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How to Customize and Manage Columns for Tasks

Updated over a week ago

The Tasks section allows you to tailor the view to match your workflow by showing, hiding, or reordering columns. This customization helps teams focus on the most relevant task information. To manage which columns are displayed and how they are arranged, follow the steps below.

Step 1: From your dashboard, locate the profile icon in the upper-right corner. Click it, then select “Settings” from the dropdown menu.

Step 2: In the Settings panel, scroll or navigate to find the “Application Settings.”

Step 3: Click on the "Edit" icon to begin making changes.

Step 4: Check the boxes for Projects and Tasks depending on which module you want to customize. This enables column configuration for those specific sections.

Step 5: Click on “Update” to save your changes.

Step 6: Return to the Tasks view. At the top of the task list, click the Settings icon, then choose Manage Columns from the dropdown options.

Step 7: A new tab will appear, displaying the list of available columns. From here, you can drag to reorder them, hide any unnecessary fields, or make others visible. Once satisfied with the layout, click Save to apply your changes.

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