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:

1. 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.

2. 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.