Customising the Task Table

In this tutorial you will learn how to alter your Task Table settings

Step-by-Step Guide

Setup

Tasks

Step 1

Go to 'Tasks'

On the left sidebar, click 'Tasks' to go to the Task table

Step 2

Click 'Settings'

In the top right corner, just above the Task table, click 'Settings'

Step 3

Go to 'Columns' tab

Along the top of the menu that opens, make sure you are on the 'Columns' tab

Step 4

Select/Deselect All

Using the 'Select All' option at the top of the list, you can either select all options, or deselect all options

Step 5

Select Items

To select/deselect columns to show on the scheduler, click the tickbox next to each item

Step 6

Re-order Columns

To re-order the order columns are show on your Task table, use the icon beside the tickbox, and simply drag the columns in the order you'd like them to be displayed (with columns at the top of the list being shown first)

Step 7

Apply Column changes

Once you're happy with your column setup, click the 'Apply Changes' button in the bottom right. You will then be taken back to the scheduler where your new column selection and order will be applied

Step 8

Edit Display Settings

Click the 'Settings' button again, and navigate to the 'Display' tab

Step 9

Select Number of Rows to show

Now, select how many rows you'd like to show on the Task table. For a fixed number of rows, select a button on the top row. Selecting a fixed amount will mean you have to scroll down to see all the rows in your table. To avoid having to scroll, use the 'Fit to Screen' option on the bottom row. Once you've selected an option, you will be automatically returned to the Task table

Step 10

Return to Task Table

Your Task table will now be set up with your Column and Display settings

Related Courses

Lanes Group Essentials

Understand the Essentials for Lanes Group, Scheduling, Intracompany, Invoicing and more...

View Course

→