You are in full control over what information you first see when viewing the participation lists on your timekeeper and matter detail pages!
📽️ Check out this quick video on how to set the columns.
⬇️ Below the steps are outlined with descriptions and screenshots.
NOTE: Participation List Default Columns are Organization Wide!
To set your Default Columns for your participation lists, head your Insights Settings.
From here, navigate to Display Settings and select Participation List.
Within the Participation List Settings you will be able to toggle between the Timekeeper Detail Page and Matter Detail Page. When you click into either section, you will have the ability to select the following:
What columns you want to see when you look at a detail page;
What order in which you would like these columns to appear; and,
How you would like these columns sorted.
Once you have made these selections, click Save Default Columns and these will be your new default views for all participation lists.
NOTE: When viewing Participation Lists within a Timekeeper or Matter Detail page, you can always add, remove, reorder and filter out columns as you like. These changes, however, will not persist unless they are updated within your Insights Settings.