How do I customize left panel views in tasks?

Updated on May 17, 2017 11:38PM by Admin

Views are the filters that are easily accessible in the left menu. Views can be configured and customized as per your requirements. To customize the left panel views in task, you need to configure the "Collaboration" settings in Preferences.

Steps to customize views

  1. Log in to your account and direct your way to account name.
    account name
  2. Click on "Preferences" from the drop down menu.
  3. Click on "Collaboration" from left navigation panel.
  4. Click on "Tasks" for more options.
  5. You can view the following:
    • List view
    • Calendar view
    • Table view
  6. You must switch on for at least one view to be shown in home dashboard. For example "List view" is enabled

  7. You will see the enabled "List views" in header bar of Tasks home page as shown below:

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