Edit the Current Tab Layout

Each user can create a custom view of the Engagements and Tasks tabs. Options include selecting the order of the panels as well as whether each panel initially appears expanded or collapsed by default.

To edit the layout of the Engagements and Tasks tabs

  1. From the respective tab, click the Edit Current Layout Link at the top of the page.

  2. Select the order of the panels.

  3. Select the default state, either Opened or Closed, for each panel.

  4. Click Save.

Additional Information

Manage Table Settings

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Frequently Asked Questions