Group tasks (Scope module)

Contents: 1 Group tasks 1.1 Security and access 2 Activate grouping 2.1 Color groups 3 Deactivate grouping 4 Available grouping options 4.1 Multi-level grouping 5 Filter grouped tasks 6 Sort grouped tasks 7 Inline edit fields

Contents: 1 Group tasks 1.1 Security and access 2 Activate grouping 2.1 Color groups 3 Deactivate grouping 4 Available grouping options 4.1 Multi-level grouping 5 Filter grouped tasks 6 Sort grouped tasks 7 Inline edit fields

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.

The video presents how to group data in the Scope module.

https://app.arcade.software/share/Q19KwEiyIqzHvwECMubs

Security and access

Box admins, box editors, and box viewers can group tasks.
For box viewers, the Data drop-down menu has only the Group tasks feature.

Activate grouping

To activate grouping:

Expand the Data drop-down menu.
Select the Group tasks option.
Activate grouping elements to create groups.
Define the order of grouping elements.
Specify the color of grouping elements.

Screenshot of grouping data in the Scope module.

Color groups

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

Screenshot of the grouped data in the Scope module.

Deactivate grouping

Method 1

To deactivate grouping:

Hover the mouse cursor over a group heading.
Click X to deactivate a particular grouping.

Method 2

To deactivate grouping:

Go to Data > Group tasks.
Deactivate grouping by:
1. Adjusting toggle switches.
2. Using the Deactivate all button.
Click Apply.

Available grouping options

To group using a specific field, make sure it is added as a column first. To learn more, see the Column Views page.

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.

A task cannot be duplicated, which means that a task can belong to a single group only.

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.

See more on the Inline edit page.