Lists and tables

You'll learn how to use some basic features that will help you to quickly find what you need and change what you see in a > task list or table.

To see it all in action, watch the Working with lists and tables video lesson (5:00) .

Overview

Lists

In Ajera > tasks, much of the work you do begins with a list. For example, the Employee List window displays a list of your employees. You use the list to add or delete employees, or to open information for a particular employee so you can change it.

Different types of lists show different types of information and therefore have different features.

Tables

Often, detailed information appears in a > task table. For example, client invoices appear in a table, where you can easily work with the information.

Find a name or description quickly

On > task list windows with names or descriptions, such as the Employee List window, simply begin typing the name or description.

Ajera highlights the best fit for the name or description.

Change the order

When you see these arrows on a > task list window, the order of items in the list determines the order that they print on invoices and reports. You'll often see these arrows on task lists where you set up information. Any change you make to the order remains in effect until you change it again.

To change the order of an item, click it and then click the arrow.

Use buttons - a refresher

As you learned earlier in this lesson, use these buttons on > task list windows and tables to do the following:

  • Show or hide columns by clicking (Customize). This change remains in effect until you change it again.
  • Change the information you are currently viewing by clicking (Change View). This change remains in effect until you close the window.
  • If you are working with multiple users or have multiple sessions running, update the list with the most current information by clicking (Refresh).

Sort by a column

You can sort > task lists and tables according to the information in a column. For example, you may want to see client names alphabetically, or invoices from highest to lowest amount. This type of change remains in effect only until you close the window.

Limit, or filter, information

In > task lists or tables, you may want to have fewer items so you can concentrate on exactly what you're looking for.

For example, you want to see invoices for only the Lightrail project. Here's how you would do it:

To see all the invoices again, you would right-click the column heading and click Clear Filter.

This type of change remains in effect only until you close the window.

View only items with a particular status

For example, you may want to see only active employee types.

In > task list windows, in the status column heading, click and make a selection.

Note: If there is no status column, either it does not apply, or it is an additional column you can add using (Customize).

This type of change remains in effect only until you close the window.

Resize columns

It's easy to resize columns in a > task list or table.

To Do this

Resize a column

Click and drag the right boundary on the column heading until the column is the width you want.

Resize a column to fit the widest row

Right-click the column heading, and click Best Fit.

Resize all columns to fit the widest rows

Right-click any column heading, and click Best Fit (all columns). The new column widths are permanent and can be changed only using Best Fit (all columns) option.
Note: The effects of the Best Fit and Best Fit (all columns) options are permanent until you use the option again. When you resize a column by dragging a border, the change remains only until you close the window.

Grouping like entries together

There are times when you may want to see information in a > task list or table organized in a specific way. For example, you may want to see all client invoices organized by client or all timesheets organized by pay period.

Here's how you do it:

  • Right-click the column heading, and click Group by this field.

In this example, on the Client Invoice List window, after right-clicking the Client column and clicking Group by this field, the list is grouped by client:

Here is the list after you click the plus sign to expand the client information:

To return to the standard view, right-click the column heading and click Ungroup.