The work list table is customizable. Here are some of its features:
Red Flag
Admin users can assign a Red Flag to a point to increase the priority. Normal and guest users cannot alter a point's flagged status, but flagging is visible to everyone with access to that point.
Priority
The Priority (P) column is displayed as red/yellow/blue pins, similar to the pins on the GA.
Status
The Status (S) column displays the status icons (open, in progress, to review, on hold, canceled, completed) with the completed and canceled points not shown by default.
Created by
This field is automatically added by the system based on the person who created the point. If this person is no longer a user on the work list, their name and avatar will appear greyed out.
Assignee
This is an optional field that allows Admin and Normal users to specify one or more people that are responsible for a point being completed or canceled, where necessary. The Assignee field will populate with users which have accessed the site. (If the user has not yet logged in, their name will not appear.)
Moving
Click the 'Table Columns' button, then click and hold the field name to drag and drop into position.
Sorting
Click on the column header to sort the list by that field – once for ascending, twice for descending, and three times to rest the column to the default order, most recently Updated.
Advanced Sorting
Sort by multiple fields using the Sort button in the table header. Use the arrow icons to select the order in which points should appear – ascending or descending. To rearrange the order of the sort, click to hold to drag and drop into place. The table headers will indicate which fields are being used to sort the points. Click the ‘x’ button to clear the sort or to clear all grouping and sorting, select the ‘Reset Table’ button from the Table Columns option. If no sorting is applied, the table will be automatically sorted by the Date Updated field. To reset the table completely, click the Table Columns button, then 'Reset Table'.
Resizing
Hover your mouse over the column dividers to change the size of the column.
Display or Hide fields
To choose which fields of data to display, click the icon at the top right of the table called 'Table Columns'. Use the toggle buttons to hide or show the fields. Click and hold a field name to drag and drop fields into a different position.
Reset
Click the 'Reset table' button at the top right corner to return to the default view.
Group
Use the 'Group' button in the table header to group points by the different columns of data in your table. For example, group points by priority, then sort by status and/or a custom field. The number of points in that group will appear next to the group header. Use the arrows next to the group header to collapse and expand the groups.
*Pro-tip: Admin users can add custom fields specific to your project, such as date, cost, list, or free text.
Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.