My Projects Tab


By default, the My Projects tab displays the following fields:

  • Project Name

  • Project Start Date

  • Project End Date

  • Project Health

You can customize this view by adding or removing fields using the steps below.

To Add or Remove Fields

  1. Click the Hamburger icon to view the list of available fields.

  2. Select or deselect the checkboxes next to the fields you want to include or remove.

  3. Click Apply to save your changes.


The My Projects list view will now display the fields you selected.


Additional Functionalities in the My Projects Tab

  • Create a New Project: Click the New Project button to create a new project in your org.

  • Search for a Project: Use the Search Projects field to find and view details of a specific project from the list.

  • You can also view the Project Dashboard, Tasks, and Risks on this page. The Dashboard displays the overall Project Progress.