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Share a view

Share a custom view with people or teams so it appears in their sidebar under Shared with me.

Last updated Nov 10, 2026

core
Open in app
The view share dialog with the search box, People with access and General access.

Share a custom view so others see the same goals with the same filters. They get it read-only.

Who can do this: the view's creator. Org-wide views are shared with everyone already.

Share it #

  1. Open the view and click Share in the header.
  2. Type in Search people and teams and pick each person or team.
Success check
Each person or team is listed under People with access. The view appears in their sidebar under Shared with me.

Stop sharing #

  1. Open the view and click Share in the header.
  2. Next to the person or team, click Viewer.
  3. Choose Remove access.
Success check
The person or team is no longer listed under People with access.

Admins can also change General access to make the view org-wide. Saving a new Private view opens this dialog for you.

PreviousSave a viewSave your filters as a new private or org-wide view, or save them into a view you manage.
NextChange how a view lays out goalsSwitch a view between the Nested list, with sub-goals under their parents, and the Flat list of matching goals.
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Related

  • Save a view

    Save your filters as a new private or org-wide view, or save them into a view you manage.

  • Views: the complete guide

    Every rule for views in one place: filters, drafts, saving and sharing views, layouts, KPI cards, the AI summary, prompt recipes and dismissing versions.

  • Filter the goals in a view

    Filter a view by time period, team, owner, status, goal type or tag, then save the filters or reset them.

On this page
  • Share it
  • Stop sharing