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