Case study: create a view by project categories

Objective
Create a custom view of the Projects page, filtered by category, which can then be further refined as needed.

Steps

Étapes

  1. Access the menu

    • Open the Projects menu

  2. Create the view

    • Click on + Create View.

    • Select New view.

  3. Apply a filter

    • Click on filter

    • Choose the Category filter, select the desired category then click Apply.

  4. Save

    • Click on Save

  5. Name the View

    • Click on Manage Views.

    • Rename the view, for example: Projects EC.

Screen Shot 2025-09-24 at 7.14.31 PM

Tip: To save time, you can duplicate an existing view and only modify the Category filter.