Only Admins and Power Users can access Slides.
- Toggle on Edit Mode in the upper-right corner.
- Select +Element in the upper-right corner of the Slide. Read about all the Elements here.
- Click Project Table.
- The columns in the Project Table, by default, will display your visible Pipeline Card Fields.
- Add/remove columns by selecting Columns on the right side of the table. Switch the order of the columns by clicking and dragging.
- To Group the rows, select the Group Icon on the upper-right corner, then click and drag one of the columns on the table into the Group section where it says "Drag here to set row groups".
- Select the Filter icon on the top right corner to add one or more filters to the table. The Filter icon will be blue when the Slide already has a Filter added. Read more about Filters here.
- Select the Trash Can on the top-right corner of the table to permanently remove it.
- To change fonts, colors, text sizes select Theme > Table Template.
- Change the display from Table View to Chart View by selecting the Chart icon on the upper-right corner of the table. Open Chart Settings by clicking the icon outlined in orange below. Read more about Charts and Chart Settings here.
- Click and drag the stacked lines on the upper-left corner of the table to change its position on the slide. To resize the table, click in the corner, and when your cursor turns into an arrow, drag to desired size.