Customizing Columns in Workbench and Action Item List
Objective:
To change the order and type of columns displayed in the workbench and action item list for better organization and efficiency.
Key Steps:
- Customizing Columns in Workbench:
- In the workbench, drag and drop columns to rearrange them as needed, similar to Excel or Google spreadsheets.
- Use the scroll bar at the bottom if not all columns are visible due to screen size.
- To turn on or off columns, go to options, then columns, and select/deselect the columns you want to display.
- Save the changes to retain the customized column settings across different devices and web browsers.
- Customizing Columns in Action Item List:
- In the action item list, drag and drop columns to rearrange them according to preference.
- Access the options menu, then columns, to manage the visibility of specific columns for action item views.
- Save the changes to ensure consistent column settings for action items across different devices and web browsers.
Cautionary Notes:
- Be cautious when rearranging columns, ensure the order makes sense and is logical for your workflow.
- Avoid turning off essential columns that provide critical information for tasks or projects.
Tips for Efficiency:
- Regularly review and update column settings based on changing needs and priorities.
- Utilize the customization feature to tailor the display to your specific workflow requirements.
- Experiment with different column arrangements to find the most efficient layout for your workbench and action item list.