Phase Custom Views | Online Help | Zoho Projects

Phase Custom Views

Create custom views to organize and display phases that meet specific criteria. These views can be shared with all users or specific users. Set accessibility to focus on the most relevant phases across your projects.

Benefits

  1. Create custom views for phases across projects from Overview > Phases section and share the view with decision makers
  2. Create custom views for phases within a project for a quick report on their status
  3. Make custom views accessible across other projects and other users

Create a Custom View

  1. Navigate to a project from the Recent Projects section or the Projects tab and select a project.
    Custom views can also be created for phases across projects from Overview > Phases section.
  2. Click the Phases tab in the top band. Open the List or Gantt 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 criterion and clicking +.
  6. Enter the Custom View Name.
  7. Add a description, if needed.
  8. Select Share Custom View for all users or specific users by selecting the relevant option.

  9. Set Accessibility criteria to display the custom view under global phases or to display it in other projects.
  10. Click Save.
Access custom view under the custom views section from the view drop-down.

Save Filter as Custom View

Save the filter selection as a new custom view. 
To save a custom view:
  1. Navigate to a project from the Recent Projects section or the Projects tab and select a project.
    Or from Overview > Phases.
  2. Click the Phases tab in the top band. Open the List or Gantt view.
  3. Click Filter (), choose the required options, and click Find. Phases matching the filter criteria will be displayed.
  4. Click Save as next to the custom view.
  5. If you select Existing Custom View, your filter selection is added to an existing custom view.
  6. If you select New Custom View, continue with the steps below to save your filter selection as a new custom view.

  7. Click + Add to add criteria to the custom view.
  8. Click + Add Group to add a group of criteria within the existing criteria.
  9. Enter the Custom View Name, Description, and set Accessibility.
  10. Click Save.

Set as Favorite View

Set custom views as favorites for easy access.
  1. Navigate to a project from the Recent Projects section or the Projects tab and select a project.
  2. Click the Phases tab in the top band. Open the List or Gantt view.
  3. Hover over the selected custom view to view the favorite icon.
  4. Click the favorite icon () to add the view to your Favorite Views.
  5. To remove a view from favorites, click the unfavorite icon ().

Set as Default View

Set a custom view as your default () to automatically display phases in the same view every time you visit the page.
  1. Navigate to a project from the Recent Projects section or the Projects tab and select a project.
  2. Click the Phases tab in the top band. Open the List or Gantt view.
  3. Hover over the custom view, click  > Set as Default View.

Edit or Delete Custom Views

  1. Navigate to a project from the Recent Projects section or the Projects tab and select a project.
  2. Click the Phases tab in the top band. Open the List or Gantt view.
  3. Hover over the custom view and click the edit icon () or delete icon () to modify or remove the view.
  4. Alternatively, open the view drop-down, hover over the custom view, click   > Edit to make changes or Delete to remove the view.

Export Phases in a Custom View

Phases in a custom view can be exported to an XLSX, CSV or PDF file.
  1. Navigate to a project from the Recent Projects section or the Projects tab and select a project.
  2. Click the Phases tab in the top band. Open the List or Gantt view.
  3. Click  in the top-right corner and click Export Phases.
  4. Name the export and choose the format.
  5. Move columns from Available to Selected to include them in the export.
  6. Click Export.