Working with List visualization

Modified 3 weeks ago


Using Lists

The List visualization groups your project tasks vertically based on steps or assignees.

Click the List visualization () from the dropdown on the top of the page to switch to a List visualization from a Kanban or Matrix style.

Select list visualization

Grouping by category

Select None, Assignees, or Steps to group tasks accordingly. By default, all tasks are listed one below the other and not grouped by any particular category. When you choose grouping by steps or assignees, tasks will be horizontally categorized by the same name. All tasks that do not have any categorization will be clubbed under the Uncategorized group.

You can rearrange a task within a group or even move that task to a different group using the drag and drop feature. This will help you reorder and recategorize your tasks and set priority by assignee or step. When you move a task this way, it'll instantly affect the property of the task even within Kanban and Matrix visualizations.

Filtering tasks

Filtering is the perfect way to cut the clutter and just view the tasks that pertain to specific criteria. Use filters and advanced filter conditions to view specific tasks 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 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 tasks in your list visualization using the Search box for projects. Click the Search box beside the Fields button () and enter the task name that you want to search. You will instantly find all the tasks on the list that match your keyword.

Bulk actions

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

  • Change assignee: Reassigns all the selected tasks to a different assignee.
  • Change due date: Assigns a new due date for all the selected tasks.
  • Change Step and State: Moves selected tasks to a different state of any other step.
  • Delete task(s): Removes all the selected tasks from the project permanently.

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