Organize tasks

Owned by Anna Ciepłota
Last updated: Aug 19, 2024 by Magdalena Szpunar
3 min read

Introduction

The “Organize tasks” feature orders tasks by the selected parameter. You can organize your tasks in ascending or descending order. Tasks are organized on each level of the hierarchy separately.

The new order overwrites any manual changes and is applicable to all users of a box.

IMPORTANT: The new task order is irreversible. You can apply a new order, but manual changes cannot be restored.

More sorting option

You can only use BigPicture built-in fields to organize tasks.

If a built-in field you want to sort by is missing, add it as a column to your current column view.

By what fields can I order tasks?

You can organize tasks only by BigPicture built-in fields. To organize tasks by a particular field, make sure that the corresponding column is added to the current column view.

Who is affected?

The 'Organize tasks' command affects all the users of a box in which the new order has been applied, as it has a global impact on the task order.

Organizing tasks only affects their order in BigPicture, it does not change the order in the monday board.

Sorting grouped tasks

The 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

  • sorting while grouping does not change the organization of tasks. When grouping is disabled, tasks in the box return to their previous order, including the manual changes.

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, the sorting is recalculated in the following circumstances:

  • by clicking the column header (ascending upon the first click and descending upon the next one)

  • grouping conditions are changed 

  • page is refreshed

Sorting does NOT reflect field value changes (when tasks are already sorted, changing a value won't trigger an automatic recalculation).

Constraints

Portfolio boxes (none scope boxes)

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