Issue Custom Views | Online Help | Zoho Projects

Create Custom View

Custom views display issues that match specific criteria defined by you. A custom view can set for your own use, for all users, or for a specific set of users.

Benefits

  1. View issues that are most relevant
  2. Use multiple criteria to create custom views
  3. Create custom views for self or for other users
  4. Set a view as favorite
Feature Availability: Express, Premium, and Enterprise plans.

Create Custom View

  1. Navigate to a project from the Recent Projects section or the Projects tab and select a project.
  2. Click on the Issues tab in the top band.
  3. Use the view drop-down.

  4. Click + Create Custom View.
  5. Select the criteria to create the custom view.

  6. Add additional criteria by hovering over a criteria and clicking . Add criteria in groups by clicking .
  7. Enter Custom View Name.
  8. Add a description if needed.
  9. Select accessibility criteria under Accessibility. Accessibility can be set for self, all users, or for specific users by selecting the relevant option.
  10. Click Save to save the custom view.
  11. The custom view can be accessed from the view drop-down under Custom Views section.

Kanban Custom View

Custom views can also be created from the Kanban boards.
  1. Navigate to a project from the Recent Projects section or the Projects tab and select a project.
  2. Click on the Issues tab in the top band.
  3. Select Kanban view.
  4. Select the view drop-down and click Create Custom View.


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