Custom Views in Planner

Custom Views in Planner allow you to save specific filters, layouts, and date ranges so you can quickly access the content that matters most to you. Instead of repeatedly applying the same filters, you can create personalized views tailored to your workflow.

In this Article

How to create a Custom View
Manage your Views
FAQs

Default View in Planner

All Posts
The All Posts view is the default view in the Planner. It shows all content in one place without applying any filters, making it easy to see everything at a glance.

This view is always available and cannot be edited or deleted. However, you can set All Posts as your default view from the three-dot menu next to the view name.

Note: The All Posts view cannot be edited or deleted; it can only be set as the default. All other views can be edited, deleted, or set as default.

Creating a Custom View

Custom Views allow you to create a personalized Planner setup by pre-selecting filters, view types, and date ranges.

Follow these steps to create a custom view:

Go to the Planner and click the + icon, or select Create new custom view from the views panel.

Enter a View Name to identify your custom view.

Choose a View Type (for example, List, Calendar, Grid, or Feed).

Select one or more Accounts if needed.

Apply relevant Filters, such as post status or content type.

Set a Sort Order (for example, Last Created).

Optionally, select a Specific Date Range.

Choose the Visibility (Only me or Everyone), and click Save.

Once saved, your custom view will appear alongside preset views and can be edited, deleted, or set as default at any time.

Manage your Views

You can manage your views easily to keep your Planner organized. Here’s how you can edit, delete, or set a view as default.

To Set a View as Default:

Click the three dots next to any view
Select Set as Default

To Edit a View:

Click the three dots next to the view name
Select Edit
Make the changes you want and click Save

To Delete a View:

Click the three dots next to the view name
Select Delete and confirm

Where You Can View Custom Views

You can view all custom views from the left side of the Planner by clicking the Planner (calendar) icon. This opens the custom views list, including the All Posts view and any custom views you have created.

Custom views can also be accessed from the view selector on the right side of the Planner, where you can switch between different view types and open any saved custom view.

Create custom views that fit your workflow and help you see your content exactly the way you want ⭐

FAQs

1. What happens if I apply filters directly in the Planner?

If you apply filters directly in the Planner (outside the Create Custom View panel), those filters will still be considered when you create a new view.

This means the new view will already include any filters that are currently applied in the Planner.

2. Can I change filters after creating a custom view?

Yes. You can edit a custom view at any time by clicking the three-dot menu next to the view name and updating the filters or settings.

3. Why can’t I edit or delete the All Posts view?

The All Posts view is the default system view. It cannot be edited or deleted, but it can be set as your default view.

4. Will deleting a view delete my posts?

No. Deleting a view does not delete any posts. It only removes the saved view configuration.

5. Can I set more than one default view?

No. You can only have one default view at a time. Setting a new default view will replace the previous one.

6. Who can see my custom views?

This depends on the visibility settings you choose while creating the view. You can keep a view private or share it with others, based on your permissions.