How do I adjust the default briefs/form layout?

Within the briefs/forms display, the default layout can be amended to your individual preference - List, Card, Calendar or Kanban.

1. Navigate to the briefs/forms in your platform and select the required one (not the individual record)
2. Select the Switch layout icon in the upper right hand side of the page. 
3. Select the preferred layout options:
   • Sort layout - display options: 
     • Alphabetical 
     • Date Created - original creation date 
     • Last Updated - original creation or edited date
     • Sequence ID - brief/form unique identifier
     • Oldest First - oldest date appears first
     • Most Recent First - most recent date appears first
   • Switch layout - display options:
     • List - single page view of individual records
     • Card - thumbnail page view of individual records
     • Calendar - calendar page view by day, week, month, quarter or annual options
     • Kanban -  board page view by predefined options i.e. status, assignee, priority and/or task

Key Points:

• There is no requirement to Save
• Users can switch between the display options as preferred
• The layout will remain applied for any future activities whilst logged in the same session
• The layout does not become your default

Further information - click here