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How to create custom views

In this how-to guide, you'll learn how to create custom views for your project, enabling you to manage tasks, collaborate effectively, and visualize deadlines.

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·6 steps·38 views·Published

In this how-to guide, you'll learn how to create custom views for your project, enabling you to manage tasks, collaborate effectively, and visualize deadlines. Follow the step-by-step instructions to set up task filters, navigate different project views, and save your preferred configurations for easy access in the future.

Step-by-step Guide6 steps
  1. Click Project A

    Clicking on 'Project A' opens the detailed view for this project, where you can manage tasks, collaborate with team members, and track progress.

    Click Project A
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  2. Click here to add a new task

    This action will open a dialog for creating a new task within the project, allowing you to input details such as task name, assignment, and due date.

    Click here to add a new task
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  3. Click the Timeline option

    This will open the Timeline view, allowing you to visualize project tasks and their deadlines over time.

    Click the Timeline option
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  4. Click the Filter option

    Selecting the Filter option allows you to refine the view of tasks within the project, enabling you to focus on specific criteria like status, due dates, or assignees.

    Click the Filter option
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  5. Click the 'Due next week' filter

    Selecting the 'Due next week' filter will display tasks scheduled for next week in your project timeline. This allows you to focus on upcoming deadlines and task management.

    Click the 'Due next week' filter
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  6. Click the Save view button

    This action will save your current filter settings and view configuration, allowing you to easily access this specific task layout in the future.

    Click the Save view button
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