Overview
Say hello to the new and improved Project Table! Now you can customize your project table exactly how you want it!
We know different users care about different views and it's not a one-size-fits-all. Now each column is dynamic and you can hide/show and reorder columns exactly how you want.
User Access
Admins, Managers, Guides, Task Owners, Contributors, Customers, and Third Parties can all customize their project view.
How to Hide or Show Column Headers
Click on the Columns button found on the top right of the project table
Toggle the column headers on/off of the columns you'd like to see/hide
That will now be your default view!
How to Reorder Column Headers
Click on the column header you'd like to move
Drag it to the position you'd like to see it in
That will now be your default view!
Best Practices
The projects page has a horizontal scroll, so the best practice is to move columns that are critical to your operations further to the left to avoid having to scroll.
You can always edit your view depending on your needs!
FAQs
Can I display custom columns i.e. I want to see my custom fields, is that possible?
Can I display custom columns i.e. I want to see my custom fields, is that possible?
Not yet. We know that many of you would like this functionality and we are working on some foundational elements that can enable that future functionality.
Is this table customizability available on all tables i.e. template page?
Is this table customizability available on all tables i.e. template page?
No, just the project table for now, but we do plan to expand it to other tables throughout the application.
Is the view I create available to my whole organization or is it available to just me?
Is the view I create available to my whole organization or is it available to just me?
The view you customize is just for you! There is not an "org view" and you cannot share your view with others.