Configure your View in the Meetings Tool

Objective

To configure how meetings are displayed in the project's Meetings tool.

Things to Consider

• Required User Permissions:
  • 'Read Only' level permissions or higher on the project's Meetings tool.

Steps

1. Navigate to the project's Meetings tool.
2. Configure your table view.
   • Configure what fields show on the table.
     1. Click the Table Configuration  icon.
     2. Move the toggle to the ON  position for the fields you want to show in the table.
     3. Click the X to save your changes.
   • Configure the order the columns appear.
     1. Click the header for the column that you want to move.
     2. Drag and drop the column in the desired location.
   • Pin columns to remain visible when you scroll.
     1. Click the vertical ellipsis  on the column you want to pin.
     2. Click Pin Column.
     3. Select where to pin the column.
        Note: To unpin the column, repeat these steps and click No Pin.
   • Only show the most recent meetings.
     1. Click Filters.
     2. Move the toggle to the ON  position to only show the most recent meeting for each series. 
   • Sort table by column.
     1. Click the header of the column until an up arrow  appears to sort by ascending.
     2. Click the header of the column until a down arrow  appears to sort by descending.
     3. Click the header of the column until no arrow appears to clear the sorting preference.
   • Group meetings.
     1. Click the drop-down menu to 'Select a Column to Group'.
        
     2. Click Series to group by meeting series (the first meeting and the subsequent follow up meetings).
        Note: Meetings in the same series have the same ID.
3. Your view auto saves and will have the same settings the next time you view the Meetings tool.

See Also

• Search and Filter Meetings
• View a Meeting