Working with List visualization

Updated 2 months ago by Abhiram

Using Lists

The List visualization groups your project items horizontally based on steps, assignees, or custom user fields.

Click the List button () to switch to an item list from a Kanban or Matrix style.

Grouping by category

Select Default, Steps, Assignees, or dropdown user fields to group items accordingly. By default, all items are listed one below the other and not grouped by any particular category. When you choose grouping by custom fields, steps, or assignees, items will be categorized horizontally in the same group category. All items that do not have any categorization will be clubbed under the Uncategorized group.

Filtering items

Filtering is the perfect way to cut the clutter and just view the items that pertain to specific criteria. Use filters and advanced filter conditions conditions to view specific items on your list visualization.

Managing field visibility

To quickly manage system and form fields that should be visible as column headers on the list visualization, click the Show/hide fields button () on the upper-right corner of the page beside the Search box. Then, from the drop down, select the checkboxes for fields that you want to see as list headers. You can select any number of fields here.

You can search for items in your list visualization using the Search box for projects. Click the Search box beside the Show/hide fields button () and enter the item name that you want to search. You will instantly find all the items on the list that match your keyword.

Bulk actions

By selecting item checkboxes on your list, you can perform the following bulk actions:

  • Move to: Moves selected items to a different state of any other step.
  • Change due date: Assigns a new due date for all the selected items.
  • Change assignee: Reassigns all the selected items to a different assignee.
  • Delete item(s): Removes all the selected items from the project permanently.

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