Adding Columns to Autotask Views
This guide provides step-by-step instructions on how to add columns to Autotask views. By following these steps, users can easily customize their views to display the specific information they need, improving efficiency and productivity in managing their tasks and projects.
Samantha Cartwright
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4 steps
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10 seconds
Autotask
1
Within the table view, click on the grid icon to bring up the "Column Chooser".
2
Select the Column you want to add.
alert ordinal icon
If the column is a UDF, these will appear at the bottom of the list.
3
Click on the ➡️ to move across to the active columns. (You can click on ⬅️ if you want to remove any columns from view here too).
4
Click "Save & Close".