Table

Purpose: Compare records in a compact, structured list.

The main columns are:

• Record.
• Module.
• Date urgency.
• Next open date and its date type.
• Responsible person.
• Organisation or person.
• Tags.

Choose columns lets the user hide optional columns. Click the Record, Module, Date urgency or Next open date heading to sort. An arrow identifies the active direction; clicking again reverses it. Undated records remain after dated records when sorting by date.

Table represents one row per record. The Next open date is the record's key unresolved date; use Runway, Timeline or Calendar to see all its open dates.

Click the record title to open its details. On a narrow screen, swipe sideways to inspect additional columns. Sorting applies to the current page when the result spans multiple pages.

Best use

Use Table to compare ownership, identify inconsistent names or tags, check the next dates across many records, or prepare a focused list for a meeting. Keep only the columns needed for the task.

Manage reminders for multiple records

Select record checkboxes, then Manage reminders. Select the whole page or, where offered, Select all matching records. Choose a mix of team members and external contacts, preview the change and apply it.

Use Add to keep existing recipients, Remove to remove selected additional recipients, or Replace to keep only your chosen additional recipients. Record owners stay included. See Bulk reminder management.

The view uses the current filtered page. See Search and saved views to narrow the result.