Custom List Views
- Dakota Martin
'List Views' form an essential part of the Actionstep user interface and can be found wherever a large amount of information needs to be displayed. Lists are useful for sorting, searching, and filtering the data to help you find what you're looking for.
You can export the lists to spreadsheets for even more detailed analysis if required.
If you have administrative permission then you can create any number of custom lists. The custom lists can include the standard list columns as well as columns for any custom data elements that have been defined for the various matter types.
Help Center Resources
Additional Videos
How to create Contact List Views in Actionstep | |
How to create Matter List Views in Actionstep | |
How to create Time Entry List views in Actionstep | |
How to create Disbursement List Views in Actionstep | |
How to create Task Custom View Lists in Actionstep | |
How to create Calendar List Views in Actionstep | |
How to create Custom List Views - Filter & Copy in Actionstep |
Hands-on |
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Create Matter custom list view. Create Time Entry custom list view. Create Task custom list view. Create Expense/Disbursement custom list view. Create Contact custom list view. Create Appointment custom list view. |