You can customize how traveller lists are displayed in yours journeys by creating and managing your own views in each journey. This allows you to tailor the layout, filters, and columns to fit your workflow
Default View
In your journey traveller list if no custom views exist, a Default view is automatically created.
The Default view behaves like any other view:
It can be renamed
It can be modified
It can be deleted (as long as another view exists)
It can be exported to csv
Creating a View
To create a new view:
Click on the Default view dropdown
Select Create view
Give it a name
Access (View & edit)
Collaborative (Anyone in workspace) - Share the view with your team. Everyone in the workspace can view and edit it.Personal (Only you)- keep it private only for you.
Hit "Create new" button
You can then configure:
Columns
Filters
Sorting
Managing Views
Each view has a three-dot menu (⋮) with the following options:
View setting – Change the name of the view and access control.
Duplicate – Create a copy of the view
Add / Remove from favourites – Mark important views for quick access
Delete – Remove the view
Reordering Views
You can drag and drop views to reorder them in the list.
Editing a View
When making changes to a view (such as filters, columns, or sorting), Journeys will prompt you to:
Save changes to the current view
Create a new view with the changes
Discard changes
Changes that trigger this prompt:
Adding or removing a filter
Adding or removing a column
Applying sorting to a column
Sharing & Access
When saving or editing a view, you can control who has access to it:
Collaborative (Anyone in workspace)
Share the view with your team. Everyone in the workspace can view and edit it.Personal (Only you)
Keep the view private for your own use.
👉 Use this setting to share your custom-made views with others or keep them private depending on your needs.
Discarding Changes
If you choose to discard changes, the view will revert to the last saved version.
Deleting Views
You cannot delete the last remaining view
If you try, the delete option will be disabled and a tooltip will appear:
"You must keep at least one view. Create an additional view to delete this one."
Tips
Use favourites to quickly access your most-used views
Create different views for different workflows (e.g. hiring, onboarding, approvals)
Save time by avoiding repeated filtering and column setup
This feature helps you work more efficiently by keeping your preferred list setup saved and ready to use.