Sorting & Prioritizing Tasks

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Overview

There are five different sorting options when viewing tasks on the List View. Sort tasks by: priority, importance, title, status, or date.

Important Information

  • By default, you only see tasks with an active status, but you change the applied filters to see tasks with different statuses or which meet other available filter criteria
  • Click “Show descendants” near the top of the List View panel to show tasks from descendant Folders and Projects

Sorting Options

Priority

Priority is the default sorting setting for tasks in the List View. When sorting tasks by priority you can drag and drop tasks to change their priority: the closer a task is to the top of the list, the higher its priority.

All users who are shared on the Folder or Project will see tasks in the same order when they sort by priority. For example, if you change the order or tasks when sorting by priority, then the task list order is also changed for your teammates when they look at the Folder or Project and sort tasks by priority.  

Importance

When you sort tasks by importance, tasks whose importance is set to “high” are listed first, followed by tasks with a “normal” importance, and then tasks with “low” importance are listed last.  

Title

Sort tasks by title to see a Folder or Project’s tasks listed alphanumerically.

Status

When you sort tasks by status, they are sorted into one of four groups based on their status. The four groups a task can be sorted into are: active, completed, deferred, or cancelled. For Enterprise users with custom statuses, tasks are sorted into these groups based on which status group a task’s status falls into. For example, a task with a custom status in the active status group will appear in the active section when sorting by status.

Date

When sorting tasks by date, tasks are grouped into six categories based on their scheduled dates: overdue, today, tomorrow, this week, month, and later. The later category displays tasks which are due later than this week or which are backlogged (do not have scheduled start and end dates).

Change How Tasks are Sorted

  1. Select a Folder or Project from the Workspace’s left-hand Navigation panel 
  2. From the List View, click the link to the right of “Sort by”
  3. From the dropdown list which appears, choose the sorting option you would like to apply

How your tasks are sorted immediately changes to reflect your choice.