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 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.

Select the Share Custom View with other Users option as shown above.
  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

Accessibility option allows user to control where the custom view is shown.
  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 20 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  

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.
  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.

More Reads

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us: support@zohoforms.com

                                                                       
                            



                            





                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now





                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Task List View

                                                                                                    The Task List view in Zoho Projects provides an easy-to-use interface for viewing, adding, editing, and managing tasks directly within the view. It allows task grouping and sorting, as well as viewing task details, while also providing customizable ...
                                                                                                  • Task Gantt View

                                                                                                    Gantt charts are visual representation of activities on a timeline. This allows project managers to have an overview of the tasks and help understand the sequence to be followed. It also helps users to understand the dependencies between various ...
                                                                                                  • Task Kanban View

                                                                                                    Kanban cards are a visual representation of activities. The tasks are displayed as cards for easy viewing by status, task list, priority, or percentage. Users can update status, task list, priority, or percentage completion based on the Kanban board. ...
                                                                                                  • Task Automation within Task Module

                                                                                                    Automate repetitive tasks and streamline workflows within the Tasks module without the need to navigate away from the screen.With workflow rules, you can define conditions and actions to automatically trigger specific actions based on predefined ...
                                                                                                  • Task Templates

                                                                                                    Add a Task List Template Click in the upper-right corner of the top navigation band. Navigate to Customization > Task Templates. Click Create a Task List Template in the upper-right corner to add a new task list template. Edit / Delete Task List ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources