When custom filters, views and groupings are created, they can be set as public, meaning that other users can utilize those filters, views and groupings. In order to take advantage of those, the filter, view or grouping must be "linked" to the user. For example, let's say Michael Scott creates a filter that only displays incomplete tasks that belong to users that report to him and Bruce Dickinson wants the same filter. He can either create a new filter just like the one the Michael created, or, better yet, he can just link Michael's public filter to his profile. This is done through the user's Interface Preferences.
2. Select the type of list from the Object Type drop-down. This will correlate with the lists where you want the filter, view or grouping to show up and the type of filter, view or grouping they are. For example, clicking on Project in the Object Type drop-down will display only Project-type filters, views and groupings for me to link to my profile.
3. Next, you will see the page expand to include an area for each of Filters, Views and Groupings.
4. To add a filter, view or grouping, click the Add icon (
) and use the inline search to locate the corresponding filter, view or grouping that you wish to add. If the one you want is not in the resulting list, make sure it is public and that you have access to view it.
). Notice that you cannot remove the Read Only List Controls. These can be changed by the Administrator, but not by individual users.