Customizing your workspace
Shape list pages with saved views, add custom fields to records, and organize requests with categories.
- Who can use this
- Any member can create personal saved views
- Owners and admins manage custom fields; MFA and a recent sign-in are required
On this page
Explore overview diagram
Overview diagram
Customizing your workspace
Overview diagram. The text on this page has the exact steps and permissions.
Two kinds of customization
Saved views change what you see on a list page, just for you. Custom fields and request categories change what records capture for everyone in the workspace.
Save a view
Saved views work on Requests, Projects, Tasks, Invoices, Clients, and External Inbox.
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1
Open a list page and set up the filters you want.
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2
Save the current filters as a named view.
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3
Pin views you use often, and set one as your default for that page.
Example
A "Northstar this week" view
On Tasks, filter to the Northstar Health Labs client and tasks due this week, then save it as "Northstar this week". Set it as your default, and Tasks opens straight to that list every morning.
Custom fields
Owners and admins add custom fields from Organization admin → Custom fields.
- Add fields to clients, projects, requests, tasks, or invoices.
- Field types: text, long text, select, multi-select, date, checkbox, currency, number, and URL.
- Each field can have help text, a default value, a display order, and can be marked required.
- Removing a field archives it. Values already stored on records are kept.
Request categories
Categories group requests, and you can filter the Requests page by category. Each category can store a description, a default urgency, a checklist template, and a suggested assignee. For example, a "Production incident" category could default to high urgency and suggest your on-call engineer. Workspace presets may provide some starting categories.
FAQ
Can my teammates see my saved views?
No. Saved views are personal. Views that come with a workspace preset are shared, and you can use them but not delete them.
What happens to data when I remove a custom field?
The field is archived, not deleted. Values already stored on records are kept.
Who can add custom fields?
Owners and admins. Changing custom fields also needs MFA and a recent sign-in.