Efficient navigation within lists is helpful in managing large lists with lots of rows and columns. By utilizing features like the table of contents and applying filtering, your review and speed of workflow can be significantly enhanced. This guide provides an overview of these tools and additional tips to optimize your list navigation experience.
Note: Ctrl + F only searches the visible portion of the list, not the entire list
Drawer
The drawer gives vertical information about data in a selected row, and lets you take actions on that data. It's a great way to see nested data in a human-readable format. To open the drawer, simply click the checkbox next to any row.
When it opens, you'll see additional data about each file and comments columns in the list.
Column | You'll see |
Files | Every document in the row and every version of a document. You can also take actions on files here. |
Comments | Every comment made in the row. You can also take actions on comments here. |
Filtering
Filtering enables you to focus on specific data in a column based on certain criteria.
Applying filtering
Click the filter icon near the top right corner of your screen, adjacent to the list columns.
Filters will appear underneath each column
Enter the keyword or select the criteria under the column you want to filter
Tip: You can apply filters across multiple columns simultaneously for more granular results.
Filtering available
The filtering you can apply depends on the column type you're filtering.
Column | Filtering options |
Checkbox | Filter on checkboxes that:
|
Comments | Filter for text in comments |
Date | Primary filter by:
Secondary filter for whether the primary filter:
|
File | Filter for file name of latest version |
Free text | Filter for text in the column |
Responsibility | Filter by multiple participants |
Status | Filter on:
|
Removing filtering
To remove a specific filter, click the x next to the applied filter
To clear all filters, click the filter icon again
Table of contents
For extensive lists, this feature allows quick access to sections without excessive scrolling. To use it:
Click the hamburger icon (☰) in the left of the top navigation bar of your list
A panel will appear, displaying the first three levels of sections
Click on any section or sub-section to navigate directly to that part of the list
Note: Only the first 3 levels of sections are displayed. Any lower levels aren't displayed.
Scrolling horizontally
To scroll horizontally in a list:
use the scroll bar at the bottom of the screen; or
hold the Shift key while scrolling with your mouse wheel