How to Use Grid View in Pronnel
In this tutorial, we will explore the Grid view feature in Pronnel, a powerful tool for managing and visualizing your data. If you're accustomed to working with tabular data in tools like Excel, you'll find Pronnel's Grid view to be a familiar and user-friendly way to organize and manipulate data. Let's dive in and learn how to make the most of this feature.
Accessing Grid View
When you open a board in Pronnel, you may not always start in Grid view. If it's not the default view, click the plus sign at the top to create a new Grid view.
You can rename this view to suit your needs. Creating multiple Grid views is a powerful feature that allows you to customize your workspace.
Applying Filters and Sorting
Creating multiple Grid views comes in handy when you need to apply filters to your data. With Grid views, you can easily use filters and sorting per your needs. Even if you revisit the board later, the Grid view will retain your previously applied filters and sorting, ensuring you see the same data.
Sharing Grid Views
One of the significant advantages of Grid views is the ability to share them with your team members. By sharing a Grid view as a public view, your colleagues can access the same data with your applied filters and sorting. This feature promotes collaboration and ensures everyone is on the same page.
Customizing Columns
To tailor your Grid view to display specific attributes, you can easily click on columns and select the attributes you want to see in the table. You can also rearrange these columns through drag-and-drop functionality. Importantly, any changes to column positions are reflected when you share the view with others.
Editing Data
Grid views make it incredibly easy to edit your data. Click on any grid cell, and you can modify its value. This simplicity and flexibility make Grid View a preferred choice for managing data in Pronnel.
Creating New Items
To create new items in Grid view, you have a few options. Click on the "Add Item" button, and a popup will appear, allowing you to create a new item.
Alternatively, you can create a new item in a specific position on the Grid by clicking the plus sign button that appears when hovering over an item. This adds a new row below the selected item, where you can enter all the necessary information.
Additionally, at the bottom of the Grid, you'll always find an empty row that serves as another convenient way to create new items.
Viewing Detailed Information
If you want to view complete information about an item, click on the title or the first column of the row. This action will open a half-screen popover on the right side displaying the item details. To view the information in a full popup, click on the right-top corner expand button.
Grouping Data
Pronnel's Grid view offers a valuable feature called "Group By." You can use this option to group your data by specific categories such as buckets, assignees, priorities, or any custom field with a dropdown type. Grouping data provides a structured and comprehensive overview of your information in a single glance.
Now that you're familiar with all the features of Grid View in Pronnel, you're ready to start organizing and managing your data more effectively. Give it a try and experience the convenience and power of Pronnel's Grid view. Happy data management!
FAQs -
What is Pronnel's Grid view, and how does it differ?
Pronnel's Grid view is a way to visualize and manage data in a familiar tabular format, similar to Excel. It allows you to create, organize, and edit items efficiently on a board, making it a versatile tool for data management.
How can I access the Grid view in Pronnel?
To access the Grid view, open a board in Pronnel. If it's not the default view, you can create a new Grid view by clicking the plus sign at the top of the board.
Can I create multiple Grid views on the same board?
Yes, you can create multiple Grid views on the same board to suit your specific needs. Each Grid view can be customized differently.
What are the benefits of creating multiple Grid views?
Creating multiple Grid views allows you to apply different filters and sorting options for various data presentations. It keeps your workspace organized and lets you quickly access the necessary information.
How do I share a Grid view with my team members?
As an Admin, You can share a Grid view as a public view. Your team members can access the same data with the filters and sorting you've applied.
Can I customize the columns in the Grid view?
Yes, you can easily customize columns by clicking on them and selecting the attributes you want to display in the table. You can also rearrange the columns by dragging and dropping them.
Will the column customization be visible to others if I share the view publicly?
Yes, any changes you make to column positions will be visible to others if you share the Grid view as a public view.
How can I edit the data in the Grid view?
Editing data in the Grid view is simple. Just click on any grid cell, and you can change its value to update the information.
What's the process for creating new items in the Grid view?
To create new items, click on the "Add Item" button, and a popup will appear where you can enter the item's details. Alternatively, you can add a new item in a specific position by clicking the plus sign button next to an existing item.
Is there a convenient way to create new items in the Grid view?
Yes, at the bottom of the Grid view, you'll always find one empty row that can be used to create new items, providing a quick and easy method.
How can I view detailed information about a specific item?
You can view detailed information about an item by clicking on the title or the first column of the row. This will display the item details as a half-screen popover on the right side. For a full popup view, click the right-top corner expand button.
What is the "Group By" feature in the Grid view, and how can I use it?
The "Group By" feature allows you to categorize your data based on attributes like buckets, assignees, priorities, or custom dropdown fields. This helps you gain a more explicit structure and overview of your data, making it easier to understand.