Customize which fields are displayed when Step is expanded

Pipeline Integrations
1

Currently when a step is expanded it only displays Status, Task Name, Assigned To, Start Date, Due Date, Duration

Is it not possible to add or remove other fields from a task here? I can’t seem to find a way to do it.

2

Hey Adrian,

After expanding your Pipeline Step, right-click on any column header and then select “Insert Column” to add additional fields. If you right-click on the header of the Pipeline Step itself you’ll find more options (like saving your new layout as the default, or propagating your new layout to other Steps on the page).

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3

Ah… I swear I tried that but I guess I wasn’t clicking in the right place. Thanks!

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