Steps

1. Log in to your company’s Sandbox and navigate to an existing Project (this can be the project you created in a previous exercise or an existing practice project in your Sandbox).

2. Open the Product tab

   1. By default, you will see the list view. Click the table icon in the top left of the Product tab to see the table view

Open

3. Click Configure and choose what Columns you want to see in the table view. You can uncheck any columns you don’t want to see. Click Apply to save the configuration.

   1. View on Expand means that when you click the arrow to the right of the record check box, you can choose to see the Criticality. Assessment or Acceptance Criteria Ranges (from the Product tab).

4. Clicking the drop-down arrow in a column will allow you to choose your sort order (Ascending or Descending). You can also filter by clicking in any box or boxes that you wish to see.

Open

5. Filter on the Category and Scope columns. Then, change the sort order.

6. You can reorder the columns using drag and drop, and resize them by clicking on the right side of the column.

7. Click the share button and export to Excel to download the table.