Case study: create a view by project categories

Customize the Projects page.

In this guide, we offer you example of project views that you can create and then refine according to your needs.


From the Projects menu:

  1. Click on + Create a view
  2. Click on New view
  3. Click on Filter
  4. Choose the category of your choice in the Template filter then Apply
  5. Click on Save
  6. Click on Manage views and rename the view "Accounting Projects" for example