Saved views for your work queue
Filter, sort, and group your Action Queue, and use saved views across the app.
Organizing your queue
Today's Action Queue gives you fast controls to shape what you see:
- Search Actions by title.
- Filter by type and priority.
- Sort by due date or priority (Proposed AI suggestions always surface first).
- Group by account to see your work clustered by customer.
Saved views everywhere else
Across the rest of the app — the Accounts list, Timeline, reports — Velsano uses one consolidated saved-view model. You get a scope bar (My Portfolio / My Team / All Accounts) plus custom filtered views you name, save, and pin. Views are stored server-side, so they follow you across devices, and the behavior is consistent across surfaces.
Tip
Pin the two or three views you live in. If you manage a team, the My Team scope shows your reports' work alongside your own.
Related: *Setting up your portfolio view* · *Today: your AI-prioritized home*