Customize your team table view
Modify, rearrange, or hide columns in the Teams table to create a personalized view that highlights the most relevant information.
📝Overview
Purpose
- Adjust how columns are displayed in the Teams table to improve visibility or customized to your workflow
Who is this for
- Users who regularly view or manage multiple teams
Pre‑requisites
- Existing teams in the platform
Permissions required
- Manage access to the Teams module
📹Demo walkthrough
💭How‑to guide
Step 1: Open the customize panel
Navigate to the Team module from the side navigation bar. On the Team 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 team 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.