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Configure how results appear

Open Display from a record or project list.

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Columns

Choose which fields appear and arrange them for the task. A diligence view might emphasize source and risk fields, while an outreach view may prioritize owner and assignment fields.

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Sorting and grouping

Sort by a supported field in ascending or descending order. Group records by a compatible property such as status, priority, or assignee.

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Table and board layouts

Use the table for dense comparison. When the selected record type and grouping support it, use the board to review and move work across categories.

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Personal changes and defaults

Temporary display adjustments affect your current working state. Save the view to preserve the configuration. Where permitted, admins can also set useful defaults for other workspace members.