Find your list of briefs on your homepage when you log in or by clicking “Briefs” on the left sidebar. The brief list includes key information such as stage, location, due date, and more, so that you can keep track of and check the status of your briefs.
There are several ways you can customize your Brief List view to streamline your view and only see the information you care most about.
- Hide and Unhide columns: Select the eye icon in the upper right corner to toggle specific columns off and on based on which information is most important to you.
- Reorder columns: Drag and drop columns into the order you prefer to see them.
- Freeze columns: Make sure the most important columns are always visible as you scroll over. Any columns to the left of the vertical teal line will be frozen in that place. Unfreeze a column by dragging it to the right of the teal line
To add a filter, click on “Add Filter” and select which category you would like to filter by.
Then enter in the data you would like to filter by.
Note: You can apply more than one filter if needed. For example, check which briefs are in the "Complete" stage that were also created between May 1st and May 31st.