Productivity
Saved views, bulk actions and tags
Save filtered lists, update many records at once and organize with tags.
Last reviewed October 3, 2026
Save a view
- 1On any list, add filters, sort and choose columns.
- 2Select Save view, name it and choose personal or shared.
- 3Set it as your default if you like.
Bulk actions
- 1Tick the records you want on a list.
- 2Choose edit field, assign owner, add tag, remove tag or delete.
- 3Deleted records can be restored during a short undo window. Every change is recorded in the audit log.
Tags
Admins can rename and merge tags in Settings > Tags.