Build Custom Views

Custom views are saved filters for recurring questions.

Good View Candidates

• Active projects.
• People without a recent follow-up.
• Drafts ready for review.
• Notes changed this week.
• Events in a date range.

View Definition

Saved views live as files in the vault. They describe filters, sorting, and visible columns using structured data.

Filters

Custom views can use nested conditions, similar to Notion or Airtable filter groups. Combine all and any logic when a view needs to answer a more precise question than a single field filter can express.

Date filters support dynamic natural-language values such as today, yesterday, or one week ago. Use these for views that should keep moving over time, such as recent work, stale follow-ups, or upcoming events.

Design The Question First

Before creating a view, write the question it answers. A good view is not "all fields with all filters"; it is a focused lens.