Customizing Workflows
Learn how to edit, add and rearrange fields, views, filters and more.
Fields
- Add a New Field
- Edit Values in Tag Fields
- Rearrange Fields
- Supported Field Types
- Remove a Field
- The Primary Assignee Field
Views
- Types of Views: List, Board, Calendar, Table
- Add a New View
- Add a Table View
- Show or Hide Fields in a View
Work Orders: Filters & Views
- Table View and List View: Filter and Sort
- Table View and List View: Create Grouped Sections
- Search text fields inside a Workspace
- Table View and List View: Filter/Search Text fields
- Table View and List View: Save Filters/Sorting/Grouping
- Filter Work Orders