Overview

Task and Project Views allow you to visualize your work according to your needs. You can create and save multiple different views with filters set to the requirements of different team members or to visualize different aspects of your project. For a more detailed look at views and how to use them, you can check out our article on What are Views?

Unlike Task Views, you’re not asked to choose a default Project View while creating a Portfolio. You can choose to add more Views to the Portfolio later. Portfolios use List View instead of Sheet View.

Create a New Project View

1. Click the New Tab option and under the Sprinklr Marketing tab, select Project Management.

2. Select the Portfolio you want to create a new View for and click View Portfolio.

3. Click View at the top left corner of your current Project View window. Here, you will see a list of existing Project Views and the types of views that can be created (Sheet, Kanban, Timeline and Calendar).

4. Click the Plus icon next to the view type you want to create and enter the appropriate details in the side window that appears.

5. You can give your view a name, choose who to share it with and lock the view to prevent unauthorized edits.

6. Finally, click the Create View button to create and save your new Project View.