# How To Use Saved Views On Scheduling

## Objective

Save and reuse a set of Scheduling planner filters and display settings so you can return to a useful schedule view without setting it up again.

## Environment

- You have access to **Scheduling** and an existing schedule.

## Resolution

1. Open **Workforce Operations** → **Scheduling**, then select the schedule you want to view.
2. Set up the view you want to save. Choose **Day**, **Week**, or **Month**, select a **View by** grouping, set the planner timezone, and choose any **Sites**, **Teams**, **Channels**, **Queues**, **Skills**, or **Agents** filters you need.
3. Open **Filters**. In the **Saved Views** section at the top of the panel, select **Save current**, enter a name, and select **Save**. The new view appears in the saved list. Saved views are stored in your user profile for your own use.
4. To apply a saved view, open **Filters** and select its name under **Saved Views**. The planner applies its saved filters, grouping, view mode, and timezone. Then choose the schedule dates you want to inspect; saved views do not store a fixed date range.
5. To change a saved view, apply it and adjust the planner settings. Reopen **Filters** and select **Update** to replace its saved settings, **Save as new** to keep both versions, or **Revert** to restore the saved settings.
6. Select the three-dot menu beside a saved view to **Rename**, **Duplicate**, **Make default**, or **Delete** it. A default saved view is applied when you open Scheduling. To remove that preference, open the same menu and select **Clear default**.
7. Select **Default view** in the saved views list to clear all filters and reset **View by** to **Agents**. This built-in view keeps the current view mode and timezone.

For an overview of the planner's controls, see [How To Review An Existing Schedule](/help/articles/review-an-existing-schedule/).

> Canonical page: https://zenops.cx/help/articles/use-saved-views-on-scheduling/
> Audience: For planners and managers
> Summary: Save, apply, and update personal filter and display settings in the Scheduling planner.

## Notes on this article

### Note: Saved views change the display only

After step 5 in resolution. Updating a saved view changes its filters and display settings. It does not change shifts, activities, or the schedule version.

## Visual references

- The Saved Views section appears at the top of Filters. Save the current planner settings or select a saved view to apply it.: [Scheduling planner Filters panel showing Saved Views, a Scheduled Agents view, Save current, and the Sites, Teams, Channels, Queues, Skills, and Agents filters.](https://zenops.cx/help/assets/schedule-saved-views.png)