How to: Edit fields in project or worklist grid view

Editable grids allow you to quickly update project information directly from a grid view without opening each individual project or deliverable. This makes bulk updates and quick edits faster and more efficient.

What can be edited?

Currently, the following field types can be edited directly within a grid:

• Text fields
• Dropdown lists
• Multi-select fields

Other field types must be edited within the project details page.

How to edit a field in the grid

• Editing is simple and requires just a few steps:
• Navigate to Projects or Worklist in the side menu
• Locate the field you want to update
• Double-click the field to activate edit mode
• Make your change:
  • Type directly into text fields
  • Select an option from dropdown lists
  • Choose one or more options for multi-select fields
• Click anywhere outside the field to save

The update is saved automatically when you click out of the field.