![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCT1dSekFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--7b1ce6283c5617c964ce75491e0b98fed917c78c/Demo+Calls+-281-29.gif?cw_image_width=1152px)

1. Within the table, click on the "+" sign above the search bar.

2. From the drop-down menu, select **desirable view type**.

3. A box will appear to enter a name for the view—choose a descriptive name that reflects its content.

4. Select **who can edit**:

   * **Collaborative** for team access and editing.

   * **Personal** for individual use.

     ***note: charts & survey views doesn't have personal option as they are collaborative based.***

5. Click **"Add"** to save the new view.

For **collaborative views**, it's best to define **permissions** to align with project needs and team roles.