Save views and build a watchlist

Create, rename, reorder, and set a default

1. Get the grid the way you want it. Filters, column filters, sorting, which columns are visible, and their order are all captured. Nothing else is.
2. Press the + at the left of the tab strip. Its tooltip is Save current view as new view. The dialog is titled Save as new view and explains itself: “Save reporting filters, columns, sorting, and column filters as a new view.”
3. Name it. Type into View name. The save button stays disabled while the field is empty. Tick Make Default View if this should be the tab that opens first.
4. Save. The new tab is created and selected.

The per-tab menu

Every saved tab has a chevron on its right edge. The menu holds Save as new view, Make my default (hidden when the tab already is your default), then Move to start, Move left, Move right, and Move to end. Tabs you own also offer Rename view, Share view, and Delete view. Shared tabs keep their owner, access level, and shared-save actions in the same menu.

One more item, Save view, appears at the top of that menu only when the tab is active and you have changed something since it was saved. The same condition puts a small dot on the chevron, so you can see unsaved work without opening the menu.

Reordering

Drag a tab sideways — it takes a few pixels of movement to start, so a plain click still selects the view — or use the four move commands in the menu. Owned and shared tabs use one personal order, including Read only tabs. The new order saves immediately. If the save fails the tabs snap back to where they were and a red banner explains why.

The default view

You get one default per dashboard. It carries a small bar on its left edge and announces itself to a screen reader as “Opens first.” Any saved tab you can open, including a Read only shared tab, can be your default without changing anyone else's landing view. It is what loads when you open the dashboard with a plain URL. An explicit ?systemView=, ?view=, ?watchlist=1, or column filters in the address all take priority over it — that is why a bookmarked link can appear to ignore your default.

Deleting

Delete view asks the browser to confirm with “Delete saved view "Gate Out / Gate In"?” and there is no undo. If you delete the tab you were on, the dashboard falls back to your default, or to the first remaining tab.

Share a view for coverage

Open the chevron menu on a saved tab you own and choose Share view. Search by a teammate's name or email, open their access settings, choose a permission, and optionally set an expiration date. Only active members of the current workspace appear in the list.

Read only

The teammate can open the live view or save a separate copy. They cannot change the shared tab.

Can edit

The teammate can update the view's filters, columns, and sorting. Those changes update the same view for its owner and every other recipient.

Owner

The owner controls access, expiration, and ownership transfer. Removing access makes the shared tab disappear for that teammate.

1. Choose one teammate at a time. Opening a second person's settings closes any unsaved permission draft for the first person. Cancel also discards the draft.
2. Save the access level. The footer count shows how many workspace members currently have access. An expired grant no longer opens the view.
3. Transfer ownership only when responsibility changes. The confirmation names the new owner. After transfer, that person controls sharing and you keep Can edit access.

Sharing the definition does not share navigation preferences. Each recipient can drag the tab anywhere in their own strip and choose Make my default. Filters, columns, sorting, and archived rows still belong to the shared view itself.

Add containers to My Watchlist

The watchlist is a private marker on a shipment, kept per person per workspace. Adding a container does not start tracking it, does not change anything for your colleagues, and does not alter the shipment record. It only decides whether the row appears on your homepage watchlist and, where the dashboard is available, its My Watchlist tab.

From a shipment page

On a delivery-order shipment page, use the Watchlist segment in the header's quick-actions toolbar, beside Mark Hot and Check tracking now. It shows a spinner while Conterminal checks or updates your private state, then settles on Watchlist or Watching. Select it again to remove the container. A failed update rolls the control back and displays Could not update watchlist. Managed-tracking-only records keep the same toggle in the shared header toolbar.

From Operations Home

The homepage paints six saved containers first. If you have more,Show more reveals the next group after it has loaded in the background. Use + Add more to watchlist in the footer to paste container numbers, or remove a saved row with its row action. The homepage is available in carrier, forwarder, Importer, and warehouse workspaces; the full dashboard link is intentionally absent for an Importer workspace.

From the dashboard grid

1. Tick the checkboxes on the rows you want. The footer shows the view name and something like 12 selected.
2. Press Save 12 to My Watchlist. It becomes Saving… while it runs.
3. On the My Watchlist tab the same button reads Remove 12 from My Watchlist, and removed rows disappear from the grid as they go.

When the selection contains an eligible active row, the footer also shows Mark Hot. This is a shared shipment priority, not a personal marker: forwarder teammates see it too, including on managed-tracking-only rows. The same bar includes Copy container numbers, which copies the selected numbers as a comma-separated list without leaving the dashboard, and Export selected (N), which downloads only the selected rows. Clear the selection before exporting when you want the full current view.

The button counts only rows that would actually change. If every row you selected is already saved, it reads Selected already in My Watchlist and is disabled. It is also disabled until the dashboard has finished loading the full dataset — the same gate that holds back Export CSV, select-all, and column filters.

Notes on watchlist rows

The comment bubble beside each container opens the same shared shipment thread as the Container Dashboard. Hover a blank bubble to see Add a note; click either the bubble or that prompt to open and focus the composer in one step. Rows with notes show the count and preview recent notes on hover. This compact surface is labeled Notes; one click on its bubble closes the composer. The shipment detail page labels the same threadComments.

Archive and restore containers

Archive belongs to the active dashboard view. It does not change the shipment lifecycle, stop tracking, or affect any other view. In an owned or editable saved view, Archive and Restore update that live view for everyone who can access it. System Views and My Watchlist keep personal archive state. A read-only member may turn on Show archived but cannot archive or restore, and an unsaved custom state must be saved before Archive is available.

1. On the desktop dashboard, select active rows and press Archive. A mixed selection of active and archived rows cannot be changed together.
2. The confirmation names the active view. Two optional boxes start checked: Remove these containers from My Watchlist and Cancel my queued alerts. Those options affect only you; archive itself changes only the active view. Uncheck either box to leave that personal marker in place.
3. Open Report settings and turn on Show archived. Archived rows carry an Archived badge; select only archived rows and press Restore to show them normally again.

Canceling alerts only catches work that has not reached the email provider. An alert already in flight may still arrive, and future alerts continue while the container remains on your watchlist. Restoring never adds a container back to My Watchlist or requeues an alert. On My Watchlist, Show archived also reveals archived rows you chose to remove from the watchlist, so you can restore them; an unwatched row leaves that tab again after restore. The mobile dashboard can show archived rows and their badge, but Archive and Restore are desktop actions.

Bulk-add by pasting container numbers

Switch to My Watchlist and press Add containers to My Watchlist at the bottom right. The button exists only on that tab. The dialog is titled Add Containers To My Watchlist and says “Paste up to 50 container numbers into the first column. Matching rows fill in automatically and are selected when they can be added.”

1. Paste into the first cell. It is the row marked Paste containers here. Values split on spaces, line breaks, commas, semicolons, and pipes, so a column copied out of a spreadsheet works as-is.
2. Wait a moment. A quarter-second after you stop typing, the dialog checks the numbers against your workspace. Validating... appears next to the counters while it works.
3. Read the counters. They show 12 valid, then 9 matched and 3 unavailable once the check returns. Valid means the text looks like a container number; matched means Conterminal found that container in your workspace.
4. Review what filled in. Matched rows show Lifecycle, Last Status, B/L, SSL, SSL ETA, Arrival Terminal, and Contents, and are ticked for you. The SSL ETA is the last vessel ETA LongShorty read from the steamship line, or the ETA on the record if there is none.
5. Add them. The button reads Add 9 To Watchlist and turns into Saving selected. On success the dialog closes, the dashboard switches to My Watchlist, and the grid reloads.

What counts as a container number

Each value is uppercased and stripped of everything that is not a letter or a digit, then it must come out as four letters followed by seven digits. Spaces, dashes, and stray punctuation are therefore harmless. There is no check-digit test, so a mistyped last digit passes this stage and simply fails to match anything.

Rows you cannot select

Greyed rows with a disabled checkbox are rows that cannot be added. Two of them tell you why on hover: Duplicate container number and Already in watchlist. View archive state does not block watchlist membership. A container that matches a record you no longer actively track is otherwise still addable — the dialog treats a current match and a previous one the same way.

Keyboard

Enter or ↓ / ↑

Move to the next or previous container cell.

Ctrl+A or ⌘A

Select every filled row for editing (they turn blue). Backspace or Delete then clears them all.

Space

Toggle the checkbox on the focused row, when that row can be added.

Set the workspace history window

The dashboard does not hold your whole history. It holds every open shipment plus returned ones from a rolling window, and that window is a workspace-wide setting rather than a personal one. The current setting is always visible in the toolbar as a button like Dashboard history · 120d · 4,812 — the window, then the number of rows in it.

Opening that button gives you Local dashboard history and the exact coverage rule: “Includes all open shipments, plus returned shipments from the selected 120-day window.” Below it sits Change history window in Settings.

1. Open Settings and find Reporting defaults.
2. Set History Window to Platform default (120 days), 120 days, 12 months, or 36 months — 120, 365, and 1,095 days respectively.
3. Press Save Reporting Default. It applies to everyone in the workspace immediately.

The window also caps your date filters. Pick a preset longer than the window and the chip reads Last 120 days, and the date picker's footer states “Live dashboard covers the last 120 days.” When a view returns nothing, the empty state is explicit about the cause: “The selected filters returned no rows in this local history window. A larger window may include older shipments,” with a Change history window shortcut. Widening is not free — a large workspace on a 36-month window can exceed the 10,000-row dashboard budget, which is why the settings panel warns about it.

The real limits

These are the caps enforced in the product, not rules of thumb. The server re-checks each one, so working around the interface does not get you past them.

Where saved views and watchlist surfaces differ

On a phone or a narrow window the dashboard swaps the tab strip for a single View dropdown. You can switch between system views, My Watchlist, and your saved views, and you can export CSV — but creating, renaming, reordering, deleting, and setting a default are all desktop-only, and so are row selection, saving to the watchlist, removing from it, and the paste dialog. Build your views at a desk and use them everywhere. See using Conterminal on a phone for what else changes.

Troubleshooting