We enhanced our previous List view with additional features, so here's an overview of the new and improved List view.
The List view is present in the Task screen and Project task screen.
To activate the List view click on Layout and then choose List from the dropdown menu.
Customize your view
Once you've picked the List layout, you will notice three options at the top: Fields, Groups, Sort, and Filters:
Fields - Click on Fields to select from the list or type a field that you want to see in your List view. Each field corresponds to one column in the layout. By dragging the fields up and down, you will move their corresponding columns in the layout below.
Group - There are more grouping options than before. Besides Projects, Task list, and Status, now you can group by the Assignee or any Custom field.
Also, when in the Project task view, click on the Show empty groups if you wish to see all the groups.
Sort - Set up a sorting option that allows you to sort data by Ascending or Descending criteria. For example, you could group by project and sort by status or group by status and sort by the project.
Filters - Set up a filter to display only data that meet a certain parameter. For example, only tasks that have "Not started" or "Started status".
Change the view data
Once the data in your list has been set up, you are ready to check out the view below. Once again, notice that each column corresponds to one field defined in the Fields above.
Resize - Your columns may be too narrow or wide for your liking. If so, you can always resize them by dragging their borders left and right.
Move around - Your screen may be too narrow to hold all your columns. Scroll left and right as needed, and note the navigation bar at the bottom of the screen. Notice that the grouping option you choose left (in this case Projects) and the top ribbon will always remain visible.
Fold or unfold - If you want to focus on one group at a time, go to the left of each Group and click on the arrow, that will fold or unfold each section.
Drag&drop - Also, you can use an option to drag&drop different Groups, which will allow you to move the groups up and down. And the great thing about that is that the system remembers your settings so the same order will be saved in Board view.
The great thing about this is also that with the drag&drop option you can convert a task to a subtask, and vice versa. If you want to convert a task to a subtask, drag it below the task and move it to the right side. If you wish to convert a subtask to a task, drag it from the task and move to the left side.
The List view can also be used to make quick changes as needed. For instance, let's say you want to quickly change the priority of one of your tasks. Instead of clicking the task to edit it, click on the appropriate field, and enter the needed changes. We call it - inline editing. Note that not all fields are editable.
Save your view
When you're done, be sure to Save your new view:
This will make your view visible to everyone, meaning that your teammates can use this view as well - if they have sufficient permission levels to do so.
The new pop-up window will show up.
Selecting the "Save as" option allows you to create a new view where you can name it, too.
For more information about the list layout, check out this video.
To create a View from your set of fields, filters, and preferred grouping, check out this article.
Want to learn more about other views, check here: