Edit columns

Most tabular screens in Manager.io allow you to customize which columns are visible. This is an excellent way to adapt Manager.io precisely to your business requirements.

Editing columns

To customize which columns appear in a tabular screen:

1. Click the Edit columns button located at the bottom-right corner of the screen.

   Edit columns

2. On the Edit columns screen, select the columns you wish to display by checking the corresponding boxes. Additionally, you can rearrange columns into your preferred display order by dragging and dropping them.

3. When you are finished selecting and arranging columns, click the Update button at the bottom of the page to save your changes.

   Update

Recommendations

• Choose columns that consistently hold importance for your workflow. Starting with fewer columns can make navigation simpler and more efficient at first.
• This feature integrates seamlessly with custom fields, letting you display your own customized information alongside default data. To learn more, see the Custom Fields guide.
• If you require different column layouts for various scenarios, consider utilizing the Advanced Queries feature. Advanced Queries enables you not only to pick specific columns, but also to filter, sort, and group them according to your needs. For further details, refer to the Advanced Queries guide.