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# Can You Have Multiple Views & Display for Tasks

Create separate saved views for Tasks, apply filters, group by any field, and sort your way.

## Overview
Yes — Breakcold's Tasks section fully supports multiple saved views, each with its own filters, grouping, and sort settings. You can create a view for your LinkedIn conversations, another for company follow-ups, another for overdue items — and switch between them instantly.
* Create unlimited named views, each with its own filter set
* Add an emoji to any view name to find it at a glance
* Group tasks by Assignee, Due date, Record, Resource type, and more
* Sort by Due date, Creation date, Assignee, or Updated date
* Toggle completed tasks on or off per view
![](https://storage.crisp.chat/users/helpdesk/website/-/c/f/1/8/cf18dcba819a5000/image_1vu1x9n.png)

The default "All Tasks" view shows all tasks across your CRM grouped by status.
## Step 1 — Create a New View
Click the **+** icon next to the view tabs at the top of the Tasks page to open the **Create view** dialog.
1. In the Tasks section, click the **+** button next to the existing view tabs (e.g. next to "All Tasks").
2. A dialog appears: *"Create a saved view for this page."* Type a name for your view in the **View name** field.
3. Click **Create view** to save it. The new view tab appears immediately alongside "All Tasks".
Name your view — e.g. "Conversations", "LinkedIn Follow-ups", "My Tasks".
| Tip — You can also duplicate an existing view by right-clicking its tab, which copies all its current filters as a starting point for the new view.
## Step 2 — Add an Emoji to Your View Name
When naming or renaming a view, you can add an emoji at the start to make it easier to spot in the tab bar.
1. While in the **Create view** dialog (or when renaming), click the emoji icon to the left of the name field to open the emoji picker.
2. Select any emoji — it will be prepended to your view name (e.g. `📋 All Tasks`).
3. Click **Create view** to confirm.
An emoji prefix makes your views immediately recognisable in the tab bar.
## Step 3 — Filter Your View
Each saved view has its own independent filter set. Click **Filter** to define exactly which tasks this view should show.
1. With your view selected, click the **Filter** button at the top left of the task list.
2. Choose a filter condition. Available fields include:
* **Task fields:** Assigned to, Created by, Due date, Company
* **Linked Person fields:** Name, Job Title, Email, LinkedIn, Phone, City, Owner
* **Linked Deal fields:** Title, Company, linked records, and more
* **Resource type:** People, Deals, Website, etc.
3. Stack multiple conditions to narrow the view further, then click **Save** to persist filters to this view.
![](https://storage.crisp.chat/users/helpdesk/website/-/c/f/1/8/cf18dcba819a5000/image_nt43g9.png)

Filter by task fields, linked person/company/deal properties, or resource type — combinations are saved per view.
| Note — Filters are stored per view. Switching tabs automatically applies that view's filters — no manual reconfiguration needed.
## Step 4 — Configure Display Options (Group & Sort)
Click the **Sorted by** button at the top right to open the display panel, where you control grouping, sort order, and visibility of completed tasks.
3. Click the **Sorted by [field]** label at the top right of the task list.
4. Toggle **Show completed tasks** to control whether this view includes completed tasks.
5. Under **Group by**, choose how tasks are clustered:
* **No grouping** — flat list
* **Assignee** — group by team member
* **Due date** — group by date
* **Record** — group by linked contact or company
* **Creation date** — group by when the task was created
* **Resource type** — group by People, Deals, etc.
4. Under **Sort by**, pick the ordering field: Due date, Assignee, Creation date, or Updated date. Then choose **Ascending** or **Descending**.
Group by, sort by, and completed task visibility are all configurable per view.
![](https://storage.crisp.chat/users/helpdesk/website/-/c/f/1/8/cf18dcba819a5000/image_1auui3y.png)

Example: grouping by Creation date splits your tasks into monthly sections automatically.
## Step 5 — Switch Between Views
All saved views appear as tabs at the top of the Tasks page. Click any tab to switch instantly — filters, grouping, and sort settings all load for that view automatically.
Click any view tab to switch context — each view remembers its own filters and display settings.
![](https://storage.crisp.chat/users/helpdesk/website/-/c/f/1/8/cf18dcba819a5000/image_16efb2d.png)

| Tip — Create a "My Tasks" view filtered by Assigned to → Me so you always have a personal task list separate from the team-wide "All Tasks" view.
## Frequently Asked Questions
**How many views can I create?**
There is no limit. Create as many named views as you need — one per project, channel, team member, or workflow stage.
**Are views shared with my team?**
Yes. Saved views are visible to all workspace members. Anyone can use or build on a view you've created.
**Can I rename or delete a view?**
Yes — right-click any view tab to rename, duplicate, or delete it. The default "All Tasks" view cannot be deleted.
**Does changing filters in one view affect other views?**
No. Each view's filters are independent. Editing the filter in one view has no effect on any other view.
**Can I hide completed tasks in all views at once?**
No — the **Show completed tasks** toggle is per view. You need to disable it individually in each view where you want completed tasks hidden.