Views help you quickly access the work orders and inspections that matter most to you. By saving custom filters as reusable views, you can avoid rebuilding the same searches each time and easily share important Views with other members of your team.
What are Views?
Views allow you to save a customized list of work orders or inspections for quick access later. In addition to saved filters, a View can preserve your selected columns and sorting preferences, helping you quickly return to the information you review most often. Views can remain private or be shared with other users in your organization.
Views Page Overview
The Views page lists all Views available to you, including Views you created and Views shared with you by other users. Shared Views can be opened and used, but only the View creator can edit the View's settings, manage sharing permissions, or delete it.
📌 Note: Access to Views and what you can do on the Views page depends on your role and permissions. Users can only create, edit, share, or view Views they have permission to access. Additionally, shared Views respect existing property permissions and do not grant access to properties or records a user would not otherwise be able to see.
How it works
Views help streamline day-to-day work by saving customized lists of work orders and inspections, making it easy to return to important information without recreating filters each time.
Create a new View
Open Views from the left sidebar.
Click Create view.
Enter a name for the View.
(Optional) Click Add a description and describe the View's purpose.
Under Dataset, select Work orders, Inspections, or both.
Under Properties, select the specific properties you want the View to include, or leave this field blank to include all properties assigned to your account.
Click Add filter to define your filter criteria. You can filter by category, subcategory, status, and more. Add as many filters as needed.
Under Sharing, choose:
Personal — only you can see this View.
Shared — visible to other users. Select the users you want to share it with.
Click Save.
📌 Note: Shared Views respect each user's existing permissions. Users can only see data for properties and records they have access to, even if the View includes additional properties.
Use a Saved View
Open Views from the left sidebar.
Click on a View name to open it.
Browse the work orders or inspections included in the View. The list functions the same as the standard Work Orders or Inspections page, allowing you to view, update, and manage records directly.
Use the columns selector to show or hide columns.
Use the export option to export the View data.
Update sharing on an existing View
Open the View.
Open the View menu and select Edit.
Under Sharing, change the option between Personal and Shared, or add and remove users.
Click Save.
Manage a View
After creating a View, you can update its settings as your needs change or delete it when it is no longer needed.
📌 Note: Only the View creator can edit or delete a View.
Edit a View
Open Views and click on the View you want to edit.
Open the View menu and select Edit.
Update the name, description, filters, properties, or sharing settings as needed.
Click Save.
Delete a View
Open Views and click on the View you want to delete.
Open the View menu and select Delete.
Confirm the deletion.
Common scenarios
Track open HVAC complaints: Create a View with the Work orders dataset, filter by Category: HVAC, Subcategories: "Too Hot" and "Too Cold", and Status: Open, In-Progress, On-Hold. Leave the Properties field empty to include all your assigned properties. Name it "Track Open HVAC Work Orders" so your team can access it any time.
Share a View with a property team: Create a View for a specific property's open inspections and set it to Shared. Add the relevant team members. Each user will see only the data they have access to based on their permissions.
Switch a View from shared to personal: Open the view, go to Edit, and change the sharing option to Personal. The view will no longer appear for other users.
FAQ
Can I share a View with users outside my organization?
No. Views can only be shared with users who already have access to Visitt in your organization.
Why can't a user see all the items in a View I shared with them?
Shared Views respect each user's access permissions. If a work order or property in the View is not available to that user, they will not see it.
Can I include both work orders and inspections in the same View?
Yes. When creating or editing a View, you can select both Work orders and Inspections as the dataset.
Who can delete a View?
Only the user who created the View can delete it.
Can I edit a View someone else shared with me?
No. You can browse and interact with a shared View, but only the creator can edit or delete it.
What happens if I leave the Properties filter empty?
The View will automatically include all properties assigned to you.
Can I duplicate an existing View?
No. Views cannot currently be duplicated. If you need a similar View, create a new View and configure the desired filters and settings manually.
Views can help streamline your day-to-day work by giving you quick access to the work orders and inspections that matter most, while reducing the need to recreate the same filters over and over.
For additional information about managing work orders, inspections, and user access, explore the related articles below. If you need further assistance, our Support Team is happy to help!