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Configure your View in the Meetings Tool

 Also available on  ios-gray-icon.jpg android-gray-icon.jpg 


To configure how meetings are displayed in the project's Meetings tool.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Meetings tool.


  1. Navigate to the project's Meetings tool.
  2. Configure your table view.
    • Configure what fields show on the table.
      1. Click the Table Configuration icon-ag-grid-table-filter-menu.png icon.
      2. Move the toggle to the ON icon-toggle-on.png position for the fields you want to show in the table.
      3. Click the X to save your changes.
    • Configure the order the columns appear.
      1. Click the header for the column that you want to move.
      2. Drag and drop the column in the desired location.
    • Pin columns to remain visible when you scroll.
      1. Click the vertical ellipsis icon-ellipsis-options-menu.png on the column you want to pin.
      2. Click Pin Column.
      3. Select where to pin the column.
        Note: To unpin the column, repeat these steps and click No Pin.
    • Only show the most recent meetings.
      1. Click Filters.
      2. Move the toggle to the ON icon-toggle-on.png position to only show the most recent meeting for each series. 
    • Sort table by column.
      1. Click the header of the column until an up arrow icon-ag-grid-sort-ascending.png appears to sort by ascending.
      2. Click the header of the column until a down arrow icon-ag-grid-sort-descending.png appears to sort by descending.
      3. Click the header of the column until no arrow appears to clear the sorting preference.
    • Group meetings.
      1. Click the drop-down menu to 'Select a Column to Group'.
      2. Click Series to group by meeting series (the first meeting and the subsequent follow up meetings).
        Note: Meetings in the same series have the same ID.
  3. Your view auto saves and will have the same settings the next time you view the Meetings tool.