How do I view projects with my preferred view column sets?

Updated on September 23, 2016 05:10AM by Admin

View Column Set - This feature allows you to customize your project fields as a section as per your requirement. You can easily access your preferred section quickly to save your custom views. This is the common feature found in CRM apps such as Contacts, Customers, Cases, Leads and Opportunities.

Steps to customize column set

  1. Log in and access Projects app from your universal navigation menu bar.
  2. Click on “More icon and select “Settings located at the app header bar.
    settings projects
  3. Click on “List Layout” under "Customize App"  from left navigation panel.
    list layout
  4. You can add your own column set, click on “Create” button.
  5. Customize column set with your preferred fields.
  6. Choose fields from “Display” dropdown.
  7. For instance: "Name", "description", "start date", "Status", "priority", "assigned to" fields as shown in the image below:
    layout updated
  8. You can also hide the options by uncheck the field, if needed as shown in the image below:
    uncheck fields

View projects by column set

  1. After customization, go to "Projects App" dashboard.
  2. Click on “Show All” from left navigation panel.
  3. Click on “Display” dropdown, and select “Overview”.
  4. You can view the result as shown in the image below:
    view layout

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