Managed Columns in Quickly enable you to customize your data view, allowing you to display the information that matters most to your business. By selecting and arranging columns according to your preferences, you can gain valuable insights and streamline your workflow. This guide will walk you through the steps to manage your columns effectively.
Step-by-Step Guide
Step 1: Navigate to the Relevant Section
Once you’re logged into your Quickly account, locate the main menu on the left side of the screen.
Click on the section where you want to manage columns, such as "Projects," "Tasks," or "Billing."
Step 2: Access the Column Management Feature
In the selected section, find the "Settings" or "Customize" button. This is usually located at the top of the page.
Click on it to open the customization options.
Step 3: Choose Your Columns
A list of available columns will be displayed. This list includes all the data fields you can choose to display.
Check the boxes next to the columns you want to include in your view.
Uncheck the boxes next to the columns you want to hide.
Step 4: Arrange the Columns
Click and drag the selected columns to arrange them in your preferred order.
The arrangement you choose will determine how the columns are displayed in your data view.
Step 5: Save Your Settings
Once you have selected and arranged your columns, click the "Save" or "Apply" button to save your settings.
Your customized view will now be displayed, showing only the columns you selected in the specified order.
Tips and Best Practices
Regularly Update Columns: Periodically review and update your column selections to ensure they align with your current business needs.
Use Relevant Columns: Focus on displaying columns that provide the most value and insights for your specific tasks and projects.
Optimize for Clarity: Arrange columns in a logical order that makes it easy to read and interpret the data.
Conclusion
Managed Columns in Quickly provide a powerful way to customize your data view, enhancing your ability to analyze and act on important information. By following these steps, you can tailor your workspace to better meet your needs.