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The Views are the primary way of managing different objects in Celoxis. Views help you to locate an item quickly in Celoxis and then take action on it. The  The following Views are available in your account.

  1. Projects
  2. Tasks
  3. Time Entries
  4. Expenses
  5. Discussions
  6. Files
  7. Resource Load
  8. Bugs
  9. Issues
  10. To-Dos
  11. Users
  12. Clients

Once you create a new app (Active), its relevant view will be created automatically. For existing customers, a view for each of your active Apps will also be createdIf a specific module is disabled, then its associated view will not be visible under the menu.

The data shown the views is controlled by the security privileges of the user. So, if a user does not have sufficient privileges, he/she will not see the data under the related View. 

Info

Views are not available for Client logins.

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Editing apps

Only a user with administrative privileges can edit the views by clicking on Edit option under the View's actions menu ☰menu  for adding new columns, filters, etc which will then be reflected for all users.

Note

Views cannot be created or deleted by any user in Celoxis.

 

 

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