Table View

Table View allows a user to view and edit both Teams and roles in a spreadsheet like format.

Fields in the table are inline editable. Rows can be dragged and dropped for quicker nesting of Teams and roles.

Opening a Team row will display the sub teams and roles within that Team for additional context.

Teams and Roles can be added using the + Add Team and + Add Role buttons at the top right corner of the page.

You can edit the fields shown in the columns by clicking the Edit Fields button represented by this icon This open the edit fields drop down menu. From the menu you will be able to add, remove, toggle on/off and edit the fields. By dragging and dropping them you change the order of the fields. Clicking the iconrepresenting a Refresh button will return the fields in to default settings.

You can filter through your Teams with the Filter button shown as a funnel icon Filters will help you refine your tables by field name, assignees, status, template or allocation. The options are the fields that are shown in the table as columns. You can select the logic from the second container including Contains, Does not Contain, Is Empty or Is not Empty. You can add more filters by clicking the + Add Filter button.

When you hoover over a row form the table, the three hidden buttons will appear.

Add a Role to This Team : Short cut for "Add a Role to This Team"

Add a Team Below : Short cut for "Add a Team Below"

Drop Down Menu : This is the menu where you can manage the rows depending on type of the object the row contains.

Team Menu;

• Add a Role to This Team : Will add a role under the selected Team

• Add a Sub Team to This Team : Will add a sub team under the selected Team

• Add a Team Below : Will add a Team at the same level of the selected Team.

• Open : Will open the profile page in a side panel for the selected team.

• Move : Will open up a modal for you to select the new team that the selected team will move under.

• Share : Will get you a sharable link to the selected team' profile page.

• Archive : Will archive the selected team.

• Delete : Will delete the selected team permanently.

Role Menu;

• Add a Role Below : Will add a role at the same level with the selected role.

• Open : Will open the profile page in a side panel for the selected role.

• Move : Will open up a modal for you to select the new team that the selected role will move under.

• Duplicate : Will create a duplicate of the selected role under the same team with a (duplicate) tag in its name.

• Share : Will get you a sharable link to the selected role' profile page.

• Archive : Will archive the selected team.

• Delete : Will delete the selected team permanently.