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Review and manage stakeholders in the unified table

Use the unified stakeholder table to review companies and people, sort and select records, and open detailed stakeholder information.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the unified stakeholder list​

Navigate to the stakeholders area of the application to view the unified table of companies and people, including their key details and status indicators.

Open the unified stakeholder list

Step 2: Sort stakeholders by key fields​

Click on a column header such as Name, Type, Role, Status, Linked resources, or Date to change the sort order and bring the most relevant stakeholders to the top.

Sort stakeholders by key fields

Step 3: Select multiple stakeholders​

Use the checkboxes next to each stakeholder, or the select-all checkbox in the header, to highlight one or more records for bulk review or actions.

Select multiple stakeholders

Step 4: Inspect stakeholder details in the table​

Use the icons and badges in each row to quickly understand whether the stakeholder is a company or person, see their role, and review their current status and linked documents or forms.

Inspect stakeholder details in the table

Step 5: Open a stakeholder’s full record​

Click anywhere on a stakeholder row to open their detailed record, where you can review their information and any associated activities or documents.

Open a stakeholder’s full record

Step 6: Handle loading, error, or empty states​

When the table is loading, wait for the skeleton view to complete; if an error or empty state appears, use any available refresh or clear filter options to update the list.

Handle loading, error, or empty states

Last updated: 2026-07-28