ProAxis Version 2

Top 5 Advanced Table Tips

These tips are designed to help users get immediate value from Advanced Table Options—especially planners and power users who work in list screens all day.

1. Build a View That Matches Your Workflow

Don’t work around the table—make the table work for you.

• Add only the fields you actually use
• Reorder columns so the most important data is on the left
• Remove visual noise by hiding unnecessary fields

Tip: Create different views for planning, execution, and review activities.

2. Use Inline Editing to Eliminate Extra Clicks

Where permissions allow, edit records directly in the table instead of opening detail screens.

• Update statuses, dates, or key fields inline
• Move quickly from row to row using the keyboard
• Save time during high‑volume updates

Tip: Combine inline editing with keyboard navigation for maximum speed.

3. Save Views and Share Them with Your Team