List View provides the same info as Tree View in a tabular format so you can quickly and easily filter, sort, review, and manage your data.
This view allows you to easily skim and review your plan and the performance of your initiatives, as well as to manage the plan's structure (assuming you're an admin of the plan).
Filtering in List View
List View filters allow you to narrow down the information in your plan, so you can manage by exception and quickly identify items that are off track or at risk. You can quickly run through the assignments of a specific user, or view items that are tagged with a specific project, group or department. You can review the Last Comments and have critical pieces of information to make business decisions on next steps.
Bulk Actions
Admins on the plan (or plan items admins) can request progress updates and bulk edit the items on which they are admins. Bulk Edit allows you to make edits to multiple items at the same time, while Bulk Request Updates allows you to create manual progress update requests for multiple items at the same time.
Reports
No matter if it’s a filtered or unfiltered view, you can run a custom report of exactly what you see in either PDF, Excel, or Word/Rich Text Format by clicking the 'Download' button located under the Plan View menu.
You can also schedule List View reports to be delivered on a regular cadence from the Reports page.