Custom views display issues that match specific criteria that you defined. A custom view can be set for your own use, for all users, or for a specific set of users.
Benefits
- View the most relevant issues
- Use multiple criteria to create custom views
- Create custom views for yourself or for other users
- Set a view as favorite
Create Custom View
- Navigate to a project from the Recent Projects section or the Projects tab and select a project.
- Click the Issues tab in the top band. Open the List or Kanban view.
- Click + Create Custom View from the View drop-down.
- Select the criteria to create the custom view.
- Add additional criteria by hovering over a criteria and clicking
.
- Enter Custom View Name.
- Add a description, if needed.
- Select Share Custom View for all users or specific users by selecting the relevant option.
- Select accessibility criteria under Accessibility. Accessibility can be set for displaying custom view under global Issues and to display the view in other projects.
- Click Save.
- The custom view can be accessed from the View drop-down under the Custom Views section.
Save Custom View
Save the filter selection for a new custom view. Custom view can be saved for your own use, for selected users, or for all users.
To save a custom view, select filter options to establish a criteria.
- Click
, choose the required filter options and click Find. Issues matching the filter criteria will be displayed.
- Click Save as.
- If you click Existing Custom View, your filter selection is added to an existing custom view.
- If you click New Custom View, continue with the below instructions. Your filter selection is saved as a new custom view.
- Choose the required fields in Criteria.
- Click
to add a new criteria in the custom view.
- Click
to add a group of criteria within existing criteria.
- Enter a Custom View Name, Description, and select the Accessibility.
- Click Save.

Users can only access the Save as option when they create a custom view or have permission to edit the custom view.
Favorite Views
Favorite views displays the list of all your favorite custom and predefined views.
- Hover over the selected custom or predefined view to enable and then click
to add that view to the Favorite Views.
- If required, you can remove a view from favorites by clicking the
.
Edit or Delete Custom Views
- Custom views can be edited or deleted by hovering over the custom view and selecting the required option.
- Alternatively, if you are in the custom view, click the edit icon next to the view name to edit it.
Export Issues in a Custom View
Issues in a custom view can be exported to an xlsx or csv file.
- Navigate to your custom view.
- Click
in the upper-right corner.
- Select the details.
Custom View: Select the view to be exported.
Format: The file format in XLSX or CSV
Select Columns: Move columns from Available to Selected to export the details.
- Click Export.