Tip #23: Task Custom View in Zoho Projects

As part of our tips and tricks series on using Zoho Projects, we are back with a tip for this week on task custom view.

Perspective is everything! It’s all about what you see and the way you want it to be. We’ve rolled out our new feature that helps you tailor your view with defined conditions. Task custom view is an option with which you can create your own view and scrutinize it with various criteria. Custom views can be advantageous to sort what you see, making it easier to find the most relevant tasks.

For example, you own a construction company and a client demands you to finish the flooring process of his house as soon as possible. You will need to follow-up tasks that are relevant to flooring and finish it right away. You can create a custom view that displays the important tasks you need to follow-up. Learn more on how to create custom views.

To create a custom view for this scenario, you can set criteria based on task names related to flooring.

Additionally, with the AND operator you can add more criteria. This way, the tasks that meet all your criteria will come under the custom view.
You can also make use of OR operator to satisfy an either-or condition.

After setting criteria, you can edit the criteria pattern by rearranging brackets for certain conditions, change the operator from AND to OR or vice versa, swap criterion numbers in the same pattern and update changes. Make sure you properly close the open brackets.

You can even decide who can see your custom view by setting accessibility. Only the portal owner, admin, and manager can set the accessibility details.

You can also track your work progress with the task reports based on your custom view. Learn more on how to generate custom view based reports.

P.S: You can set up to a maximum of 20 criteria in a custom view. Custom views cannot be set in project templates.

Do let us know if you have any questions! Write a comment below or mail to us at support@zohoprojects.com.

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
Time Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep
Enhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped
Tip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable
Rename Task Module To Suit Your Project
Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelled
Project Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service