This article explains how to change your dashboard's grouping, sorting, and visible columns.
📷 The Display popover showing Grouping set to Internal Counsel, Sort set to Priority, and the Columns section with toggles for each column
Steps
Changing the Grouping
Click Display in the top-right corner of the dashboard.
Under Grouping, click the dropdown and select one of three options:
Status — Groups tasks into Open, In Progress, Blocked, Completed, and Cancelled.
Internal Counsel — Groups tasks by the assigned attorney.
Task Type — Groups tasks by their type (e.g., office action deadlines, signature requests).
Click Apply.
Changing the Sort Order
Click Display in the top-right corner.
Under Sort, select Priority, Due Date, or Status.
Click the arrow icon to switch between ascending and descending order.
Click Apply.
Showing or Hiding Columns
Click Display in the top-right corner.
In the Columns section, click a column name to toggle it on or off. Available columns include:
Priority
Docket Number
Title
Status
Task Type
Internal Counsel
Due Date
Click Apply.
Note: The column used for grouping is automatically hidden from the column list. For example, if you group by status, the status column does not appear as a toggle option.
Resetting to Defaults
Click Display in the top-right corner.
Click Clear at the bottom of the popover.
Click Apply. The dashboard resets to the default view: grouped by status, sorted by due date ascending, with all columns visible.
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