Two settings let you control how much of your opportunity and project lists you see at once:

Both are saved to your account, so your setup carries over the next time you come back. This article covers each.

The pipeline view on the Opportunities page lays your deals out as a row of kanban columns — one per stage — with tiles you drag from left to right as a deal moves along. When you only care about a few stages, or you’re working on a smaller screen, you can collapse the stages you aren’t focused on to free up room for the rest.

Hover over a stage column and a small collapse button appears in its header, next to the stage name. Click it, and the column folds down into a slim vertical strip.

The strip isn’t gone, just tucked away. It keeps the stage name turned on its side so you can still read it, and it shows the stage’s total value — the same dollar figure you see in the full column header — so you keep a sense of what’s parked in there. An expand icon sits at the bottom of the strip; click anywhere on the strip to open the stage back up to full width.

You can collapse as many stages as you like — even all of them — and mix and match however suits the moment.

Switch either the Opportunities page or the Projects page to list view and you get a table — one row per opportunity or project, with columns for the details you track. Not every column matters to every person, so you can choose which columns appear and drag them into the order you want. For example, you might hide Lead Source and Client if you only manage subcontracts, or move the columns you check most often to the left where they’re easy to scan.

You’re working with the columns Eano already offers — choosing which of them to show, hiding the ones you don’t use, and arranging the rest. You can also add two kinds of semi-custom column built from your own data: a Tag column that flags whether a project carries a particular tag, and a Milestone column that surfaces the status of a milestone you name. There’s more on both further down. We call them semi-custom on purpose: they’re not free-form fields you invent from scratch — you can’t define brand-new data or change what a standard column shows. Think of them as two ready-made column types you point at your own tags and milestones. Between the standard columns and these two, you can shape the list around the details you actually scan for.

This preference is saved to your account, at the user level rather than the team level. Everyone on your team can arrange their columns differently, and your layout follows you from session to session and across devices. Remove a column today and it stays gone on every future visit — until and unless you add it back.

The Opportunities and Projects pages keep separate configurations, too. Rearranging your opportunity columns won’t touch your project columns, and vice versa. They’re two independent setups.

Until you customize anything, you’ll see every column your plan gives you access to, in Eano’s standard order. So nothing changes until you decide to change it.

Customizing your columns happens right inside the list — there’s no separate window that pops up over the page. The list works in two modes: the normal view mode you already know, and a configuration mode for arranging columns.

Click the Configure Columns button (the gear icon in the search row, just left of the list/card view toggle) to switch into configuration mode. A “Configuring Columns” banner appears across the top with quick instructions, and the table below it becomes a live preview — your real data stays on screen so you can see exactly what your changes will look like as you make them.

While you’re in configuration mode, the everyday controls are paused. The rows become a non-interactive preview, so you can’t run a search, change a filter, re-sort, scroll to load more, or make an inline edit like updating a status. Those all wait until you leave configuration mode. It’s a focused space for one job — laying out your columns.

In configuration mode, drag a column by its header to slide it left or right into the spot you want. Want a column to be one of the first things you see? Drag it toward the left.

To take a column out, click the × button on its header.

One column stays put: the leftmost column — Opportunity on the Opportunities page, Project on the Projects page — is the anchor for every row, so it can’t be removed or reordered. Everything else is fair game.

To add a column, hover over the boundary between two existing column headers. A + button appears there. Click it, and a small “Available Columns” popover opens listing the columns you can add. Pick one with its + Add link, and it drops in right at that spot — exactly between the two columns where you clicked. So adding a column and placing it are the same step.

The popover is split into two groups. System Columns are Eano’s standard columns — Client, Status, Lead Source, and the rest. Custom Columns holds the two semi-custom types you build yourself, Tag and Milestone; instead of adding straight away, those open a quick setup step first (covered next).

The popover shows an “Added” badge next to any column that’s already in your layout — with a count (for example, “Added ×2”) when you’ve used it more than once. That count hints at a handy trick.

You’re not limited to one of each. If it’s useful to see the same column in two places, go ahead and add it more than once — the + Add link stays available even for columns you’ve already placed.

Repeated columns stay in sync with each other. Sort on one and all copies reflect that same sort — you’re still sorting your list once, it just shows consistently everywhere that column appears. And if the column is interactive, like status, changing the value in one copy updates the others too, because they’re all showing the same underlying information.

Most columns are fixed — they show a piece of information Eano already tracks, the same way for everyone. The two semi-custom columns are different: you build them around your own tags and milestones, so the list can zero in on the one detail you care about most. We call them semi-custom because you’re not designing a column from nothing — you’re taking one of two ready-made types and pointing it at your own data.

A common reason to reach for these: you want to scan a long list of projects for a single thing — which ones are on a septic system, say, or which ones have cleared a particular milestone — without opening each project one at a time. A semi-custom column puts that answer right in the table, and because columns are sortable, you can group all the matches together.

You add both from the same + button and “Available Columns” popover as any other column — they just live under the Custom Columns heading there and ask you a quick question before they’re added. By default you start with none of them; they only appear once you set them up. And like any column, you can add more than one — handy when you want, say, a column each for two different tags or two different milestones.

A Tag column is a simple yes/no for one tag. Pick Tag from the popover and an Add Custom Tag Column panel opens with a search box and your team’s tags. Start typing to narrow the list, then click the tag you want — that’s it, the column is added (you choose exactly one tag per column).

In the list, the column is headed by the tag’s name. Each row shows that tag if the project has it assigned, and stays blank if it doesn’t. Sorting the column groups the rows that carry the tag apart from the ones that don’t — so you can pull all your “Septic” projects into one block, with the “Sewer” ones implicitly gathered in the other.

A couple of things worth knowing:

Tag columns are part of the same advanced-features plan tier as the standard Tags column. If your plan doesn’t include them, Tag won’t appear under Custom Columns. And if a plan change removes that access, any Tag columns you’d set up are dropped from your layout, the same way other plan-gated columns are.

A Milestone column pulls the status of a milestone out of each project and onto the list. Pick Milestone from the popover and an Add Custom Milestone Column panel opens with a search box. Type the name of the milestone you’re tracking — at least three characters — and Eano shows the milestones that match. Click the one you want and the column is added.

The match is a plain, case-insensitive text search: type “site prep” and it’ll find “Site Preparation”. It doesn’t try to be clever about synonyms, so “site prep” won’t match something like “Location Cleaning” even if they mean the same thing to you. Since most teams name their milestones consistently, you’ll usually land on a single clean match.

In the list, each row shows the status of its matching milestone:

Sorting a Milestone column orders rows by how far along that milestone is: Complete ranks highest, then In progress, then Not started, with N/A at the bottom. So sort descending and the projects that have cleared the milestone rise to the top; sort ascending and the ones with no matching milestone come first.

A few details:

Nothing is committed until you click Save Configuration in the banner. That’s the button that locks in your layout.

If you click Cancel Changes (or otherwise leave configuration mode without saving), nothing changes — your previous layout stays exactly as it was. So feel free to experiment: drag things around, try removing a column, see how it looks. If you don’t like it, cancel and no harm done.

Every plan includes the ability to customize columns. But the columns themselves depend on your plan. A couple of columns are gated:

The rest — Client, Status, Lead Source, Contract Value, Last Update, and the like — are available to everyone. You’ll only ever be offered the columns your plan actually supports.

A couple of details around plan changes:

The list’s Export produces a file based on your current search, filters, and sort order. It isn’t tied to your column layout — hiding, reordering, or repeating columns in the list doesn’t currently change which columns land in the exported file, so the export may include columns you’ve hidden and won’t reflect your custom order. Use your filters and sort to shape what gets exported.

Where do I collapse pipeline stages? On the Opportunities page in pipeline view. Hover over a stage’s header and click the collapse button next to its name to fold the column into a slim strip; click the strip to expand it again.

If I collapse a stage, does it disappear for my teammates too? No. Collapsing stages is saved just for you. Your teammates’ views are untouched.

Will my collapsed stages still be collapsed when I come back, or on another computer? Yes. The setting is saved to your account, so it carries across refreshes, new sessions, and devices you sign in on.

Can I drag a deal into a stage I’ve collapsed? Not while it’s collapsed — a folded column isn’t a drop target. Expand the stage first, then drop the tile in. (To move a deal to Closed-Won, open it and change its status from the Overview tab rather than dragging.)

Are my pipeline collapse settings and my list column settings the same thing? No, they’re separate. Collapsing pipeline stages tidies the kanban view; customizing columns arranges the list-view table. They’re controlled independently.

Do my opportunity columns and project columns share a layout? No. The Opportunities and Projects pages each keep their own column configuration. Changing one doesn’t affect the other.

I rearranged my columns but it didn’t stick. What happened? Your changes only save when you click Save Configuration in the Configuring banner. If you clicked Cancel Changes or left without saving, your earlier layout stays in place.

Why can’t I search, sort, or edit a status right now? You’re in configuration mode, where the list becomes a preview so you can focus on arranging columns. Save or cancel to return to your normal list, and those controls come back.

Can I create my own column or custom field? There are two semi-custom columns you can build — a Tag column and a Milestone column, both under the Custom Columns heading in the add-column popover. We call them semi-custom because you’re pointing a ready-made column type at your own data, not designing a true custom field from scratch. Beyond those, this feature works with the columns Eano already provides: you can show, hide, reorder, and repeat them, but you can’t define brand-new data or change what a standard column displays. If there’s other data you’d like to see as its own column, let us know — it helps us decide what to add.

How do I add a column for a specific tag? In configuration mode, open the add-column popover with the + button, pick Tag under Custom Columns, search for and click the tag you want, and the column is added. Each row then shows that tag if the project has it and stays blank if not — and sorting the column groups the matches together. Tag columns need a plan with advanced features.

How do I add a column that tracks a milestone? Pick Milestone under Custom Columns, type at least three characters of the milestone’s name, and choose the match from the results. The column shows each project’s status for that milestone — Not started, In progress, or Complete with its completion date — or N/A if the project has no matching milestone. Sorting orders rows from Complete down to N/A. Milestone columns are available on every plan.

My Milestone column shows N/A — is something broken? No. N/A just means that project has no milestone whose name matches what you typed. Eano matches on the milestone name as a plain text search, so double-check the keyword if you expected a match. If several milestones match, the cell shows the most recent one and you can hover to see the full list.

A tag I built a column on was deleted, and now the header says “(Tag Deleted).” That’s expected. When a tag is deleted (or your plan changes so you lose access to it), the column doesn’t disappear on its own — it flags (Tag Deleted) so you notice. Remove the column whenever you’re ready, or restore the tag if it shouldn’t have gone.

A column I expected isn’t in the add list. Why? Some columns are plan-gated. The Team column needs multi-teams set up, and the Tags, AR Age, and semi-custom Tag columns need a plan with advanced features (and AR Age is only for your own team, not subcontractors or field workers). If your account doesn’t include those, the columns won’t be offered. (Semi-custom Milestone columns, by contrast, are available on every plan.) And if you recently upgraded, note that a new column won’t be added to a layout you’ve already customized — you’ll need to add it yourself.

Can I really show the same column twice? Yes. Add a column as many times as is useful; the popover keeps a count. The copies mirror each other — sorting or editing through one is reflected in all of them.

Will my export match my column layout? Not currently. The export reflects your active search, filters, and sort order, but not which columns you’ve shown, hidden, reordered, or repeated.