Save Custom View | Online Help | Zoho Projects

Save Custom View

Save filter selection a new custom view. Custom view can be saved for own use, for selected users, or for all users.

Save Custom Views

To save a custom view, select filter options to establish a criteria.
  1. Select a project from Recent Projects or the projects list view.
  2. Click on the Issues tab in the top band. Ensure that you are in the Plain view.
  3. Click .
  4. Choose the required filter options and click Find. Issues matching the filter criteria will be displayed.
  5. 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.
  6. Choose the required fields in Criteria.
  7. Click add a new criteria in the custom view.
  8. Click to add a group of criteria within existing criteria.
  9. Enter a Custom View Name, Description, and select the Accessibility.
  10. Click Save to finish creating the custom view.
  • Users can access the Save as option only 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 .

See Also

Edit and delete custom view


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