How to Add / Remove fields in the List Layout for the Tasks?

Updated on August 24, 2021 05:29AM by Admin

In Apptivo, the List Layout feature allows you to add or remove specific fields as per your requirements. If you want to add a field, tick the checkbox of that particular field. Similarly, if you want to remove the field, untick the checkbox. In the Table view, you can view the added fields in the Tasks module. Let’s go through the steps to configure the List Layout.

Steps to configure the list layout

  • Log in to your Apptivo account and click on the Tasks from the left navigation panel.
Home page

  • Select Settings from the App Header.

  • From the Settings page, click on the Customize App → List Layouts from the left navigation panel.
List layout

  • Select Create button to create a new layout. A Default layout is added.
  • To change the name of the layout, hover your mouse pointer over the name. A pencil icon will come into view. Here, change the name of the layout.
Default Layout

  • To add or remove fields in the layout, select the Please Choose dropdown button next to Display. It will display the fields present in the Tasks app.
  • To add a field, tick a field from the dropdown. To remove a field, you can untick a field.
  • Here Name, Due Date, and Assigned To fields are added from Task Details.
Selected fields

  • Once the changes are made, go to the Table View and select the Display dropdown to choose the desired layout.
Table view
  • Now, the attributes will be displayed based on the selected layout.