Customize the project list view
A project view tailored to how you screen: the right columns visible, ordered, and pinned. Persists per user across sessions.
CLIENT-ONLY · How-To
Outcome
Section titled “Outcome”A project table arranged for your screening flow.
Prerequisites
Section titled “Prerequisites”- A project with at least one candidate
Show or hide columns
Section titled “Show or hide columns”- Open the project and click the column settings icon (top right of the table).
- Toggle visibility for each column (profile fields, Intelligence Columns, contact data).
- Close the panel. Changes apply immediately.
[SCREENSHOT: Column settings panel with toggles]
Reorder columns
Section titled “Reorder columns”Click and hold a column header, drag left or right, release.
Pin a column
Section titled “Pin a column”Open the column menu and select Pin. It stays visible during horizontal scroll.
Click a header to sort ascending, again for descending, a third time to clear.
Verification
Section titled “Verification”Close and reopen the project. View settings persist. Pinned columns stay visible while scrolling.
Troubleshooting
Section titled “Troubleshooting”- Changes don’t persist. View settings save to your profile; a connection issue can block the save. Check connectivity.
- Column too narrow. Drag the column edge to widen.
- Column missing. Reopen column settings; it may be toggled off.
Best practices
Section titled “Best practices”- Pin the candidate name and the one Intelligence Column you sort by most. Let the rest scroll.
- Hide columns you never use.
- Order columns left to right in the sequence you actually make decisions.
Related articles
Section titled “Related articles”Still stuck?
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