Within the Planning module in Recurrency you have the ability to configure and reorder the columns displayed to you at any time. You also have the ability to configure and reorder sections within the Item Side Panel. This customization feature allows you to tailor your view to better suit your workflow and preferences.
Accessing and Using Column Configuration
1. Open the Column Configuration Menu
To begin customizing your columns in the Planning module, click on the Column Configuration button. This will open the configuration menu where you can manage your column preferences.
2. Select/Deselect and Reorder Columns
Select or Deselect Columns: To include or exclude a column from your view, simply check or uncheck the box next to the column header name.
Reorder Columns: To rearrange the order of columns, click on the dots next to the checkbox of the column header and drag it to your desired position. Columns in the “Visible” section will be shown in your view, while those in the “Hidden” section will not.
3. Save Your Configuration
Once you have arranged your columns as desired, click the Save button at the bottom right corner of the Column Configuration window. If you want to revert to the default settings, click Reset to Default.
Accessing and Using Item Side Panel Configuration
1. Open the Side Panel Section Configuration Menu
To configure the sections within the Item Side Panel, click on the gear icon located at the top right of the Item Side Panel.
2. Select/Deselect and Reorder Sections
Select or Deselect Sections: To choose which sections are visible or hidden, check or uncheck the box next to each section name.
Reorder Sections: Drag the section up or down using the dots next to the checkbox to rearrange their order. Sections under the “Visible” header will be shown, while those under the “Hidden” header will not.
3. Save Your Configuration
After adjusting the sections to your liking, click the Save button at the bottom right corner of the configuration window. To reset to default settings, click Reset to Default.
Why Use Custom Configurations?
Customizing the columns in the Planning module and sections within the Item Side Panel is crucial for optimizing your productivity. By tailoring your view to display only the information you need, you eliminate unnecessary distractions and focus on what’s most relevant. This personalization not only streamlines your workflow but also enhances your overall efficiency, as you can quickly access and manage your data in a way that best suits your individual needs and preferences.