Feature: Manage task grid details layouts, folders, and sub-folders.
Use: Customize the file structure for easy recall and access to task details grid layouts.
Prerequisites
Know how to create a custom layout for the task details grid.
Loading a layout window
Open a layout window to view and manage the folder/file structure of the task grid details layouts. There are two ways to open the layout window:
from the task grid and
from the task grid details table.
From the task grid
Go to the side menu and select Tasks > Views Tasks.
In the popup, click the Load Task(s) button. The task grid displays.
Click the Load Tasks / Layout button on the toolbar. A popup displays.
Click the Saved Layouts button. The Load Layout window displays. Right-click a folder or file to open a menu and move files into folders. (see below)
From the task grid details table
Go to the side menu and select Tasks > Views Tasks.
In the popup, click the Load Task(s) button. The task grid displays.
Click the plus (+) icon in the toolbar to expand all folder(s) and display task type subfolder(s). Optionally, click the arrow icon in a row to expand one folder.
Go to an expanded folder and click the plus (+) icon. The task grid details table displays in a new window.
Go to the toolbar and click the Save icon. The Save Layout popup displays. Right-click a folder or file to open a menu or move files into folders. (see below)
Managing folders
Right-click a folder to display a menu. Rename an existing folder or add a new folder. You can also delete a folder.
To create a folder, enter a name and click the checkmark to save.
To add a subfolder, create a folder and drag it into an existing folder.
Managing files
Right-click a file to delete a layout or change its name. To move a layout, drag and drop the file to a folder location.
