Contents:
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Introduction
Organize You can organize your tasks in ascending or descending order. Tasks are sorted on each level of the hierarchy separately: sub-tasks are organized within the higher-level task - organizing does not break the tree structure.
To enable the option, click the Data button in the upper menu, choose the sorting method (ascending or descending), and choose a column by which the tasks will be sorted. The active sorting is indicated in the “Organize tasks A-Z” / “Organize tasks Z-A” list by the icon next to the column name (hover the cursor over it to see a tooltip with the date of the last change).
The “Organize tasks” action is irreversible. Once done, you can change the organization by choosing another option from the list.
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More sorting options
If a field you want to sort by is missing, add it as a column. The sorting stays active after removing the sorting column.
You can use both built-in and integration-specific fields. The field type is indicated by an icon next to a field in the list.
Changing task details does not affect order automatically.
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Column view
You can organize tasks by visible columns only. If you want to organize tasks by any other column, you have to add it in the table settings.
The task order set by a specific column stays the same after deleting the column from the view.
Organize sub-tasks
You can also organize just sub-tasks within a specific task. Right-click on a task row, choose “Organize children A-Z” / “Organize children Z-A”, and sorting method:
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Using the “Organize children” option overwrites the “Organize tasks” action for sub-tasks of a specific task.
Using “Organize tasks” after “Organize children” overwrites the “Organize children” order.
What can be sorted?
All tasks from integrations (Jira, Trello) can be sorted.
Basic tasks cannot can be sorted.
Who is affected?
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The “Organize tasks” action affects all the users, as it has a global impact on the sorting settings.Anchor
Sorting grouped tasks
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Below applies to a situation when task grouping is active. |
Sorting is initiated by clicking on the column header
Only tasks in groups are sorted (groups themselves are not sorted)
Sorting is possible only for the fields that are possible to "organize by"
Sorting is impossible for columns with aggregation enabled
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Sorting by clicking the header is disabled when:
the sorted column is removed
aggregation is enabled for the column (clicking on a header triggers no action)
grouping mode is disabled (when grouping is inactive, use the "Data" option in the menu at the top > "Organize tasks")
When tasks are grouped, sorting action is triggered:
By clicking the column header
grouping conditions are changed
page is refreshed
Sorting does not reflect field values changes (when tasks are already sorted, changing a value won't trigger an automatic recalculation)
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Constraints
Portfolio boxes (none scope boxes)
The Organize tasks feature is not available for portfolio boxes (none scope boxes).
