Views
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      3. Views

      List View

      The List View is a way of looking at a list of Items in KaiNexus. With this view, you can add and remove columns to control which information is displayed for each Item.

      The List View is fully customizable. You can add, remove, and rearrange columns to show any combination of information you want. By default, the following columns will appear:

      • Status: The status will be written out and will also be indicated by the color of the bar next to each Item.
      • Template
      • Title
      • Key People: The most important team role (as determined by the Item's Team Type and current status) will be listed along with all the users in that role.
      • Key Dates: Each Item's last updated date and one additional key date will be listed. The additional key date is chosen based on the Item's current status. For example, active Items' due dates and completed Items' completed dates will be shown.

      Working with the List View

      • When in the List View, click any of the listed Items to open it.
      • Quickly edit an Item. You can edit Items by clicking on the specific column of data that you want to update, by clicking the ellipsis icon that appears when hovering over the Item you want to update, or by right-clicking the Item you want to update.

      Two Line OfieFor more information on using the editing Items directly from a list, check out this article.

      • To open an Item in a new tab on your browser, right-click its name, then click Open in a new tab in the resulting drop-down menu.
      • To copy the direct link to an Item, right-click its name, then click Copy Link. The link will be copied to your clipboard.

      Configuring the List View

      To configure how Items are represented in the List View:

      • Click the filter icon near the top of the list. If you do not see this option, you may need to first click Filters to expand the list's filters.

      An Item List with an arrow pointing to the Filter icon

      • In the resulting window:
        • Click the View Options header to expand it. 
          • Density: Click one of the following radio buttons to pick the list's appearance.
            • Comfortable: When selected, the rows on the list will have more whitespace, making it easier to read.
            • Compact: When selected, the rows on the list will have less whitespace, allowing for more data to be visible.
          • The Wrap Text checkbox: When enabled, if the text within a column exceeds the space available, the text will wrap to the next line. If not enabled, the text will be truncated instead.
          • Show Archived: Click one of the following radio buttons to decide whether archived Items should be included on the list.
            • Exclude Archived: When selected, no archived Items will be included on the list.
            • Only Archived: When selected, no unarchived Items will be included on the list.
            • Both: When selected, archived Items and unarchived Items will be included on the list.
        • Click Save.

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