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List view, sorting and columns

LiveFor: All staff

A sortable table for long lists.

Choose Layout > List in Sorting and columns to see work as a table.

Work in List view: a table with columns Name, Client, Related Client Group, Status, In Status, Start, Due, Planned Week, Deadline and Extension.
List view.
  • Columns: Name, Client, Related Client Group, Status, In Status, Start, Due, Planned Week, Deadline and Extension. Firms using queues also see Queue, Queue Position, Current Task Assignee and Current Task Role.
  • Press a column heading to sort by it; press again to reverse.
  • 100 rows show per page.
  • Tick rows to change them together; see Update many jobs at once.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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