Hi Everyone,

 Today marks the beginning of a new initiative here in the User Education team. We're going to begin posting some tips for common problems that you may run into with Daptiv PPM. Some of these may be documented elsewhere, but we are working with the Support team to get some of the more common problems addressed here. We'll get these out to you as they come up, hopefully at least one a week. These will be in addition to any other tips from other areas of the company.

If you have been through something and would like us to add it to the blog for others to see, feel free to email me directly at ktate(at)daptiv.com.

Our first tip is about seeing new project types in custom views. When you create a new project type and create some projects of that type, remember that the custom views you have set up for the Projects tab won't automatically display those projects until you include the project type in the definition of the view.  

To Update Your Custom View:

1. Click the Projects tab.
2. Click More Views and select the view you want to edit.
3. Click Edit Current View.
   
   
   
   The Edit Custom View window will appear, listing all the current project types in your enterprise. 
4. Check the box next to the project type you want to include in your custom view. 
   
   
   
5. You can make other changes to your view by clicking Next Step or you can click Skip To..., then Name and Save to finish the change.
   
   
   
6. Click Finish and Save.