How to Create Personal View

How to Create Personal View

1- Go to the List or Library that you want to create a view in.

2- In the ribbon at the top pick "Library" or "List"

3- Click the "Create View" button

4- Now you can pick what type of view you'd like. You can copy an existing view that you just want to tweak without changing the original view, or you can create one of these formats:

• Standard View

• Calendar View

• Access View

• Datasheet View

• Gantt View

• Custom View in SharePoint Designer

Let's say for example, that you just want a standard view, so you click on Standard view.  Now you need to think about some things:

1. I'd Create a View, which I'll call "My Personal View"

2. Need to select Personal view. 

3. I'll choose the following columns to display: Task, Contact Person (Lookup), Contact Number, Due Date, Amount Due.....

4. I'll specify that the view should group by 'Client Name'

5. I'll specify that the view should include a total on Amount Due
   
6. I'll add a filter for "Assigned To = [Me]"

7. I don't have folders, so doesn't matter if I set folders to show up or not.

8. I'll sort by Due Date, ascending.

9. I'll set Item Limit to 50, and disable paging. I just want to see the top 50.

10. I want to be able to see this view on the go, so I'll leave Mobile enabled

11. Click on Ok.