Save Summary table columns as presets

Create a new column preset

1. In the Activities section, set the Timeline/Summary toggle to the Summary setting.

2. Click Configure Columns, and use the Configure Columns panel to customize the columns in the Summary table. After you modify the column configuration, a badge is displayed on the Column Preset Options button to indicate that you can save the column configuration as a column preset:

   

3. Click Column Preset Options. The Preset Options panel opens.

4. Type a name for your new preset into the Column Preset Name field.

5. Optional: If you are an administrator, you can set the new preset to be available to all users in your Uptempo instance:

   • Click Only for me on the Preset Name field, then select For my organization instead.

6. To finish creating your new column preset, click Save as new. The Preset Options panel closes, and your new view now appears in the Select Column Preset menu:

   

You have saved your custom column configuration as a column preset, and can now select the column preset at any time to apply the saved column configuration.

Copy an existing column preset

1. Apply the column preset you want to copy (see Apply column presets).

2. Click Column Preset Options and enter a new name into the Column Preset Name field.

3. To finish copying the column preset, click Save as new.

The resulting column preset will have the same column configuration as the column preset it was copied from, and you can use this as a base to make additional changes (see Edit column presets).

Apply an existing column preset

1. In the Activities section, click the Select Column Preset menu to see available column presets. Column presets are displayed in two sections:

   My Presets

   Lists personal column presets that you have created yourself. If you have not created any column presets yet, this section is hidden.

   Organization Presets

   Lists column presets created by administrators for all users in your Uptempo instance. This section is always visible.

2. Click on the column preset you want to use to apply it.

The column configuration saved in the preset is immediately applied to the Summary table.

Rename a column preset

1. In the Summary display mode, use the Select Column Preset menu to select the column preset you want to rename.

2. Click Column Preset Options. The Column preset options panel opens.

3. Type the new name for the column preset into the Column Preset Name field.

4. To apply your changes, click Save changes.

You have renamed the column preset, and it will be displayed in the Select Column Preset menu under its new name.

Change a column preset's saved column configuration

1. In the Summary display mode, use the Select Column Preset menu to apply the column preset you want to modify.

2. Click Configure Columns, and use the Configure Columns panel to customize the columns in the Summary table. After you modify the saved column configuration, a badge is displayed on the Column Preset Options button to indicate that there are unsaved changes.

3. Click Column Preset Options. The Column preset options panel opens.

4. To save the new column configuraton to the selected column configuration, click Save changes.

You have changed the column preset's saved column configuration, and the new column configuration will be used whenever you apply the column preset from now on.

Change a column preset's type (for administrators)

As an administrator, you can change a column preset's type from Only for me to For my organization (and vice versa).

1. In the Summary display mode, use the Select Column Preset menu to select the column preset for which you want to change the type.

2. Click Column Preset Options. The Column preset options panel opens.

3. Click the currently set column preset type ( Only for me or For my organization) beside the Column Preset Name field. Click the view type that is not currently selected to change to it.

4. To apply your changes, click Save changes.

Delete a column preset

1. In the Summary display mode, use the Select Column Preset menu to select the column preset you want to delete.

2. Click Column Preset Options. The Column preset options panel opens.

3. Click Delete preset.

4. To permanently delete the column preset, click Delete in the confirmation dialog.

The Summary table reloads with the next available column preset applied (if any), and the deleted preset no longer appears in the Select Column Preset menu.

Link a column preset to a view

1. In the Activities section, use the Select View menu to select the view you want to link to a column preset.

   • You can do this in either the Timeline or Summary display modes.

2. Click View Options. The View Options panel opens.

3. Click Link a column preset to this view. The Linked column preset menu is displayed.

   

4. Use the Linked column preset menu to choose the column preset you want to link to the selected view.

5. To finish linking the column preset to the view, click Save changes.

The column preset is linked to the view. When you select this view, the linked column preset will also be applied automatically.

Unlink or change the linked column preset on a view

1. In the Activities section, use the Select View menu to select the view on which you want to unlink or change the column preset.

   • You can do this in either the Timeline or Summary display modes.

2. Click View Options. The View Options panel opens.

3. Click Link a column preset to this view. The Linked column preset menu is displayed:

   • To change the linked column preset: Use the Linked column preset menu to select the new column preset you want to link to the view.

   • To unlink the currently linked column preset. Click Remove on the current selection in the Link view to column preset menu.

4. To apply your changes, click Save changes.

You have unlinked or changed the column preset on a view. Your changes take effect immediately.