Table: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
No edit summary
Line 14: Line 14:
==Additional settings for the "Table" list view==
==Additional settings for the "Table" list view==
In addition to settings specific for this type of list, the following standard settings are also available:
In addition to settings specific for this type of list, the following standard settings are also available:
Type of objects displayed in a list
*Type of objects displayed in a list
Object selection parameters
*Object selection parameters
Calendar grid settings (where applicable)
*Calendar grid settings (where applicable)
Google Contacts sync block (if there are contacts displayed in the table)
*Google Contacts sync block (if there are contacts displayed in the table)
List heading color
*List heading color
Open in new tab setting
*Open in new tab setting
Hide field for creating new objects setting
*Hide field for creating new objects setting
Automatically collapse empty lists setting
*Automatically collapse empty lists setting
Task/contact card display
*Task/contact card display
Show totals section setting
*Show totals section setting
   
   
   
   

Revision as of 20:26, 27 April 2020

Choosing Table as the Planner list display type will display tasks and contacts as a table. You can also select which fields to display data from in the table's rows and columns:


H5rkUn.png


Like with other list views, tasks are selected based on the parameters specified and are displayed according to the grouping and sorting set for the given rows and columns:


zl7WsZ.png


Additional settings for the "Table" list view

In addition to settings specific for this type of list, the following standard settings are also available:

  • Type of objects displayed in a list
  • Object selection parameters
  • Calendar grid settings (where applicable)
  • Google Contacts sync block (if there are contacts displayed in the table)
  • List heading color
  • Open in new tab setting
  • Hide field for creating new objects setting
  • Automatically collapse empty lists setting
  • Task/contact card display
  • Show totals section setting


Features of the Table display view

Specific values must be listed for both rows and columns. This means that you can't just indicate "By assignee" — you need to indicate which specific assignees you want to see. Up to 50 tasks will be loaded into each row, and if there are no rows, then there can be up to 150 tasks in a Table. If more tasks meet the filter conditions, you can load them in sections by clicking on the button below the list:


PELaBa.png


Grouped rows can be collapsed:


6EIaza.png


You can drag and drop within a Table, with the same general rules as within a Planner — a task takes on the settings of the "cell" it's dropped into. You can move tasks within a Table or to other lists in the same planner.


Important

The Table view is intended for relatively small numbers of tasks (50 of fewer per row of the table). If there are more than 50 tasks, the table will move slowly. It may seem like there are no tasks in columns, when in fact they just haven't loaded. The selection parameters for this planner list also affect the parameters of tasks and contacts created in it using the quick or advanced method.


Go To