Column Settings

1. Click Columns at the top. In this window you can reorder, remove, hide, add, and edit columns.
   1. To reorder, click and drag the 'waffle' on the left up and down.
   2. To remove, hover over a column, click the red x, and confirm.
   3. To hide, click the toggle on the left the column name.
   4. To edit, hover over a column and click the gear icon.
   5. To add, click Add Column.
      1. Select a Column Type.
      2. Enter a Column Name.
      3. Some column types have additional options like Single Select, Multi Select, and Currency.
      4. Click Save.

 

Single and Multi-select column colors

See  How can I change the color palette for Dashboards or Trackers? for full steps.

 

Renaming a column

1. Double click a column header.
2. Type your new column name.
3. Press Enter.

Reordering a column

Click and drag column headers in the tracker to reorder tracker columns.

 

Column context menu

Right-click in the column header to display a menu of actions for that column.

• Column Settings - This brings you to the same place as clicking the Column button.
• Insert Left - Add a new column to the left of that column. Brings up the Add Column window.
• Insert Right - Add a new column to the right of that column. Brings up the Add Column window.
• Filter by <column name> - This allows you to filter for an operator (such as is, is not, contains) and value.
• Sort by <column name> - This allows you to sort the column alphabetically or in reverse alphabetical order.
• Group by <column name> - This allows you to display like items in groups. 
• Wrap Text- This allows you to wrap the cells around the text.
• Autoresize Column Width - Between each column header is a draggable divider. This option returns the width to its optimal size.
• Pin Column - Freezes a column and moves it to the left or right most column separated by a column border. Multiple columns can be pinned. Select No Pin to return the column to its location.
• Hide Column - Removes the column from view. Click Columns above and toggle the hidden column on to return it.
• Delete Column - Select Delete to confirm. The column information is deleted forever.

Sorting

Click next to a column title to sort data. An arrow indicates ascending or descending. No arrow indicates a default sort.