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RedTeam Flex - New Plans & Specs: How to Create Custom View

Creating Custom Views

You can save personalized views of your Plans or Specifications tabs:

  1. Adjust filters, grouping, or columns

  2. Click “Save Current View As”

  3. Enter a name and optional description

  4. (Optional) Set as your default view

Managing and Sharing Views

  • Access saved views from the View dropdown

Use the ellipsis menu to:

  • Rename

  • Update

  • Share with team members

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