Project Custom View | Online Help | Zoho BugTracker

Project Custom View

In addition to the predefined views, users can now create their own custom views for projects. Users can customize projects list view based on specific criteria by applying filters. These custom views can be marked favorite by clicking the   icon.


Benefits:

  1. Use filters to create a view
  2. Land on the same view with every login
  3. Mark a view as favorite
  4. View can be shared with select users, all users, or set for personal use

Create Custom View

  1. Click Projects in the left navigation panel.
  2. Click on the project view drop-down.
  3. Select + Create Custom View.
  4. Select the criteria for your view.
  5. Click    to add a criteria and click to add a group.
    1. Click   to delete the criteria.
    2. Click   to delete the group.
  6. Operators can be used individually or in combination in order to set multiple criteria. There are two types of operators:
    1. AND is used when it is mandatory to satisfy all the criteria.
    2. OR is used to satisfy an either-or condition.
  7. Enter the Custom View Name.
  8. Enter the Description and enable the custom view column if necessary.
  9. Select the Accessibility  and click  Save.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Project Dashboard

                                                                                                        Dashboard in a project shows important progress indicators, graphs, statistics, and other key performance indicators to quickly understand where the project stands. Benefits: View summary of work items in the project Check progress of your project ...
                                                                                                      • Project Custom View - 7.0

                                                                                                        In addition to the predefined views, users now create their own custom views for projects. Users can customize projects list view based on specific criteria by applying filters. These custom views can be marked favorite by clicking the icon. Feature ...
                                                                                                      • Project Reports

                                                                                                        Project Reports display project count against various parameters. Users can create custom project reports by comparing two criteria. Custom and default fields in projects can be used to generate reports. Availability: Latest user-based Enterprise ...
                                                                                                      • Project Groups

                                                                                                        You can group projects based on criteria, requirements, clients, users and various other project needs. By grouping projects, you can segregate multiple projects and efficiently manage your project groups. For instance, if you’re working in a company ...
                                                                                                      • Project Automation

                                                                                                        Project Automation allows the user to automate routine tasks, and applies rules for repetitive functions. With Workflow Rules, you can define conditions and actions to automatically trigger specific actions based on predefined criteria. This helps in ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources