Create and manage global view | Zoho Sprints Help

Create and manage global view

You can access the default views to get a quick glimpse of the predefined sets of data that can provide you with valuable insights. Learn more

To access default views:
  1. Login to your Zoho Sprints workspace.
  2. Select the Global View on the left navigation panel. (Click the expand icon at the top-left if the panel is hidden.)
    Note: You can set the Global View as your landing page in Profile Customization under Settings.
  3. Select My View to view data relevant to you or select Team View to view data relevant to your team.
  4. Select the required module and the required view. The related data will appear.

Note:
  1. You can perform bulk update only on work items.
  2. Only users with the required field level edit permission will be able to edit item.

Create custom view

To create custom view:
  1. Login to your Zoho Sprints workspace.
  2. Select the Global View on the left navigation panel. (Click the expand icon at the top-left if the panel is hidden.)
  3. Select Custom View.
  4. Select the required module.
  5. Click +Custom View (Add View) button. The creation window will appear.
  6. Enter view name.
  7. Select access type.
    1. Private - Only you can view
    2. Shared - Only shared users can view
    3. Public - All workspace users can view
  8. Create your custom filter to customize your view.

  9. Click the Create button. The view is created with the data matching your criteria.

 

Customize columns

To customize the column in your view:
  1. Click the Customize dropdown at the top.
  2. Click the toggle button to hide columns from view (or, include columns).
  3. Drag and drop column names to reorder the column arrangement in the view.
    Note: Select Show subitem to get an expanded view of subitems.

Bulk edit work items

To edit work items in bulk:
  1. Select the Global View on the left navigation panel. 
  2. Select the required view: My View, team View, or Custom View.
  3. Select Work Item for Module. The work items will appear.
  4. Select the checkboxes of the items that need to be updated.
  5. Click the Update button. The default and custom fields dropdown will appear.
  6. Select the field to be updated.
  7. Select the Value to update.

  8. Click the Update button. That field value for the selected work items will be updated. 
To perform inline update, click the dropdown icon to view options and update individual fields.


Apply filter

The advanced filter mechanism allows you to easily find what you're looking for. You can apply filters to the data. There are two types of filters: Quick and Custom filters. Quick filters are the in-built filters that are based on the various attributes of projects. Whereas, custom filters equip you with AND/OR conditions to create your own criteria pattern. You can save the filter criteria and reuse them to avoid the rework. Click here to learn all about filters.

To filter:
  1. Click the filter icon at the top.
  2. Select Quick or Custom filter.
  3. Select built-in filter criteria or define your custom criteria.
  4. Apply the filter to view the data matching that filter criteria.
 

Export view

You can export the data in an xls or csv file and download it to use outside of the application.

Note:
  1. You can apply filters to export select data.
  2. You can access the exported file in Export History.

To export data:
  1. Click the ellipsis icon at the top. The dropdown menu will appear.
  2. Select Export. The Export Filter will appear.
  3. Select the required file format.
  4. Define grouping if necessary.
  5. Select the fields that need to be exported.
  6. Specific Recurrence Type to set up scheduled exports.
  7. Enable Header to assign the field names as headers for the columns.
  8. Select the filters that need to be applied or create custom filters. Learn more.
  9. Click the Apply & Export button. The export will be initiated.
  10. Click the ellipsis icon and select Export History in the projects menu. The exported file will be available in the Completed Export tab.
    1. Completed Export lists the Date, Time, and File Name of your export. View the export details and, if applicable, the recurrence details of the file.
    2. Active Export lists all the files that are active and scheduled for export.
  11. Click the file or the Download icon to download the file.

 Note: Copy to clipboard and paste on sheet to save data externally. 


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