Customize reporting lists with layout templates
In this video, you will learn how to:
- Navigate to the report list settings in a layout template
- Remove filters, views, and groupings
- Add filters, views and groupings
Set list defaults
Setting default filters, views, and/or groupings for users gives them quicker access to vital information that can move work forward, faster.
As a system or group administrator, you can determine what users initially see when looking at a list of projects, tasks, issues, etc., by setting a default filter, view, and/or grouping through a layout template.
NOTE
Although a default filter, view, and/or grouping can be set up, the system is sticky and will show whatever filter, view, and/or grouping was last used by the user.
If you want to set a list default, you can either:
- Hover your mouse over an option already listed and click Set as default.
- Or add a custom filter, view, or grouping and check the box next to Set default.
Once done, you’ll see the Default tag.
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