Project Custom View | Online Help | Zoho Projects

Project Custom View

In addition to the predefined views, users can now create their own custom views for projects. Users can customize projects list view based on specific criteria by applying filters. These custom views can be marked favorite by clicking the   icon.


Feature Availability: User based Enterprise plan

Benefits:

  1. Use filters to create a view
  2. Land on the same view with every login
  3. Mark a view as favorite
  4. View can be shared with select users, all users, or set for personal use

Create Custom View

  1. Click Projects in the left navigation panel.
  2. Click on the project view drop-down.
  3. Select + Create Custom View.
  4. Select the criteria for your view.
  5. Click    to add a criteria and click to add a group.
    1. Click   to delete the criteria.
    2. Click   to delete the group.
  6. Operators can be used individually or in combination in order to set multiple criteria. There are two types of operators:
    1. AND is used when it is mandatory to satisfy all the criteria.
    2. OR is used to satisfy an either-or condition.
  7. Enter the Custom View Name.
  8. Enter the Description  and enable the custom view column if necessary.
  9. Select the Accessibility  and click  Save.



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