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Creating Specific Labsheet Views

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Written by Satya Singh

Overview

Creating specific Labsheet views helps you organize a Labsheet based on the work you need to do. You can set up views to show only the most relevant columns, records, and filters for a given workflow, team, or stage. This makes Labsheets easier to read and manage, especially when they contain a large amount of data. It also helps reduce clutter and keeps users focused on what matters.

How it works

  1. Open the Labsheet.

  2. In the top-left corner, click the dropdown next to the current view name.

  3. Click Add New View and then select Edit View Info.

  4. In the Name field, enter a name for the new view.

  5. Open the Columns tab and select the columns you want to include in the view.

    Note: You can also drag and drop columns to reorder them.

  6. Open the Filters tab, add the filters you need, and click Apply to save them.

  7. Open the Sort tab and set the sorting order for the view as needed.

Outcome

  • Your new Labsheet view will show the columns, filters, and sorting you selected.

Conclusion

  1. You can now create a specific Labsheet view that shows only the data you need.

  2. This makes it easier to review records, work with the right information, and keep the Labsheet more clear for your task.

Related Articles

  1. Preferred Default View in Labsheets :

    Learn how to set a default view so your Labsheet opens with the same columns, filters, and layout every time.

  2. Embedding Specific Labsheet Views Within Labspace Pages:

    See how to display a selected Labsheet view inside a Labspace page to keep workflows focused and relevant.

  3. Reorder Columns in Saved Views with Drag-and-Drop:

    Learn how to quickly rearrange columns within a view using drag-and-drop for better readability and structure.

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