Related FAQ's

How to Config List View in Project Mangement System?

  • Click on Context  Menu Project Config ListView.
  • Click on "Add New List View"
  • You will get a popup window where you can see fields namely
    • Name
      • Name here indicates Title of a List View (Eg: QA, My Open Works... )
    • Display Order
      • Display Order is nothing but an order which is listed in the drop down.
      • According to the chosen numeric the List View will be displayed in the dropdown.
    • Is Default
      • If you want to make this List view as Standard/Custom when you open your work items then you can make this as "Is Default" by enabling the checkbox.
    • User Role
      • You can give access to the User basing on their roles.
      • Choose the Roles from the given Dropdown.
    • Is Active
      • If you want to keep this List View as Operational or live then you need to enable Is Active checkbox
  • After filling all the above-mentioned fields click on "Add" button
  • Expand the Newly added List view in Config page and you can see three tabs namely
    • Filter Field
      • Click on "Add New Filter" button.
      • You will find fields like
        • Field Name
          • Field Name here indicates Title of a "Filter"
          • You can choose the field name from the dropdown.
          • The values in the drop down are from custom list view
        • Values
          • Choose the values from the dropdown.
          • Values will be displayed based on selected Field name.
        • After filling all fields click on "Update" button.
    • Display Field
      • Click on "Add New Display Field" button.
      • You will find fields like
        • Field Name
          • Field Name here indicates Title of a "Display Field"
        • Display Order
          • The Sequence order that is listed in the dropdown of basing on the numerics you have given(Eg: 1.Project, 2.Requestor. )
        • After filling all fields click on "Update" button.
    • Grouping Field
      • Click on "Add New Grouping Field" button
      • You will find fields like
        • Field Name
        • Group Order
        • After filling all fields click on "Update" button.