Create a Saved Plane View for a Recurring Review
A Plane View saves filters, layout and display preferences over existing work items. Create one for a recurring decision rather than copying work into another project.
Project Views are enabled by default. Use an account allowed to create a view; private views require Pro and only their owner can change private access. Self-hosted entitlements may differ by edition.
Example: create Offline mode bugs with Label = Bug and Module = Offline mode so the weekly quality review sees current matching work.
Step-by-step guide
Open the project’s Views section
Select Views inside the intended project and click Add view. Give it a name describing the review question and a description explaining what the team should do with matches.
Choose layout and access
Select List or Board according to the meeting. Public here means visible to authorized project members; choose Private only when the plan and intended audience support it.
Apply and save the criteria
Set Label to Bug and Module to the actual feature module. Review the matching set and click Create View so the filter definition is retained.
Verify persistence and later edits
Reopen the saved view. Adjust useful display fields if needed, then use Update View to save later changes; unsaved filter changes are discarded when you leave.
Common mistakes
Treating a public view as internet publishing
A normal public project view is for project members. Publishing a view to the web is a separate Pro action.
Sources and verification
Based on product documentation checked on 2026-11-04. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.