PROCESS > How can I view my process dashboard in a table format?

You can view your process dashboard in two formats:

Grid

Table

So how do you toggle between the two formats? 

1
Go to your Processes view via the sidebar. This is the default Grid view: 
2
Select Table or Grid.
The Table view organizes the blueprints as categories. All the active processes for those blueprints will have their own row.

3
Customize your columns (which are the process details) for each blueprint. You can view:
  • Name
  • Progress
  • Status
  • Due
  • Started By
  • Process Owner
  • Starred
  • Start Date
  • Last Updated
  • Assigned
  • Next Step
  • Next Step Assignee
  • Next Step Issue
  • Current Step
  • Last Completed Step

Customize by selecting the pencil icon next to the first column:


*Coming soon: Edit/Complete a task directly in table view!
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us