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How do I customize left panel views in projects app?
Updated on September 13, 2016 03:39AM by Admin
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
- Log in and access Projects App from your universal navigation menu bar.
- Click on "More" icon and select “Settings” located in the app header bar.
- Click on “Views” under "Customize App" from the left navigation panel.
- You can view "Left Panel Views" in the dashboard as shown below:
- 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
- You can "Show/Hide" views according to your needs. You must select at least one view.
- All changes will be auto-updated.
- You will see all the views that you enabled using left panel views in the projects app home page.
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