Benefits

1. Create views based on the most-used criteria
   
2. Save custom views for yourself 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.
   
3. Click on the Predefined Views drop-down, 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 the changes.
   
7. Enter the Custom View Name and Description.
   
8. Check the Customize Columns to be Displayed option if you want to set the columns that are visible in your custom view.
   Fields can be selected using theicon and removed using the icon.
9. Select Share Custom View for all users or specific users by selecting the relevant option.
   
10. Select accessibility criteria under Accessibility. Accessibility can be set for displaying custom view under global tasks, Select either All Projects or Specific Projects.
    
11. Click Save.
    
12. The custom view can be accessed from the view drop-down under the 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:

1. The custom view can be hidden/shown under global tasks.
   
2. The custom view can be hidden/shown under all projects or specific projects
   

If neither of these options are selected, the custom view will only be displayed in that particular project.

Share Custom View

A Custom view can be shared with other users while creating or editing it. Users trying to share custom view will require permission to edit all tasks enabled for their profiles.

1. All Users: View will be shared with all project users
   
2. Specific Users: View can be shared with select users in the project.
   

Accessibility

1. Show Custom View in Overview > Tasks: This will allow users to access the custom view for a global view of tasks.
   
2. Show Custom View in other Projects: This will allow users to access the custom view inside project.
   
3. All Projects: This will allow users to access the custom view in all the projects.
   
4. Specific Projects: This will allow users to access the custom view in specific projects.
   

Save Filter As Custom View

1. Filter criteria can either be saved to an existing custom view or as a new custom view.
   
2. Select a project from Recent Projects or the projects list view.
   
3. Click on the Tasks tab in the top band.
   
4. Click .
   
5. Choose the required filter options and select Find.
   
6. Click Save as below the top band, then choose Existing Custom View or New Custom View. 
   
7. If you click Existing Custom View, your filter selection will be added to an existing custom view.
   
8. If you click New Custom View, continue with the instructions below. Your filter selection will be saved as a new custom view.
   
9. Choose the required fields in Criteria.
   
10. Click   to add a new criteria in the custom view.
    
11. Enter a Custom View Name, Description, and Share Custom View, then select the Accessibility.
    
12. 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, then click  to add that view to the Favorite Views. If required, you can remove a view from favorites by clicking the .

1. You can set a maximum of 15 criteria in a custom view.
   
2. Generate Custom View based reports in the Reports & charts section.
   
3. Custom Views cannot be set in project templates.

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

1. If you have set custom fields as criteria, the layout specific tasks will be displayed. In other words, the tasks that match the criteria across all projects associated with a particular task layout will be displayed.
   
2. If you have set a 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.
   
3. You can create a task custom view from global gantt reports and All Projects.

Customize Task Columns  

1. Select a project from Recent Projects or the projects list view.
   
2. Click on the Tasks tab in the top band.
   
3. Click  and select Fields to show in the columns.
   

Click Create Custom Field in the bottom to create a new custom field.

Global Task Custom View  

1. Click Tasks in the left navigation panel and navigate to your project.
   
2. Click on the predefined 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 the 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 create the view.

When custom view is created from global tasks: 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 predefined 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.