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How To Customize Column Views
How To Customize Column Views

In this article, learn how to customize different views on requests.

Regine Garcia avatar
Written by Regine Garcia
Updated over 2 weeks ago

There are several ways to customize your columns.

  • Sorting requests from newest to oldest, or oldest to newest

  • Grouping requests by client, team member assigned, organization, or by status

  • You can hide or show specific column elements

How To Customize Column Views (Admin/Team):

  1. On your Dashboard / Requests page, click on the Column Customization button (found between the filters and list dropdown)

  2. The first dropdown is enabling you to sort requests based on when it was created/updated.

  3. The second set is grouping requests per different variables: status, client, organization, or team member.

    This is how the requests are displayed based on organization.
    ​

  4. You can also choose to show or hide specific columns relative to your needs

    Note: You can also reorder the columns to fully customize your view.

πŸ“Œ For Team View, grouping by Organization is not available.

How To Customize Column Views (Client View):

  1. On your Dashboard / Requests page, click on the Column Customization button

  2. You can sort requests by date or group them by status or team member.

    This is an example of grouping the requests by team member
    ​

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