New Project Task Button in Project Workspace Related List - Default View

[Brad Bowman]

When viewing a project in the Project Workspace, Details menu, Project Tasks related list and clicking the New button

the resulting form shows the view named "Default view".  This is in my out of box Zurich PDI.  The problem with this is that the same view is displayed when viewing an existing record on the Project Tasks related list.  I need one or the other to use a different view (for everyone, by default) so that I have two distinct Project Task views - one when creating a new record, and one when viewing existing records.  The native UI Project Tasks related list New button displays the view named 'New'.  Also potentially relevant is the New button on the Project list in PW displays the view named 'New Project'.  I tried creating views named New Task and New Project Task to no avail.

[Shruti · Accepted solution]

Hi @Brad Bowman  

Create a workspace view rule on project task table for new project tasks

Navigate to workspace experience -> workspace view rules. Create a new rule 

[Brad Bowman]

Easy enough - thank you!  I couldn't see the view applied unless I unchecked Experience Restricted.