Issue Custom Views | Online Help | Zoho Projects

Issue Custom Views

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  

  1. View the most relevant issues
  2. Use multiple criteria to create custom views
  3. Create custom views for yourself or for other users
  4. Set a view as favorite

Create Custom View  

  1. Navigate to a project from the Recent Projects section or the Projects tab and select a project.
  2. Click the Issues tab in the top band. Open the List or Kanban view.
  3. Click + Create Custom View from the View drop-down.
  4. Select the criteria to create the custom view.
  5. Add additional criteria by hovering over a criteria and clicking .
  6. Enter Custom View Name.
  7. Add a description, if needed.
  8. Select accessibility criteria under Accessibility. Accessibility can be set for yourself, all users, or for specific users by selecting the relevant option.
  9. Click Save.
  10. 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.
  1. Click , choose the required filter options and click Find. Issues matching the filter criteria will be displayed.
  2. Click Save as.
  3. If you click Existing Custom View, your filter selection is added to an existing custom view.
  4. If you click New Custom View, continue with the below instructions. Your filter selection is saved as a new custom view.
  5. Choose the required fields in Criteria.
  6. Click  to add a new criteria in the custom view.
  7. Click to add a group of criteria within existing criteria.
  8. Enter a Custom View Name, Description, and select the Accessibility.
  9. 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.
  1. Hover over the selected custom or predefined view to enable and then click  to add that view to the Favorite Views.
  2. If required, you can remove a view from favorites by clicking the  .

Edit or Delete Custom Views  

  1. Custom views can be edited or deleted by hovering over the custom view and selecting the required option.
  2. 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.

  1. Navigate to your custom view.
  2. Click in the upper-right corner.
  3. 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.
  4. Click Export.

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