Customize Table, Calendar, and Kanban Views

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Set the View Width and Height 

Adjust the width and height of each view to customize how it is displayed in the To Do Tasks page.

Step 1: Log in to your agent dashboard and click the To Do Tasks icon at the top right-hand side of the interface.



Step 2: Click the Customize Views button.



Step 3: Click the box under the View Width column for the view whose width you want to configure. 

For demonstration purposes, we will set the width of the Table view.   



Step 4: Select the width as required: Full or Half Screen.



Step 5: Click the Save button to apply the changes.



The Table view will be displayed using the configured Half Screen width. 



In the same way, you can also set the height of the view as needed. Now, we are setting the height of the view to Full Screen Height.

After saving the changes, the selected view will be displayed using the configured height. 

Set the View Order

Reorder the available views to control the sequence in which they appear in the To Do Tasks page. 

Step 1: In the Customize Views page, click and hold the double ellipsis icon next to the view you want to reorder, then drag and drop the view where you want it in the list. 
  


Step 2: Click the Save button to apply the changes.



The view order will be updated as configured.