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Grouping Tasks

The list of Tasks can be grouped based on different criteria.

Main_menu_of_group_by.png

The Group by option enables you to group the Tasks based on the following criteria.

  1. Projects.

  2. Task Queues.

  3. Operation Plans.

  4. Category.

  5. Custom.

The following grouping options are available.

Grouping_options.png

In the below example, the Project > Operation Plans > Task Queues grouping option is selected.

Group_by_taskqueus_and_operation_plan.png

The Task Queues grouped under the Project are shown.

Task_queues_grouped_under_project.png

Note

By default, all the Task Queues are sorted alphabetically.

group_by_task_queues.png

The user can specify the grouping option according to their preferences.

To group by custom:

  1. Click Custom from the dropdown list.

    Custom.png

    A Custom Grouping box is displayed.

    Custom_grouping_box_.png

    You can drag and drop the required options from the bottom row to group the Tasks.

    In the below example, Operations Plans is added.

    Operation_plan_added.png
  2. Click Confirm.

    Confirm_button.png

    The list of Tasks is displayed as per the selected grouping options.

    list_of_grouping_options.png

    The selected options can be deleted by clicking 2024-06-06_00-32-55.png as shown below.

    deleting_the_task_queues.png

    By selecting Bookmark_icon.png the Custom grouping can be bookmarked.

    Bookmarking_the_custom_grouping_.png

    The bookmark list is displayed under the Group by dropdown as shown below.

    result_of_custom_grouping.png

The Side Panel displays the following information about the Tasks:

INFORMATION_SIDE_PANEL.png

In the above example

  1. Name of the Task: Condition examples is the Name of the Task.

  2. Total Tasks: The total number of Tasks in the Project is 12.

  3. Tasks Started: The total number of Tasks that have started is 7.

  4. Tasks Done: The number of Tasks which have been done is 5.

The Task options can be edited in Editing the Task.

To edit a Task, select a Task from the Library Pane and click Edit Task.

Selecting_and_editing_a_task.png

The options organized under the three tabs shown below can be edited.

2023-11-09_15-03-16.png