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Grouping Tasks

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

groupingTasks1.png

The Group by option enables grouping Tasks 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.

group_by_ProjTQ.png

When multiple Projects are selected, Tasks can be grouped by Projects as shown below.

groupby_Proj2.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.

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

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

  3. Tasks Started: The total number of Tasks started, 7.

  4. Tasks Done: The number of Tasks done, 5.

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