The Events Grid helps Tripleseat Hotel users organize, edit, and manage their events with ease, but customizing the grid to your specific needs will keep your operations and workflow consistent and your internal and external communication clear and concise to help your whole team make the best-informed decisions.
In this article, we will focus on customizing the Events Grid to effectively group, sort, and filter events within a booking. The grid can be easily tailored to match a user's typical workflow.
Let's begin by customizing the columns. When you first use the event grid, columns will be pre-selected but can quickly be changed for your needs. Depending on the number of columns selected, you may have to scroll to the right to view them all.
Keep in mind that there are different options for start and end dates and times. Some combine date and time into one field, while others are standalone.
To adjust which columns are visible:
- Click on the column icon located at the top right of the grid screen. The "Customize Columns" window will appear, showing hidden and visible columns
- You can change the visibility of columns by dragging and dropping their names between sections or using the left and right arrows
- To select multiple options, hold the "command" key while selecting the columns you want to move
- You can adjust the order in which the columns appear in the grid by sliding selections up or down
- Apply Changes
These columns will be your default view for ALL bookings in Tripleseat. Each user will be able to design their own default grid setup.
Setting up the grid to match your workflow will help keep you working efficiently. If you are a sales manager who is contracting on event space, then you may just need the basic event details in your grid versus a catering manager who may need to pull in custom fields and other more granular details.
Ordering Columns:
- While in the “Customize Columns” window, click and drag columns to reorder, and top to bottom will mirror left to right on the actual grid
- Also, while highlighting the column names, use the up/down arrows to reorder
- Lastly, You can directly adjust the order of columns from the grid itself by dragging and dropping them from left to right
Sorting
- Users can sort columns in the grid in ascending or descending order by clicking on the column header
Another efficient function on the Events Grid is grouping. Grouping allows you to view your events organized by specific aspects in a tiered layout.
Grouping by Columns:
- Users can group columns to organize how they appear in the grid by dragging and dropping from the column name to the top of the grid
- Columns can be multi-grouped
- The column listed first will determine the hierarchy of information
- The grouped sections can then be collapsed or expanded for preferred viewing
Resizing:
- Users can hover and click & drag between column headers to resize the widths of columns for better visibility
Now, let's delve into applying filters. This feature is particularly helpful for bookings with multiple events across different areas or days.
Applying filters:
- Click the filter icon located at the top right of the grid screen
- You can filter events based on standard event fields, location, owner, and manager
- The filters set will remain active even if you leave the page and come back to it
- If you wish to revert back to the original details before filtering, you can go to the filters tab and select "Reset Filters"