How Can You Use Custom Views in Zoho Projects to Organize Tasks Based on Team Needs?
Custom Views help you filter, group, and display tasks based on specific criteria—such as assignee, priority, status, or due date—making project navigation easier.
Access Task Module:
Go to your project → Click on Tasks → Choose Custom View from the dropdown.
Create a New View:
Click “+ New Custom View” and define your filter rules.
Example: Status = “Open” AND Priority = “High” AND Assignee = “Myself.”
Choose Columns and Sorting:
Select which fields you want to display in the view (e.g., Due Date, Owner, % Completion).
Apply sorting (e.g., earliest due date first).
Save and Share View:
Save for personal use or share with the team.
Modify anytime to adapt to changing requirements.
Why This Workflow Matters:
Custom views simplify daily task tracking, enable focused work, and reduce time spent searching through large task lists.
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