Customize your table view

Modify, filter, and save table layouts to focus on the most relevant information for Staff, Teams, Programs, or Projects, creating a personalized and reusable view.

📝Overview

Purpose

Adjust how tables are displayed, filtered, and saved across Staff, Teams, Programs, and Projects to improve visibility and workflow.

Who is this for

Users who review, manage, or report on multiple entities and want a personalized table layout

Pre‑requisites

Existing records in the module

Permissions required

View access to Staff, Teams, Programs, and Projects tab

📹Demo walkthrough

💭How‑to guide

⚠️ Important Reminders

Customizing table views follows the same steps across Staff, Teams, Programs, and Projects
Other modules support table customization, but available options can vary
Field options may differsince custom fields are configured at the module level
In this guide, we are using the context Projects module as an example

Step 1: Open the customize panel

Navigate to the module from the side navigation bar of which you want to customize your view. On the Projects module, click on the Customize button on the upper right corner to open the customization panel

Step 2: Configure your columns

Once the customization panel appears, you can adjust how columns appear in the projects table, taking note, changes reflect instantly:

Pin columns – drag a field into the Pinned columns area to keep it fixed on the left side of the table, similar to Freeze Panes in Excel, so it remains visible while scrolling
Hide or unhide columns – control which project fields are visible in the table using the 👁 icon

💡 Note: Hidden columns are also removed from filter criteria, so you will not be able to filter by that field unless it is visible

Rearrange column order – drag fields to change the order in which columns appear in the table

Step 3: Save changes to the current tab

Changes made in the customization panel are temporary until you update the current tab view.

To save the configuration:

Click on Save Changes
Select update current tab to store the new layout

💡 Note: You can also save the configuration as a new tab instead of updating the current one. See Manage customized Project tabs for more details.