Manage stakeholders in the unified table
Use the unified stakeholder table to review, sort and select companies and people, and open actions such as viewing, editing or archiving records.
This guide is designed for project manager.
Steps
Step 1: Open the unified stakeholder table
Navigate to the stakeholders area of the application to display the unified table listing companies and people with their key details.
Step 2: Review stakeholder details
Scan the table to review each stakeholder’s name, type, role, contact details, linked documents and forms, and current status indicators.
Step 3: Sort stakeholders by key fields
Click a column header such as Name, Type, Role, Linked items or Status to sort stakeholders; click again to toggle between ascending and descending order.
Step 4: Select one or more stakeholders
Use the checkboxes in each row to select individual stakeholders, or use the header checkbox to select or clear all visible stakeholders at once.
Step 5: Open stakeholder quick actions
Click the actions menu at the end of a row to access options such as viewing details, editing information or archiving the selected stakeholder.
Step 6: Open a stakeholder record from the row
Click anywhere on a stakeholder row (excluding the checkbox and action menu) to focus that stakeholder and open its detailed view or profile.
Step 7: Handle empty, loading or error states
When the table is loading, wait for the skeleton to complete, and if an error or empty state appears, use the refresh or clear filters options provided.
Last updated: 2026-07-29