TRACKER > How can I view my process dashboard in a table format?
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You can view your Tracker (process dashboard) in two formats:
- Board
- Table
So how do you toggle between the two formats?
- 1
- Go to your Tracker view via the sidebar. This is the default Board view:
- 2
- Select Table or Board.
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The
Table view organizes the templates as categories. All the active processes for those templates will have their own row.
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To view processes for a particular template, please select the desired template from the dropdown list.
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- 3
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Customize your columns (which are the process details) for each template. 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 drop-down list on the top right corner of the table:
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*Coming soon: Edit/Complete a task directly in table view!