Adjustment
Click on the Column panel to show all available columns
System fields
All fields being used within the project
Select/Deselect columns
Selected columns will appear within the table
Drag and organize columns
The columns will shift within the table after being moved
Column Sorting
The default sorting of Jobs/Tasks columns will be ascending by their Date Created.
Column Names can be clicked to sort Alphanumerically.
Ascending (↑) will sort the clicked column 0 to 9 and A to Z
Descending (↓) will sort the clicked column Z to A and 9 to 0
Multiple columns can be sorted at the same time by holding the Shift key before clicking another column. Multi-sorted columns will display a number next to the name of the column to denote the order in which the columns are sorted.
Ex: Job Name is sorted by Ascending order first, then
Job Name in Descending order second
Organization
Columns can be clicked and dragged to reorganize the column’s position.
Filtering
Filtering allows users to search for specific information. Users may apply filters to multiple columns at once. There are two ways of filtering columns on a Jobs/Tasks table.
Method 1
Click on the Filter Icon for a column
Some columns are not filterable
Select the type of filter to apply
Insert specific criteria
(optional) Select a conditional
AND: Data must satisfy both criteria
OR: Data must satisfy at least one criterion
Click Apply
Method 2
Click on the Filter panel to show all columns
Select a column
Select the type of filter to apply
Input specific criteria
(optional) Select a conditional
AND: Data must satisfy both criteria
OR: Data must satisfy at least one criterion
Click Apply
