How to Add, Remove, Rearrange, and Group Columns

🔒 Note: This capability requires assignments (read or admin) permissions to access. Learn more here

Work List's column chooser feature enables you to customize your list by selecting a combination of data objects. By adding columns for different data objects, you can efficiently manage your work and create a clear view of your tasks.

In this article, we will explain how to add and remove columns and refine your table by reordering, resizing, and grouping — to create a customized view that perfectly suits your needs.

Click any of the following links to skip ahead:

• Add or Remove a Column
• Reorder and Resize Columns
• Group Columns
• Column Options for Worklist
  • Standard Column Options
  • Custom Column Options

Add or Remove a Column

You can add or remove any number of columns from various data objects. Display only what is important to you, and stay in control of your data.

To add new columns to your table:

1. Click columns. This will open up a column chooser, which lists the columns that can be added to the table.

   Note: you can move and resize the column chooser to make it easier to see

2. Drag the column you want from the list into the table at the position where you want it to appear

The new column will now be added to your table.

You also add more specific columns to the column chooser list with custom columns. Learn more here.

To remove a column from your table by:

1. Drag the column from the table back into the column chooser list

The column will be removed from the table and returned to the column chooser list. You can add it back to the table at any point in the future.

Reorder and Resize Columns

You can further adjust your columns by reordering and resizing until the layout looks just right.

To reorder or reposition your columns:

1. Click and hold the column header and drag it to your new desired position

To resize a column:

1. Move your cursor to the right edge of the column until the resize indicator appears.
2. Click and drag the column to the left or right to resize it to the desired width.
3. Release the mouse button when you are satisfied with the new column size.

Group Columns

Grouping allows you to group rows by one or more columns of your choice. This can help you better analyze and understand data by seeing related items grouped together. Common uses include grouping by status, assignment type, assignment point, or parent assignment.

Note: Not all columns support grouping

To group a column:

1. Drag the column into the left grouping area

This will cause the data in that column to be grouped together, with the groups collapsed by default. To see the individual items within each group, you can expand the group.

To add multiple grouped columns:

1. Select the additional columns that you want to group together
2. Drag the selected columns into the left group area
3. To change the hierarchy order of the grouping, drag the columns left or right within the group area until they are in the desired order.

To remove columns from grouping:

1. Select the grouped column from the group area and then drag it back into the table to the position where you want it to be or directly into the column chooser list.

Column Options for Worklist

💬 Note: This section refers to Assignments and Assignment Points.  Depending on your label alias configuration these might display differently in your tenant. Learn more here

The column chooser for the worklist allows you to add various columns to create a view tailored to your personal needs. Below is a list of both standard and custom columns that you can choose from, along with their respective functions.

Standard Column Options

Below are the standard column options currently available:

*These columns are only usable on request. Please contact support@obzervr.com to request these columns.

Custom Column Options

Aside from the standard set of columns, the work list also supports custom columns. These columns allow you to surface more information that isn’t available in the list of columns. Learn more here.

Below are the custom column options currently available: