How to Create a Layout in Zoho Projects
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- Click the gear in the upper-right corner of the top navigation band.
- Navigate to Customization > Layouts and Fields > Tasks.
- Click Create Layout in the upper-right corner. This button is enabled for Premium and Enterprise users only.
- Select a base layout that you want to build (clone) your new layout on. If there aren’t any created layouts, the system will only list the default layout in the drop-down.
- Enter a Layout Name.
- Click Create.
Note:
- The standard layout cannot be deleted or reordered. However, it can be edited as many times as necessary.
- A custom layout can be deleted.
- Only the Premium and Enterprise users will be able to create layouts. Enterprise users can customise the layouts. However, the users in all plans (Free, Premium, and Enterprise) will be able to access the Layouts section and edit the Standard Layout.
- To view the list of layouts available in a portal, navigate to Settings Icon > Customization > Layouts and Fields > Tasks > Layouts.
- You can also edit a layout’s name by directly editing its name in the layout editor screen.