The list layout is present in the Project Management > Tasks and task tabs in individual projects.
To see tasks from all the projects you have access to, go to Project Management > Tasks, select the Layout dropdown, and pick List.
To see only one project’s tasks, open that project’s Tasks tab, click Customize view (the sliders icon in the upper right), and pick List.
Customize your view
Once you've picked the list layout, adjust it with Fields, Group, Sort, and Filters. In Project Management > Tasks, they're at the top of the screen. In an individual project, they're in the Customize view menu, where Group is labeled Group by. Filters also has its own button next to the sliders icon.
Fields
Click on Fields to select from the list or type a field that you want to see in your 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.
In Project Management > Tasks:
In an individual project > Tasks tab:
Group
Besides Projects, Task list, and Status, try grouping by the Assignee or any Custom field for a better task overview.
In Project Management > Tasks:
In an individual project > Tasks tab:
Also, when in either 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.
In Project Management > Tasks:
In an individual project > Tasks tab:
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".
In Project Management > Tasks:
In an individual project > Tasks tab:
Nest Subtasks
In task lists, subtasks can stay nested under their parent tasks, instead of being pulled out into the flat sorted list.
Use the Nest subtasks toggle in the layout menu to turn the nested view on or off. With it off, subtasks appear in the flat sorted list instead, each marked with a subtask indicator.
📌 Because only tasks have subtasks, this applies to task lists only.
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.
Column Header Menu
You can click on any column header to open a menu with options for that field:
Sort ascending/descending — sort the view by that field.
Filter — filter tasks by that field's values.
Format — adjust how the field is displayed.
Hide field — remove the column from your view.
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 is 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 and Drop
Also, you can use an option to drag and 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 the Board layout.
📌 Note that you can drag and drop tasks, but only within an individual project.
In the main tasks module (Project Management > Tasks), where tasks from multiple projects are displayed, drag-and-drop isn’t available because different projects can have different workflows.
To use the drag-and-drop functionality, enter a specific project and you should be able to freely move tasks between lists or statuses.
A great thing about this is also that with the drag and 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.
Inline Editing
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. Note that not all fields are editable.
Folder Picker
Choose between your created folders or task lists and designate one as your default (marked with a bookmark flag). When you click on a folder, it reveals all the task lists within that folder. Simplify your organization by rearranging folders using the drag-and-drop option.
📌 Note: Folder Picker is only available from within individual projects.
Save Your View
When you change a view, a box opens in the lower right of the screen:
Save changes saves over the current view. On a view others can see, it says Save for Everyone. On a default view, it says Save for Me and saves your changes as your own copy, so the original stays the same for everyone else.
Save as creates a new view from your changes.
Revert (the arrow icon) undoes your changes.
📌 If you close the box, click Save in the toolbar to open it again.
Project management > Tasks, CRM > Deals, Financials > Budgets | New views are added to the views dropdown and only you can see them. To show a view to others, use Sharing options to pick people or teams, or Show to others to show it to everyone. Saving views here is available on the Professional and Ultimate subscription plans. |
Inside a project | Each saved view becomes a tab in the project, visible only to you. If you can manage projects, tick View is visible to everyone when you save, or use Show to others on a tab you created, to show it to everyone on the project. Saving tabs works on every plan. |
👉 To share a view with specific people or teams, see Sharing Views.