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Organize tasks

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Contents:

Introduction

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.

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.

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:

Screenshot 2024-02-08 at 10.59.51.png

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 can be sorted.

Who is affected?

The “Organize tasks” action affects all the users, as it has a global impact on the sorting settings.

Constraints

Portfolio boxes (none scope boxes)

  • The Organize tasks feature is not available for portfolio boxes (none scope boxes).

    gantt-module-portfolio-data-menu.png

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