Saved views and the standard questions

The eight questions that are already answered, how to keep your own, and what reporting cannot do yet.

A report in sjTasks is not a separate thing you build. It is a filtered Tasks list with a name on it — the same filters, the same rows, the same pasteable link. That is the whole design, and it is why there is no second place where "overdue" could come to mean something different.

Two kinds: the questions we ship, and the ones you save.

The questions you already have

Every workspace has these from day one. You do not have to build the obvious view before the product is useful.

Question	What it lists
Past due	Open work whose date has been and gone
Due this week	What has to land before the week is out
Due next week	The week after this one, so you can see it coming
Finished last week	What actually landed, newest first
Unassigned open work	Nobody has picked these up yet
High and urgent	Everything open that someone said matters most
No due date	Open work with no date on it at all
Some Day backlog	The parking lot. Worth a read once a week

They live in the Frequently used card on your dashboard, each showing a live count of what it matches right now. Click one and you land on the Tasks table with those filters applied — at which point it is an ordinary list you can narrow further.

Finished last week is the one people reach for most. Add a name from the Assignee menu and you have "everything Joe did last week". There is a button on the Tasks page that does both in one press — see Finding things.

These eight are permanent. Saving views of your own never costs you them.

Saving your own

Filter the Tasks table until it is showing the question you keep asking.
Press Save this view and give it a name.
It appears on your dashboard, above the standard questions, with its own live count.

That is all a saved view is: a name plus the filters that were on screen. Opening one puts you back at that address, so it is still a link you can paste into an email.

If you have wandered away from a saved view's filters, the page says so and offers you two honest choices: point the view at what you are looking at now, or Save as a new view.

Keeping them tidy, on the dashboard

The Frequently used card has a Manage control. Press it and the cards become rows, each of your own views carrying every control it needs:

Control	What it does
Move up / Move down	The order they sit in
Rename
Take off the dashboard / Put on the dashboard	It stays saved either way
Share with the team / Make it private
Delete	The saved view goes; the tasks are untouched

Views you have taken off the dashboard stay visible while you are managing, marked Off your dashboard, so taking one off is never a one-way door. The eight standard questions have no controls: they are not yours to rename or delete.

Sharing shares the question, never the answers

Share with the team makes a view visible to everyone in the workspace. What they get is the question — the filters. The rows each person sees are still only the work they are allowed to see, so sharing a view can never widen anybody's access. That is worth saying plainly, because it is the thing people are right to worry about.

The Saved views page

The dashboard card holds what you want in front of you. All saved views, the link in that card's heading, is the full shelf:

Yours, pinned or not, in the order you arranged them.
Shared with the team — other people's shared views, which you can open and use.
Built in — the eight above, permanently.

Every control on that page is the same control as on the dashboard, so it does not matter which one you use.

A view that has outlived its filters

If a saved view names a project that has since been archived away, or a person who has left, it still opens and still says what it was asking for. The chip admits the problem in words — "In ACME — that project is no longer here" — and the list narrows to nothing rather than quietly returning the wrong rows.

What this cannot do yet

Being straight about this saves you looking for it:

A saved view cannot email itself. There is no schedule you can put on one. The nearest thing today is the daily and weekly summaries, which do arrive by email and do carry what is late — see Notifications and summaries.
No grouping and no totals on screen. You get rows and a count, not subtotals per person or per project. The weekly summary carries the per-person roll-up for admins.
No spreadsheet export.
No workload, stale-work, or estimate-against-actual view. Estimate against logged time sits on each task; it is not yet a list you can run across a project.

Everything on that list is on the way, and What is not built yet keeps the whole of it in one place.