Organize your Meetings with Views

Thanks to Claap, you can organize your meetings with powerful views and filters designed to keep navigation clean, scalable, and easy to manage.

From the Meetings menu, you can create, manage, and segment your meeting views to structure your workflow exactly the way you want.

The dedicated Views Library gives you a centralized place to browse, organize, and create views more intentionally, making it easier to discover existing reports, reduce duplicate views, and keep shared workspaces organized.

Inside the Views Library, views are automatically organized into 3 sections:

These are the official default views provided by Claap (for example: Recent Contacts, Open Deals, etc.).

These views are always available to everyone in the workspace and serve as reliable starting points for reporting.

This section contains all the views you personally created, whether private or shared.

This section displays views shared by other workspace members.

Shared views can be accessed and edited collaboratively by all workspace members.

Every new view starts as Private by default unless you explicitly decide to share it.

When creating a new view, you can choose:

This gives users a safer workspace for testing filters, workflows, and layouts before deciding to publish them to the rest of the team.

When clicking Create new view, you’ll now have 3 creation options:

Start from scratch with a clean report.

The table initially displays only the default primary column depending on the object:

Duplicate the current structure of an existing report.

This copies:

while resetting filters and sorting rules.

This is especially useful when creating variations of an existing workflow without modifying the original.

Generate a view directly from an AI Playbook configuration.

These views automatically inherit:

Unlike other creation flows, Playbook-generated views default to Shared visibility, making collaboration easier for teams working on standardized processes.

Official Claap views are protected from accidental edits :

Instead, when modifying a locked view:

This creates a new personal or shared version without impacting the original system view.

The result is a safer reporting environment with more consistency across teams.

You can manage their own views directly from report settings.

Depending on permissions and view type, available actions include:

Locked system views intentionally hide unsupported actions to avoid confusion.

Tabs are now fully customizable at the user level.

You can:

This means every user can build a navigation experience adapted to their own workflow.

For example:

Importantly: tab ordering is personal and does not affect other users.

If one teammate reorganizes their tabs, everyone else keeps their own setup unchanged.

Shared views are designed to improve collaboration while avoiding governance issues.

For shared views:

This helps teams collaborate transparently while keeping ownership visible.

To keep workspaces organized and scalable, limits apply to views:

These limits are shared across:

Once the limit is reached, creating additional views will be disabled until unused views are deleted.