How do I customize left panel views in projects app?

To enable these menus in the left navigation of the home page, you need to configure the Projects App.

Steps to customize left panel in projects app

1. Log in and access Projects App from your universal navigation menu bar.
2. Click on "More" icon and select “Settings” located in the app header bar.
   
3. Click on “Views” under "Customize App" from the left navigation panel.
4. You can view "Left Panel Views" in the dashboard as shown below:
   
5. You will see the following:
• Show All
• Overdue
• By Queue
• To Follow Up
• By Status
• By Priority
• By Billing Method
• My Views
• Shared Views
• Quick Links
6. You can "Show/Hide" views according to your needs. You must select at least one view.
7. All changes will be auto-updated.
8. You will see all the views that you enabled using left panel views in the projects app home page.
    

Related Links

Read more about:

• Customize spend authorization
• Customize priorities
• Customize project app
• Customize data level access