Administration
Display Settings
Learn how to customize and adjust your display settings on the home screen within the Agentive application.
Managing Categories
Expand and Collapse Categories
- To manage how you expand and collapse categories, right-click on the arrow next to a category.
- Select from the following options:
- Expand this group
- Expand all groups
- Select all in group
[!TIP] You can also collapse categories one at a time for ease of viewing.
Adjusting Request Views
Accessing Display Settings
- Click the Display button on the right-hand side of the screen to adjust how requests are organized.
Selecting a View
- Choose from the following views:
- Activity: Displays the latest activity for each request, which is helpful for reviewing recent document uploads and ready tasks.
- List View: Displays requests in a list format. You can organize this view by:
- Category
- Assignee
- Priority
- Status
- Board View: Displays each request as a card. In this mode, you can customize the columns and filter by:
- Status
- Priority
- Assignee
- Category
Using Quick Filters
Applying Filters
- Use the Quick Filters on the right-hand side of the screen to filter requests by:
- Due Date (e.g., Overdue, No Due Date)
- Category (e.g., Software & SaaS Revenue)
- To apply a filter, select the desired criteria from the list.
Clearing Filters
- To clear a filter, click on the selected filter button again.
Rolling Forward an Existing Engagement
Learn how to roll forward an audit engagement to a new period or a different client to reuse established workflows and tasks rather than starting from scratch.
Create requests
Plan, assign, and track evidence collection with structured requests that align your team and clients on every deliverable.