Editing a Personal View in Tasks

To edit a Task personal view:

Prerequisites: You must have the 'Personal Views' function enabled for your role.

  1. On the Task Management page, select the view from the Personal Views panel.
  2. Click the Settings icon and click Edit. The Properties dialog is displayed.
  3. Make the necessary changes. See Creating a Task Personal View for detailed information about fields.
  4. Click Save.

A message states that the personal view was saved successfully.

Note: Modifying the Module drop-down will reset the filter values in other tabs to their module-specific defaults.