How do I create a custom view in CCH Axcess Workstream?

The following video explains the process of creating a custom view in CCH Axcess Workstream:

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  1. From the Work with Projects window, select New View from the Views tab.
  2. Add the filters and columns that you want to see.
  3. Select Save View from the Views tab.
  4. Name the view, and it will now show in the navigation pane.

Note: Custom views have a colored icon next to the view name; default views have a gray icon.

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