How to Add and Remove Columns, Customize and Personalize GreenFolders Tabs
Adding and Removing Columns
Just when you thought it couldn’t get any easier!
Configure the GreenFolders home screen to show more information at a glance. The Home Screen has five standard
Saved Searches. These searches or “Tabs” are; “Folders”, which provide information about folders assigned to you,
“Group Folders”, folders assigned to your group/team, “Tasks”, see all tasks assigned to you, “Group Tasks”, see tasks
assigned to your group/team and “Created Tasks” tasks that you have assigned to other users or Groups. Each of these
Tabs has several default columns that provide basic folder or task information.
To change/customize which columns to display, follow the instructions below:
1. Select the tab that you would like to customize (Folders, Group Folders, Tasks, etc.)
2. Click the “Columns” button, located in the upper right hand area of the Home Screen.
3. In the “Configure View” window select the items you would like to show/remove as columns from the list, by
placing/removing the checkmark in the box next to the item you would like to select or de-select, then click “OK”.
4. To change the order of the columns on the home screen, simply click on the Column Header and while holding
the left mouse button, drag the column to the desired position and release the mouse button.
5. Note: Once you figure out the view you like. You can use the "Load Settings From" dropdown within the Columns Configure View section to match the settings from folder tabs to other folder tabs and task tabs to other task tabs.
Please contact Title iO Technical Support at 801-290-8585 ext. 2 or support@titleio.com for further assistance. Title iO, LLC and its successors and assigns makes no express or implied warranty respecting the information presented and assumes no responsibility for errors or omissions.