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Configure Task Columns

Users are able to show and hide columns with document information, as well as choose how these columns are sorted.

After clicking on any column heading, a pop-up window will appear that displays available options. 

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  • If the column has information that can be sorted, options for Sort Ascending and Sort Descending will appear.  
  • On all columns, a Configure Columns option will display. 
    • Clicking Configure Columns opens a pop-up window listing all columns that can be hidden or displayed.
    • Please Note: These settings are for your account only. This will not affect any other user's display.
  • After selecting desired columns to display, clicking Update saves your settings, Cancel to rejects changes, and Restore restores default settings. 

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Change Column Width

  1. To change the column width, find the right edge of the column header

  2. Click and drag to your desired width.

  3. To reset an individual column’s width, click the column header and select Reset column width.

  4. To reset all the width of all columns:

    1. Select a column header.

    2. Click Configure columns.

    3. Select Reset column widths.

Sorting Columns

  1. Select a column header.

  2. Select Sort Ascending or Sort Descending based on your needs.

  3. If the column cannot be sorted, those options will not be available.

Add/Remove columns

  1. Select a column header.

  2. Click Configure columns.

  3. Select the columns that you want to display.

  4. Select Update.

  5. Select Restore Defaults if you want to reset to the default column selection.

The following columns cannot be hidden:

  • Checkbox selector

  • Target (Flag)

  • Task

  • Document

  • Status

  • Progress

  • Actions

  • Completed/Checkmark

Configure Column Options

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Configure Column Dialog

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