Custom views Zoho Sprints

Custom View

Customize the work items based on specific criteria and save these work items across different views. 
  • You can access custom views only if you are on the Premier plan. 
  • All the users in the team can access custom views irrespective of their roles.  

Difference between Default and Custom View

Global view offers two different views: Default and Custom view . Default view lists all the work items across the projects in your team. You can just filter the work items, export, and view the export history. Whereas, in the Custom view section you can create your own views and save the work items that match specific criteria.   
For example, if Helen wants to save a list of work items created by 'Patrick' and 'Hendry' in the project 'Marketing'. How can she save the relevant work items in a view? 
  • Helen names the view as 'Confidential work items'.
  • She selects the 'Created by' criteria and picks Hendry and Patrick. 
  • She selects the 'Project Name' as Marketing. 
  • She saves it as a private view. 
All the work items that fall under the selected criteria will be saved in the new custom view.  



  1. Switch between the default and custom view. 
  2. Create a view and save it as Private or Public. 
  3. Create group views.
  4. Customize the column.
  5. Search for a particular work item.

Create custom view

  1. Navigate to Global View in the top panel.
  2. Select Custom View from the toggle in the upper-left corner.
  3. Click + Custom View at the bottom-left. 
  4. Enter the view details.
  5. Select the Criteria or set the Criteria Pattern
  6. Click Save View.

You can select a maximum of only five values from a criteria.   
The Me filter in the criteria will list the work items pertaining to the user accessing that view.
  1. Navigate to Global Search in the upper-right corner.  
  2. Choose Advanced Search.
  3. Select the criteria and click Search.
  4. Click Save as custom view at the bottom.

You can save your search results in a custom view and access it quickly.   

Add custom view from applied filter

You can add the filtered search results in a new custom view.  
  1. Navigate to  Global View in the top panel.
  2. Select  Custom View  from the toggle in the upper-left corner.
  3. Click the Other Actions icon next to the view name. 
  4. Click Filter and select the criteria. 
  5. Click Apply Filter
  6. Select Save as New View in the upper-right corner.
  7. Enter the view details. 
  8. Click Save.

Access type in custom views

While creating a custom view you can share the views to all the users in your team or to specific users. You can find three different types of views: 

Private View   
Lists all views that you have created in the type 'Private'.
Public View    

Lists all the views that are created as public. You can even access the views that are created by others in the type 'Public'.

Shared View  
Lists all the views that are shared to you. 

Once you add a view, it will get listed in the  Recent Views   . You can access all the recently created views here.

Share custom views

You can share the custom views to specific users in your team.
  • Click Share To in the upper-right corner to share the view to specific users.

Edit custom view

  1. Navigate to  Global View in the top panel.
  2. Select Custom View  from the toggle in the upper-left corner.
  3. Choose the view that you want to modify.
  4. Edit the custom view details. 
  5. Click  Save View

Delete custom view

  1. Navigate to  Global View in the top panel.
  2. Select Custom View  from the toggle in the upper-left corner.
  3. Choose the view that you want to delete. 
  4. Select   next to the view name. 
  5. Click Delete
 
Filter    
  1. Navigate to Global View  in the top panel.
  2. Select Custom View  from the toggle in the upper-left corner.
  3. Click   next to the view name.
  4. Select Filter
  5. Select the criteria and click  Apply Filter

Export  

  1. Navigate to  Global View  in the top panel.
  2. Select  Custom View  from the toggle in the upper-left corner.
  3. Click    next to the view name.
  4. Click Export
  5. Select the criteria and click  Export.

Export history

  1. Navigate to  Global View  in the top panel.
  2. Select Custom View  from the toggle in the upper-left corner.
  3. Click    next to the view name.
  4. Click Export History  and view all the export details.  

Group custom views

You can create views and list them in particular groups. 
  1. Navigate to  Global View  in the top panel.
  2. Select Custom View  from the toggle in the upper-left corner.
  3. Click + Custom View  at the bottom-left. 
  4. Enter the details of the custom view.
  5. Enter the group name in the Group field.
  6. Select the criteria and click Save.
  • You can create a maximum of 50 groups in your team.
  • You can add 50 custom views in a group.  
 

Edit group name

  1. Navigate to  Global View  in the top panel.
  2. Select  Custom View  from the toggle in the upper-left corner.
  3. Choose the group name that you want to modify.
  4. Click   next to the group name. 
  5. Enter the new name.
  6. Click Save.

Delete group name

  1. Navigate to Global View  in the top panel.
  2. Select Custom View  from the toggle in the upper-left corner.
  3. Choose the group that you want to delete.
  4. Click   next to the group name.
  5. Select Yes, delete in the alert.
Once you delete the group, all the saved views in the group will be deleted.

Customize column

You can customize the columns in the view using the toggle. 
  1. Navigate to  Global   View  in the top panel.
  2. Select  Custom View  from the toggle in the upper-left corner.
  3. Click   next to the Item column
  4. Toggle to select the columns. 
  5. Click Save.  

Custom view details

You can click the info icon next to the view name to view the details of the custom view. 
Unavailable - Data has been removed or you don't have permission to access it.   


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