Manage column view

Introduction

In the Overview module, you can:

• make temporary changes to an existing view

• update an existing column view  

• create a new column view

Open

Existing views

At the top, you can find a list of available views. 

Open

You can freely switch between the views, as it won't affect other users.

Temporary changes to the current view

Any user can temporarily modify the current view.

When you make changes to the active (in-use) column view:

• A red asterisk appears next to the column view name:

• When you open the dropdown, you see the current view is modified warning:

Restore

To undo the temporary modifications, use the Restore option:

Edit existing views

To permanently update a column view:

1. Select a view from the drop-down at the top (only an active view can be modified).

2. Add/remove columns.

3. Click the Save icon.

Create a new column view

Edit a current view and use the "save as" option to save it as a new column view.

Box configuration

Full management of the column views, including deleting Views, can be done in the Box Configuration.

Reorder columns

Left-click on the column name (hold the button) and drag the column into a new position. 

Customize columns

Click on the wrench icon next to a column name; an additional drop-down menu will appear. 

Customization options vary depending on the column.

Non-customizable columns:

• Fav

• Icon

• ID

• Name

• Type

Custom column 

Go to Box Columns to create your own custom fields that you can use as columns in the Overview module to see the most important information and metrics related to your Project, Portfolio, or any other type of box you want to manage.