How to configure list layout in the Follows up?

Updated on December 28, 2020 05:34AM by Admin

The List Layout of the Follow Up activity in Apptivo allows you to configure the desired column sets in any view. Let’s go through the steps to configure the list layout in the Follow ups.

Steps to configure the List Layout

  • In your Apptivo account, go to the Follow Ups. Here, select Settings from the App Header.
  • On the Settings page, select Customize App → List Layouts from the left panel. The List Layouts page will appear on the right side.

  • Select create to create a new layout. A layout called Default is added.
Layout Created

  • To change the name of a layout, hover your mouse pointer over the name. A pencil icon will come into view.
  • You can change the name of the layout and click outside to save the changes.
Edit Name

  • To customize the attribute added to the layout, select the Display dropdown. It will show the attributes present in the Follow Ups.
  • Select the dropdown to add or remove an attribute. You can untick an attribute to remove it from the layout. To add an attribute to the layout, tick an attribute from the dropdown.
Display Dropdown

  • Once the changes are made, go to the Table View page and choose any view. To view the updated layout, select the Display dropdown.
  • The attributes will be displayed based on the selected layout.
Table View