Task Custom View | Online Help | Zoho Projects

Task Custom View

Task custom view is an option to customize and filter your tasks based on specific criteria. For example, if an employee is assigned to the design department, they can customize their view to see all the tasks specific to the design department.

Benefits:

  1. Create views based on most used criteria
  2. Save custom views for self or for other users
  3. Set view as default

Create Custom View

  1. Select a project from Recent Projects or the projects list view.
  2. Click on the Tasks tab in the top band. Ensure that you are in the Classic or Plain view.
  3. Click on the views drop-down and then click + Create Custom View.
  4. Select the criteria for your view.
  5. Add additional criteria by hovering over a criteria and clicking .

  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.
    3. If there are any changes in criteria pattern, click the edit icon and Update changes.
  7. Enter Custom View Name and Description.
  8. Select Share Custom View for all users or specific users by selecting the relevant option.
  9. Select accessibility criteria under Accessibility. Accessibility can be set for displaying custom view under global tasks, All Projects or Specific Projects by selecting the relevant option.
  10. Click Save to save the custom view.
  11. The custom view can be accessed from the view drop-down under Custom Views section.

You can edit or delete your custom view anytime. Just hover over your custom view to view the edit and delete options.   

When a custom view is created within a project:
  • The custom view can be hidden/shown under global tasks.
  • The custom view can be hidden/shown under all projects or specific projects
If neither of these options are selected, the custom view will be displayed only in that particular project.

Save Filter As Custom View

Filter criteria can either be saved to an existing custom view or as a new custom view.

  1. Select a project from Recent Projects or the projects list view.
  2. Click on the Tasks tab in the top band. Ensure that you are in the Classic or Plain view.
  3. Click .
  4. Choose the required filter options and select Find.
  5. Click Save as., and choose New Custom View. 
    1. If you click Existing Custom View, your filter selection is added to an existing custom view.
    2. 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. Enter a Custom View Name, Description, Share Custom View and select the Accessibility.
  9. Click Save to finish creating 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 .


  • You can set a maximum of 20 criteria in a custom view. 
  • Generate Custom View based reports in the Reports & charts section. 
  • Custom Views cannot be set in project templates.

Customize Task View Across Projects

From My Tasks widget, you can view all your tasks and you can filter your tasks based on task custom views that you have created across different projects.

  1. Navigate to My Tasks widget in your portal Home.
  2. Click View More to see all your tasks.
  3. Select a custom view from the drop-down.

When you apply a task custom view, all your tasks that match the criteria across projects will be displayed.


  • If you have set custom fields as criteria, the layout specific tasks will be displayed, i.e the tasks that match the criteria across all projects associated with a particular task layout will be displayed.
  • If you have set Milestone or Task List as criteria, the project specific tasks will be displayed, i.e the tasks that match the criteria for a particular project will be displayed.
  • You can create a task custom view from global gantt reports and All Projects.

Customize Task Columns

Customize task views by enabling or disabling columns.

  1. Select a project from Recent Projects or the projects list view.
  2. Click on the Tasks tab in the top band. Ensure that you are in the Classic or Plain view.
  3. Click  and select Fields.
  4. Enable or disable fields.
  5. Select View.
  6. Select either Default View or Compact View.
    • Default View shows more information in the fields.
    • Compact View hides the excess information and shows more tasks on the screen.
    • Collapse Subtasks will collapse all the subtasks displayed in all the views.
  7. Click Save.

Global Task Custom View

  1. Click Tasks in the left navigation panel and navigate to your project.
  2. Click on the views drop-down and then click + Create Custom View.
  3. Select the criteria for your view.
  4. Add additional criteria by hovering over a criteria and clicking .
  5. Enter Custom View Name and Description.
  6. Select Share Custom View for all users or specific users by selecting the relevant option.
  7. Select accessibility criteria under Accessibility. Accessibility can be set for All Projects or Specific Projects by selecting the relevant option.
  8. Click Save
    to save the custom view.


When custom view created from global tasks:
  1. The custom view can be shown under all projects or specific projects

Edit or Delete Global Custom Views

  1. Click Tasks in the left navigation panel.
  2. Click on the views drop-down and hover over the custom view which you would like to edit or delete.
  3. Click   and make the required changes.
  4. Click Save.
  5. Click  to delete a Custom View.
  6. Confirm your action.

See Also

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