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Trisk Updates Late April 2026: Personalized Filters, Table Controls, and List View Customization

From personalized filters and customizable list views to more intuitive and controllable tables, you can now shape how information appears and behaves—so everything feels clearer, faster, and better aligned with how you work. This update makes your workspace more focused, flexible, and easier to work in. 

Table of Contents

Form Tables: Lock Data to Prevent Unwanted Changes
Form Tables: Add Rows and Columns in One Click
Form Tables: Flexible Layout Control for Cleaner Forms
Suggested Filters: Personalize What You See
List Views: Customize Columns for Faster, Focused Work

Form Tables: Lock Data to Prevent Unwanted Changes

Stay in control of your table data. Lock key values, rows, or entire tables to prevent unwanted changes—while everything else remains open for updates.

What’s New

You can now protect table data at multiple levels:

  • Lock the entire table
  • Lock specific cells
  • Lock specific rows
  • Lock specific columns

Locked areas cannot be edited, removed, or structurally changed.

How It Works

Right-click inside a table to access protection options:

– Protect selection (cell, row, or column)
– Protect the entire table

Form builder interface displaying a table with a context menu showing options to protect selected cells, rows, columns, or the entire table. This feature allows accounting firms, law firms, and consulting teams to lock critical data fields and prevent unwanted edits in client onboarding forms, compliance workflows, and structured data collection processes.

To unlock:

– Remove protection for a selected range
– Or remove protection for the entire table

Locked elements are clearly indicated, so you can immediately understand what can and cannot be edited.

When protection is applied:

  • A message appears below the table:
    “This table contains protected ranges that cannot be edited.”
  • The message updates automatically as protection is added or removed

Form table displaying locked cells and protected ranges with a message indicating that certain data cannot be edited. The interface ensures secure data management and prevents unauthorized changes in structured workflows used by accounting, legal, and consulting teams for compliance, onboarding, and reporting processes.

When interacting with locked content:

  • Attempting to edit a protected cell shows a message:
    “This cell is protected and cannot be edited.”

Business Impact

Protect Critical Data
Prevent accidental edits or deletions in finalized or sensitive sections.

Maintain Structure Consistency
Ensure key rows and columns remain unchanged across workflows.

Enable Controlled Flexibility
Lock what must stay fixed—leave the rest editable.

Form Tables: Add Rows and Columns in One Click

Add rows and columns with a single click. New, clear controls make table updates faster and more intuitive.

What’s New

You can now add rows and columns faster directly from the table interface.

Inside any table field:

  • Click the + button between rows to add a new row
  • Click the + button between columns to add a new column

The existing row/column adding with the right-click contextual menu remains fully available.

Form builder interface displaying a table with a visible plus button between columns used to insert a new column. This feature allows accounting firms, law firms, and consulting teams to quickly update structured data tables during client onboarding, employee onboarding, and workflow data collection processes.

Workflow form table showing a plus button between rows used to insert a new row for additional data entries. This functionality helps professional service teams efficiently manage structured data collection in onboarding forms, compliance workflows, and operational processes.

Business Impact

Faster Table Editing
Add rows and columns instantly—no need to search for hidden actions.

Improved Usability for New Users
Clear visual controls remove guesswork and reduce onboarding friction.

No Workflow Disruption
Existing right-click functionality stays intact for users.

Form Tables: Flexible Layout Control for Cleaner Forms

Forms should adapt to your use case—not force the structure.

With flexible table layout controls, you can hide row numbers and column headers, and shape tables to fit your use case—whether that’s structured data or simple, clean input.

What’s New

You can now control table visibility elements independently:

  • Hide row numbers
  • Hide column headers
  • Keep both when structure is needed

No impact on how data is entered, validated, or submitted.

Form builder interface displaying a table used for employee onboarding data with a clean layout, where row numbers and column headers can be hidden for a simplified user experience. This feature helps accounting firms, consulting teams, and legal professionals create intuitive forms for client onboarding and structured data collection.How It Works

When creating or editing a table field:

  • Toggle “Show row headers”
  • Toggle “Show column headers”

The table updates instantly, and the layout adjusts automatically without affecting data entry or validation.

Table field settings panel in a workflow form builder showing options to configure the number of rows and columns and toggle visibility for row headers and column headers. This allows professional service teams to customize form layouts for better usability in client onboarding, compliance forms, and internal workflows.Business Impact

Cleaner Form Design
Remove unnecessary elements to create simpler, more intuitive layouts.

Better User Experience
Reduce visual noise and make tables easier to understand.

More Flexible Use Cases
Use tables not just for structured data, but also for lightweight input and layout scenarios.


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No hype.
No generic pitch.
Just a clearer look at how 2026 could feel less chaotic and more strategic.


Suggested Filters: Personalize What You See

Customize exactly what you see and remove what you don’t need with improved Suggested Filters. Your workspace feels lighter, faster, and easier to navigate. By cutting down visual noise and unnecessary decisions, this update reduces cognitive load—helping you focus, decide, and move forward without friction.

Client management dashboard showing suggested filters such as My Clients, All Clients, Idle Clients, and Upcoming Deadlines. These filters help accounting firms, consulting teams, and professional service providers quickly navigate active clients and workflows within a workflow automation platform.What’s New

You can now control which Suggested Filters are visible.

  • Hide filters you don’t use
  • Keep only the ones relevant to your workflow

Each user can personalize their own view without affecting others.

Tooltip interface explaining how users can personalize visible filters in a workflow dashboard by showing or hiding suggested filters. Preferences are saved per user, enabling customized workspace views for accountants, consultants, and operations teams managing multiple clients.

How It Works

Click the “Personalize filters” icon next to Suggested Filters.

Select or unselect filters using checkboxes
Your preferences are saved automatically
Hidden filters can be restored anytime

Filter settings panel displaying checkbox options for visible filters such as My Clients, New Clients, Idle Clients, Almost Completed, and Upcoming Deadlines. This allows users to customize their workflow dashboard and reduce visual clutter in client and task management systems.

Why It Matters

Filtering should help you move faster—not slow you down.

With fewer distractions:

  • You find the right filter instantly
  • You reduce unnecessary scanning
  • Your workspace adapts to your role

A cleaner interface. Faster decisions. Less friction.

List Views: Customize Columns for Faster, Focused Work

List views just got more flexible. Choose which columns to show and refine your workspace to match your priorities, making it easier to focus and move through your work with less effort.

What’s New

List views now support configurable columns, allowing each user to control what data is visible.

You can:

  • Show only the columns relevant to your work
  • Hide everything else
  • Create a more focused view across all lists

Client management dashboard showing a “Customize columns” option that allows users to show or hide table columns. This feature helps accounting firms, consultants, and professional service teams tailor workflow views and focus on relevant client and task data.

How It Works

In any supported list view (Task List, Clients List, Clients Overview, Workflows List):

1. Click “Customize columns” in the table header
2. Select or deselect columns using checkboxes
3. The table updates instantly—no save action or reload required

Column selection panel with checkboxes for Client Name, Account Executives, Active Workflows, Risk Level, Tags, and Last Activity. Users can customize which data fields are visible in a workflow management dashboard to improve focus and reduce clutter.

Your preferences:

  • Are saved automatically
  • Persist across sessions, tabs, and devices
  • Apply only to you (no impact on other users)

Business Impact

Work with Less Noise
Remove unnecessary columns and focus on what matters.

Scan Faster
Cleaner tables make it easier to find key information quickly.

Adapt to Your Role
Different users see different priorities—now the UI reflects that.


Explore even more cutting-edge features that will add significant value to your Trisk experience:

  1. Task Search Inside Workflow – Find any task or process instantly within a workflow.
  2. Unified Feedback System for Form Review – Comments, Notes, and Discussions are now combined into one structured Feedback system. 
  3. User Groups – Save Hours on Multi-User Assignments and Processes