In smenso Cloud there are many different ways to view projects or tasks. E.g. via the tile view, or via the list view. In addition, different columns can be displayed in lists, or you can filter, sort or group. 

In order to quickly and easily access your content the way you want it, you can save views as your personal custom view. This will save you a lot of time the next time you open it. 

How do I create a custom view?

In the tab Tasks in a project

1. Choose any combination of filters, groupings, sorting
   
2. Select the board or list view
   (if you choose the list view, select the columns that are shown and their order)
3. Open the view menu
   
   
   
4. Choose Save as new view
5. In the following dialog you can name the view. You have two options when saving the view:
   
   1. Set as default view
      Will set this view as your personal default
   2. Only for this project
      Saves the view for this project, i.e. it will only be available for selection in this project

      If both checkboxes are set, the view will be opened in this project by default

      
      
      
      
6. The view will be saved and will be active/selected. You can deselect or change it at any time.

In the Portfolio view

1. Choose any combination of filters, groupings, sorting
   
2. Select the board or list view
3. Open the view menu
   
   
4. Choose Save as new view
5. In the following dialog you can name the view
6. If you like, select the Set as default view checkbox. This will set the view as your personal default.
   
   
   
   
7. The view will be saved and will be active/selected. You can deselect or change it at any time.

In the Timeline / Portfolio Timeline

1. Choose any combination of filters, groupings, sorting
2. Open the view menu
   
   
   
3. Choose Save as new view
4. In the following dialog you can name the view. You have two options when saving the view:
   
   1. Set as default view
      Will set this view as your personal default
   2. Only for this project
      Saves the view for this project, i.e. it will only be available for selection in this project

      If both checkboxes are set, the view will be opened in this project by default

      
      
      
5. The view will be saved and will be active/selected. You can deselect or change it at any time.

In My Tasks

1. Choose any combination of filters, groupings, sorting
   
2. Select the board or list view
   (if you choose the list view, select the columns that are shown and their order)
3. Open the view menu
   
   
   
4. Choose Save as new view
5. In the following dialog you can name the view. You have two options when saving the view:
   
   1. Set as default view
      Will set this view as your personal default
   2. Only for this project
      Saves the view for this project, i.e. it will only be available for selection in this project

      If both checkboxes are set, the view will be opened in this project by default

      
      
      
6. The view will be saved and will be active/selected. You can deselect or change it at any time.

Selecting a custom view

Once you have saved some views, you can select (and deselect) them using the view button. 

 

Change or edit a custom view

If you have selected a custom view and would like to rename it or change the preferences, open the view menu and select the 🖊--button to edit it. 

If a currently selected view is modified, e.g. by selecting a different filter, it is marked with an asterisk. If you want to save the modified view, you can either save it as a new view, or you can overwrite the selected view by selecting the 💾 icon. 

Deleting a custom view

You can delete a custom view by selecting the ✖ icon at any time.