By default, the parallels list displays all the processes you have access to.
This view includes a set of columns, but now let's see how you can customize it to show or hide the ones you don't need.
From the Home page, we will click on the "Edit Columns" button.
A window will appear with all the available columns:
These columns are divided into two groups: Visible Columns and Hidden Columns.
To hide or show them, simply click on the eye icon next to each option on the right.
You can also rearrange the columns by simply dragging the column to the desired position.
Finally, once all the changes have been applied, don't forget to save it as a view to avoid losing the changes.
💡 What is a view? We explain how to create and save your views in the following article. Read the article
By default, the visible columns are:
Name: This is the only column that cannot be hidden or reordered, as it is necessary for parallel identification. It allows for alphabetical reordering.
Recipient: Displays the contact to whom the parallel has been sent. It allows access to the contact's view, where you can see all the parallels they have received.
Status: Shows the current status of the parallel. It also allows filtering by status. More about parallel statuses.
Signature Status: Displays the status of the signature. It also allows filtering by this status. More about signature statuses.
Shared with: Indicates all users and teams that have access to that parallel. You can add different filters to search among those with whom it is shared or who is the owner of the parallel.
Sending Date: Displays the date on which the parallel was sent. By default, all parallels are sorted by this date.
Reminders: Shows the date on which the last reminder was sent. It also indicates through an icon (🔔⚙️) whether automatic reminders are enabled.
Tags: Allows labeling parallels with organization tags. It also allows filtering by these tags. More about tags.
Other columns that can be displayed include:
Creation Date: Shows the date on which the parallel was created. The table can be reordered based on this date.
Template: Displays the name of the template through which the parallel was created and allows quick access to edit it.
Last Activity: Counts the time elapsed since the last activity on the parallel. It takes into account any events performed by the user or the recipient (sending messages/reminders, response updates, reviews, etc.). It can be reordered to quickly identify inactive parallels.
Recipient's Last Activity: Similar to the previous column, but counts the time elapsed only since the recipient's last activity. This allows you to track how long the recipient has not accessed the parallel and made changes.