Create a personalized view

About views

Views make it quick and easy to see list information in a variety of ways. Besides using views in lists (such as Announcements, Contacts, and so on), you can use them in document libraries and discussion boards. 

When you create a view, a hyperlink that displays the view is added to the view bar on the page that displays the list. An indicator marks the active view, as shown:

You can create as many views as you want for any list, document library, or discussion board. When you create a view, all the members of your team can use it. 

You can create custom views to do one or a combination of the following:

• Filter by a set of criteria

• Sort in a particular order

• Hide or show columns 

For example, rather than applying the same filter every time you go to a particular list, you can create a view that stores the filter. Then, to see the filtered information, you click the hyperlink that displays the view you created. You can even make your new view the default view, so that when team members go to the page that displays a list, they automatically see the filtered information.

To make it easy for team members to see information that applies only to them, create a personalized view of a list, document library, or discussion board.

1. On the page that displays the list, document library, or discussion board, click Modify settings and columns.

   Under Views, edit an existing view or create a new one:

   • To edit an existing view, click its name in the View (click to edit) column.

   • To create a new view, click Create a new view, then in the Name section, type a name for the view. If you want the new view to be the default view, select the Make this the default view check box.

2. In the Filter section, click Show items only when the following is true.

3. Complete the Show the items when column statement. For example, to display to each team member only those items that he or she created, the statement would read, "Show the items when column Created By is equal to [Me]."

   How?

   1. In the list of column titles, click the column you want to use to filter the list (for example, Created By, Modified By).

      Note   You must select a column that stores user names.

   2. In the list of phrases, click a phrase that expresses a comparison you want to make (for example, is equal to, is not equal to, is greater than or equal to).

   3. In the blank text box, type [Me].

4. At the bottom of the page, click OK.