Manage Task Navigator Layouts

You can use a layout to determine how a filter result is displayed in the activity navigator. In addition to a global standard layout, you can define a specific layout for each filter and workspace.

You can use layouts to define how items are displayed in the table-based views of the activity navigator. You or other users can refer to layouts to quickly restore your preferred layout.

There are four types of layouts:

• A default global layout is usually defined by a system administrator. This layout is used when there is no filter-specific or workspace-specific layout. It can always be assigned.

• “My Default Layout” is a personal layout of the user, which they can apply to each filter result. This layout exists once for each user and can be freely defined by them.

• “My Default Layout (Local)” is a personal layout of the user, which is bound to a computer and browser. For example, the user can define a layout on the computer in the meeting room that is adapted to the screen available there, while they work in their office with the regular standard layout.

• A workspace-specific or filter-specific layout appears when a workspace or filter is selected in the Task Navigator. A bucket administrator can set default layouts for their workspaces, which can then be applied by any user.

Create layouts

• Create a list of items by running a filter in the Item Navigator.

• Arrange the columns, groupings and sorting as you wish.

• Click the “A” button to make the column selection, grouping options and layout management (“B”) visible.

• Under the “B” button, click the “Save Layout As” selection and save your layout in the desired category.

Apply layouts

• Click the “A” button to make the layout management button (“B”) visible.

• Select the desired layout around the submenu of “B” and apply it.