The widget grids that you drill into from a widget provide many of the features found in Autotask search result tables.
NOTE Widgets of each entity type (Inventory, Ticket, Device etc) will share the same column chooser settings among multiple widgets that use that same grid.
- Export, column chooser, and refresh buttons: Export is visible only to users with security level permission to export from grids. Up to 5,000 records will be exported.

- Entity specific features: widget grids for some entities display buttons or options unique to that entity. For example, an inventory widget grid for items in the approval stage of procurement displays Approve and Reject buttons. A time entry widget grid displays a button to open your timesheet.
- Sort by columns: click the column header to sort the list by that column.
- Color coding : indicates new (blue) and complete (green) status of tickets and tasks, and dates for deadlines that are past due (red).
- Context menu
: provides access to multiple actions that you can complete for each item in the list; for example, available actions for tickets can include open the ticket detail view or edit page, forward/modify or copy the ticket, or add a time entry.
NOTE Currently widget grids may not provide all context menu options found in the main Autotask tables. The context menu options will vary between the widget entity types.
For a description of the items in the widget grid context menus, see the following topics: for tickets and tasks, see the context menu options in Searching and managing tickets and The Project Schedule page; for opportunities and projects, see the right-click menu options in Searching and managing opportunities, and Searching and managing projects, project templates and proposals.
NOTE Ticket and Organization deletion is restricted based on associations with other entities, for example, you cannot delete a ticket that has associated time entries. Security level delete permissions for Tickets and CRM items also apply. If you attempt to delete an item that is restricted by security level permissions or entity associations, a series of messages will provide details and, when available, options to proceed.
- Multi-select column and bulk menu: select the check boxes for one or more (or all) items in the list and then click the small down arrow to open the bulk menu.
Select an action from the bulk menu to complete that action for all selected items. Once the action is completed, the check boxes are cleared.
The bulk menu provides access to multiple tasks that are available in the context menu. For a description of the menu options, select a reference link under Context menu, above.
NOTE Ticket and Organization delete restrictions apply. For more details, refer to the Ticket and Organization deletion Note, above.
To return to the dashboard tab from the grid, click the back arrow:
NOTE If you used Crtl + click to open the grid in a new browser tab, the back arrow does not work. Unless you closed the original tab, you should be able to select that tab in your browser.