Introduction
Welcome! In this lesson, you’ll learn about the visual interface for consolidated Document data and how to use the Job and Task tables to quickly filter, sort, and organize your project documents. The goal is to understand the Dashboard and how to manage your data tables to show exactly what you need to stay focused and save time.
Project Dashboard
When you first see the Home page, you will see the Project Dashboard, which is the central hub for your project’s insights. It provides an overview of your project’s Documents with Bar Charts, Pie Charts, and interactive widgets that summarize key metrics.
Example: Your project has received a large work order that will increase workloads. You can analyze your Project’s Dashboard to get an overview of current work and historical work and get a better sense of what’s to come.
Click on the Home menu option to view the Project Dashboard
Add or remove widgets to view different groups of information
Tables
The Jobs and Tasks tables drill down into detailed data by displaying your Documents in full lists. These tables have tools that make managing your data simple and efficient. Let’s break it down step by step.
Page Navigation
Document tables can show all Jobs or Tasks that exist. They can be overwhelming to look at in their raw form, but there are many tools available to customize them to make navigating and parsing them much easier.
Starting at the bottom of the table, here’s what’s you can use to change how many rows are displayed, and which rows you are currently looking at:
Page Size Button: This button lets you select how many Rows you can view on a single page. Use this to help narrow down or increase how much content you need to see together.
Row Count: Right next to it, you’ll see the row count. This tells you:
The total number of rows on the table.
Which range of rows you’re currently viewing.
Navigation Arrows: Use the arrows to move forward or backward through the pages of rows.
Columns
The columns of the tables can show all of the data contained within your Jobs or Tasks, but the default table only consists of system data. You can add or remove columns to ensure it contains the fields and information you need in any order you’d like.
Example: You’d like to see who is responsible for your documents and what state they’re in. Add the Assignee column and Status column to the table and position the columns nearby each other so you can easily check who is currently working on what document and their current status.
Click on the Columns button in the table and a list of all fields appear allowing you select the one you want for your project.
Click on the field to add it as a column
Drag the dots icon to reorder columns.
Filtering
When you need to find specific data you can use filters to narrow down your list. Filters allow you to see only rows that contain specific data, making it much easier to parse and find precisely what you’re looking for. For example, you can add a filter on the Assignee column to see only what is assigned to you, and the Status column to see only Jobs that are In Progress. Combining Filters like this will show you only what’s In Progress and assigned to you.
Click on the Filter icon next to any column header.
Select:
A condition (like equals, contains, etc.).
A value to filter by.
Add multiple conditions and decide how they work together
AND: All conditions must be true.
OR: At least one condition must be true.
Sorting
Sorting helps you prioritize the information you want to see first. You can organize the work on the newest tasks by sorting it with Date Created in descending order. For example, using the filters we set up previously you can then Sort by the Due Date column, so the most urgent Jobs and Tasks appear at the top.
You can click on the column header and an arrow icon appears:
Up arrow: Ascending order (A to Z, 0 to 9)
Down arrow: Descending order (Z to A, 9 to 0)
Tip: You can sort by multiple columns at the same time by holding the Shift key and then clicking another column.
Saved Views
Once you have set up your columns, filters, and sorting you can then save your view. This saves your setup as a custom view that you and others can reuse so do not have to start from scratch every time. All of your Saved Views are shown as tabs running across the top of the Job or Task Tables, so you can save and quickly jump between as many Views as you need.
After setting your columns, filters, and sorting:
Click the Floppy Disc icon.
Choose:
Save Changes: Update the current view.
Save as New: Create a new view and give it a name.
Promote to Project: Make your view public for your team.
Managing views
You can edit your customized views with your columns, filtering, and sorting to keep your view relevant to your workflow as your project jobs and tasks change. This is also how you can hide or unhide any saved views that your team has set up as Project Views.
Click the 3-Dot icon (ellipses) and select Manage Saved Views.
From here:
Drag to reorder tabs.
Toggle visibility to hide/unhide views.
Wrap-Up
Now you know how to:
Navigate pages
Customize columns
Filter and sort data
Save and manage views
Check your understanding
In this lesson you learned about:
How customize your Table columns, filters, and sorting
How to save views for future use
How to use Project Saved Views
Next up:
The next lesson of this course covers how to interact with Documents and some important features of Workflow.