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Planview Customer Success Center

Customize the List View for Documents

Administrators can show, hide, and rearrange columns in the list view of the Documents tool. Any changes made to the list view will not be seen by any other users in the workspace except yourself. These columns include:

  • Name
  • Description
  • Modified By
  • Size
  • Date
  • Tags



Any custom fields you have created will also be available in this list.


To customize the document list view:

  1. Click the More Options menu Options Menu Icon.png from the right side of the toolbar.
  2. Select Customize list view.
  3. In the Customize list view window, you can:
    • Drag and drop columns to rearrange their order.
    • Check columns you want to include in the list view.
    • Uncheck columns you want to hide from the list view.
  4. Click Save.



The Name column will always appear as the leftmost column. When scrolling horizontally the Name column will be pinned to aid you in identifying files.