Group tasks (Scope module)

Group tasks

The Group tasks option allows you to sort and organize data using different field values with just a few clicks. To simplify data analysis, the created groups will be marked in colors, both on the task list and on the timeline indicating the earliest start and the latest date of the tasks in a particular group. 

Open

Activate grouping

Expand the Data drop-down menu and select the Group tasks option.

Open

Next, you will be able to perform the following actions:

• activate grouping elements to create groups

• define the order of grouping elements

• specify the color of grouping elements

Coloring groups

The color is reflected in the tree structure (WBS).

To select a color, click on the icon in the Color column:

Deactivate grouping

Method 1: 

1. Hover the mouse cursor over a group heading.

2. Click X to deactivate a particular grouping.

Method 2: 

1. Go to Data > Group tasks 
   
   

2. Deactivate grouping by:

   1. adjusting toggle switches

   2. using the Deactivate all button
      
      

1. Click

Apply to save changes.

Available grouping options

To group using a specific field, make sure it is added as a column first. 

Multi-level grouping

With the multi-level grouping method, tasks will be counted in each group. The group structure will be based on the active grouping elements. The order of grouping elements (fields) defines the group hierarchy. 

Let's have a closer look at the example presented in the picture. 

The tasks were sorted by the Status field and next by Priority. You can collapse/expand the groups. Based on the information displayed, we can see that there are four "lowest" priority tasks in a "To Do" status.

Filter grouped tasks

The grouping functionality can be combined with other filters (such as Search and Quick filters).

Sort grouped tasks

Once the tasks are grouped, the Organize taska A/Z and Organize taska Z/A options are unavailable. You can sort rows ascending by clicking the column header. The second click sets descending order.

Inline edit fields

When the grouping option is enabled, you can inline edit fields. To see changes, refresh the page.

Security and access

• Box admin, box editor and box viewer can group tasks. 

• For box viewer the menu "Data" has only one feature: Group tasks.