This enables fast, repeated access to specific task configurations across multiple companies and projects without needing to manually reapply settings each time.

• Saved views capture your applied filters (such as project number or due date range) and grid groupings (such as company name, project name, or item type).

• Saved views are especially useful for managing specific sub-sets of data across multiple companies or projects.

• You must have open items assigned to you in Procore.

• Access to the updated My Open Items interface.

1. Navigate to My Open Items.

2. Apply your desired filters and grouping options on the smart grid. 

3. Click Views at the top left of the grid.

4. Click Create.

5. Enter a name for your saved view.

6. Save the view.

Note: You can also select an existing view. Click Views and select your saved view from the list.