Tables Feature

Objective:

Video HERE

Key Steps:

1. Accessing Table Features:

• Navigate to sections in your instance where a list is displayed.
• Locate the table with features such as a Search field, Filters, and Table column settings.

2. Customizing Table Columns:

• In the table column settings, edit the order of columns.
• Choose which columns to display or hide on the table.
• Adjust the width of each column for a preferred view.

3. Filtering the List:

• Click on the filter button to reveal options like status, agent, and tags.
• Filter out multiple values as needed.
• Use the "clear all" button to remove all filters (note: this does not affect the table column settings).

4. Sorting the List:

• Sort the list by clicking on the arrow next to a column name.

Cautionary Notes:

• Ensure that any changes made to table column settings are necessary and do not disrupt the overall functionality of the table.

Tips for Efficiency:

• Familiarize yourself with the different features available in the table to optimize data management.
• Regularly review and adjust column settings and filters to meet specific data viewing needs.
• Utilize sorting options to quickly organize and locate information within the table.