Personal views help you organise and analyse your data in a way that matches your own workflow. They allow you to choose which columns and filters are shown, without making the view visible to colleagues unless you decide to share it. You might use personal views when you want a private overview of specific data or tasks. By following this guide, you will understand how personal views work and how to manage their visibility.
Table of Contents
What Does This Feature Do?
Why Or When Should You Use It?
How Do Personal Views Work?
Sharing A Personal View
Where Is This Feature Displayed?
What Does This Feature Do?
Views in Tribe show structured lists of data, such as customers, activities, or work orders. You can customise each view by selecting which columns appear and which filters are applied.
By default, new views are visible to all users. With personal views, you can mark a view as private so only you can see it unless you choose to share it.
Why Or When Should You Use It?
You might use personal views when you need a focused overview that matches your own tasks or responsibilities. This is helpful when tracking specific data that is not relevant to the rest of your team.
Personal views also help keep shared view lists tidy, making it easier for everyone to find what they need.
How Do Personal Views Work?
When you create a new view, it is available to all users by default. You can change this by marking the view as private.
A private view:
Is only visible to you
Does not appear in your colleagues’ view lists
Helps you maintain a clear and organised overview
Note: Private views continue to update with live data and behave the same way as shared views.
Sharing A Personal View
You can share a personal view with specific colleagues or with an entire team.
When shared:
The selected colleagues or team members gain direct access to the view
The view becomes visible in their view list
Everyone sees the same filters and columns
This supports collaboration while allowing you to control what you share.
Where Is This Feature Displayed?
Views appear within the relevant sections of Tribe, such as customer lists or activity overviews.
Shared views appear in the view lists of the colleagues or teams you select. Personal views remain visible only in your own list.
Quick Summary
Personal views let you keep customised data overviews private while using all standard view features. You can share these views with colleagues or teams when collaboration is needed. This helps you stay organised and focused while controlling what others can see.