Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Save a list and share it

Turn the filters you set on a table into a list you, or your whole team, can reopen.

Any time you filter a table, Bricks shows a Save as a new list button above it. Save it once and you won't need to rebuild the filters again.

Steps

  1. Open a table (for example, Service Requests or Costs).
  2. Set it up the way you want: apply Filters, pick Columns, sort, or search.
  3. Click Save as a new list above the table.
  4. Enter a Name (required).
  5. Add a Description (optional). It shows under the name in the Lists panel, so it helps others know what the list is for.
  6. Choose a Visibility Level (Customer Organization Admins only):
    • Personal: only you can access this list.
    • Shared: other users in your organization can use this list (read-only).
    If you're not an Organization Admin, you won't see this option and your list is saved as Personal.
  7. Click Save List.

Your list now appears in the Lists panel. Click the heart to add it to your favorites.

Good to know: Shared lists are read-only for other people. They can open and use them, but they can't change your filters. If they need a variation, they can save their own copy.

Tip: Shared lists are a good way to give your whole team the same view of the work, for example Open requests at my site or Waiting on parts. Build it once as an admin, share it, and have everyone favorite it.

Related articles

  • Find and use lists
  • Show a Saved List in your Work view
  • Filter, sort, and save views in any table

Need help? Message the Bricks team from the chat bubble in the bottom-right of any screen, or contact Nicole Tavizón at nicole.tavizon@withbricks.com.