How to customize the List Layouts in the Projects App?

Updated on June 14, 2022 06:09AM by Admin

List Layout of Apptivo allows you to customize the layout of the records that helps to arrange the information of the records as per your business preferences. It guarantees the exact data by removing redundant information. The Projects app of apptivo allows you to manage all of your projects without any hassle. You can have all the information about your projects using one app.

Steps to customize the List Layouts:

  • Log in and access the Projects App from the universal navigation bar.
  • Click on the More(...) icon and select Settings.
Projects - Settings
  • On the Settings page, Go to Customize App → List Layouts → Web. You can see the list layouts available for the Projects App in the right panel.
  • You can create a new Layout by clicking on the Create button.
Projects - Create LL
  • Select a list for customization. Here, I have chosen the created layout.
  • Click on the Default name to change the Name of the layout. Here, I have renamed it "Project Details". It will save automatically on clicking outside the Edit area of the name.
Projects - Edit Name
  • Now, select Display from the right corner of the list.
  • You can see the set of attributes present in the Project Information list is selected by default in the Display section. To remove a particular attribute, you can untick the particular attribute from the Display section.
  • You can also select the new attributes from Display to add them to the list.
Projects - Display
  • Here, I have removed the Assignee Type from the Display section and added the Project Manager.
Project - Tick Untick
  • Navigate to the Show All page in the Projects App. Click Display’s layout dropdown and select Project Details.
Projects - Overview Project Details
  • You can see the updated list for all the records based on your customization.
Projects - Final Page