we use the 'need information' tool as part of our process.  So when a client brings info in, we open the client, click on the red exclamation point and note that the info is "In House'.  For years, we have been able to click on the red exclamation point  column heading, and it brings all of the returns to the top of the homebase  view...and we save that view as 'Form 1040 In House'.  and then at any point, we can click on that view and know what returns are in house to be completed.  Evidently, I am too stupid to figure out how to do that now, because when i click on the red exclamation point, i can finally get those returns to the top of the list, but CAN NEVER save that as a custom view.