If you don't want to add filters to a new view from scratch, you can leverage an existing view by copying its filter set to a new view. After you create the new view, you can edit the copied filters as needed.

NOTE: You can also leverage an existing view by saving its filter set as a new view.

Copying filters to a new view

To copy filters to a new view, you start by creating the new view.

1. On the Roadmap navbar, click the + View button.

2. In the New View dialog, enter a name for the new view (Title).
3. In the Copy filters from dropdown, select the view whose filters you want to copy.
Select a Visualization Type for the view. You can skip this step and add the visualization later.
5. Click Create.

To continue creating the new view, go to Create a new view in this collection and Filter items in Creating and Working with Items and Milestones.

Who can copy filters to a new view?

The permissions to copy a view's filters to a new view and to create a new view from scratch are the same. You must be the roadmap Owner or the roadmap has been shared with you as an Editor. If you share the roadmap as a Viewer, you can't add any new views to it no matter how.

To find out more about roadmap sharing and permissions, go to Sharing and collaboration in the Quick Guide and Share your roadmap in the Getting Started tutorial.

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