Configure Formatting

Highlight Read-Only Fields Video

Configure the formatting on a page.

The Work Plan page in the Tasks app contains additional page formatting options, specified below.

Note View options may vary per page. The title of the "" Settings icon may be specific to the grid or detail window that the icon pertains to.

To configure the formatting:

  1. Navigate to a page, and then select Settings.
  2. In the Manage Views or Settings panel, select the Formatting tab.
  3. In the Row, Column, and Cell Formatting section, review the list of formatting changes that were made directly to table elements on a page. Delete these formatting changes from a view using the Context menu.
  4. In the Read-only Styling section, select Highlight Read-only cells to highlight read-only cells on the page.
  5. (Work Plan page only) Do any of the following:
    • In the Band Options section, select Hide if empty on Hopper or Hide if empty on Planning Board to hide empty grouping bands in the hopper or planning board for activities that have not been assigned any tasks.
    • In the Planning Board Options section, select Show Info Bar to display details for the selected task or activity below the planning board.
  6. Apply the view:

    In the Manage Views panel:

    1. Select Save. When selected, you are saving all changes to the current view.
    2. Select Save As. When selected, you can create a new Personal, Project, or Workspace view with a new name in the Save View as window.
    3. Select Apply. When selected, you are returned to the grid. The grid displays any changes you have made; however, those changes are not saved. To save changes select Save or Save As in the View list.
    4. Select Reset.
    5. Select Close.

    In the Settings panel:

    • Select Save.

Tip

For more information about directly formatting table elements on a page, see Configure Cell, Column, and Row Formatting.


Last Published Monday, November 17, 2025