Adding File and Time Columns

In recent posts I have talked about customizing my Credenza during set-up as well as tailoring certain parts as I get more familiar with the program. Today’s post combines these two things as I share a tip on how to change folders or lists you create to mirror those created on set-up… you’ll see what I mean in a moment.

One very neat feature of Credenza is that File and Time Entry columns are added to most item lists in Outlook. These columns display any associated files and let you know if a time entry has been created giving you a quick summary of work done on any given item.

Now here’s something to keep in mind. These columns are automatically created upon your initial Credenza set-up, but you need to add them yourself to new folders or any additional list views that you create. Sounds time consuming, but I promise it’s really not! It’s just as easy as everything else is with Credenza.

Here is a step by step guide to help walk you through this process.

1.       You will be using the standard Outlook function to perform this task.

2.       Open the list view in which you want the column(s) to appear.

3.       Right-click on the view’s column headings and choose Field Chooser.

4.       Click New.

5.       For the File column, enter the name “File” (or “Matter”, or “Project”, or whichever term you set Credenza to display). Note: leave the type and format set to Text, then click OK.

6.       For the Time Entry column, enter the name “Time?”. Note: leave the type and format set to Text, then click OK.

7.       Drag the new field from the Field Chooser list to the desired position on the column headers.
 

8.       If the term shown for file/matter/project was changed, remove the old column (showing the old term) by simply dragging it off the header row.

And don’t forget, if you remove a column from any view, you can always add it back later. Also, if you ever decide to change the terminology used for files/matters/projects, the column name will change automatically.