|
|
|
For many panels in Onboarding, including My Tasks, My Group's Tasks, and My Engagements, the panel format can be modified according to your user preferences. Modification options include the ability to select which fields appear on a panel and the field placement order. Once the panel is modified, it can be saved. Each time you return to the panel, it will appear in the format you selected.
Note: Fields marked with an asterisk are required and cannot be removed.
To format table and panel content
Click the Table Settings icon for a panel.
Select one or more fields, then click Add > or < Remove to set the fields to appear on the panel.
Select a field and use the up and down arrows to set its order on the page.
Click Save.
Additional Information
|
|
|
