In this article you will learn:
1. What is task grouping?
To get a better overview of your planned and ongoing tasks you can group them. In the Board-view of My tasks you find predefined grouping options (by status, project, or end date) as well as the option to create custom task groups (e.g. by priority or customer).
2. How can I group my tasks?
Go to My tasks or My day and open the Board-view
Here you can choose to Group your tasks by status, project, or end date (default)
Group by end date: View your tasks based on end date, with columns organized for today, tomorrow, this week, next month, and later.
Group by status: You can change the status of a task/milestone/checklist item via drag and drop and add a personal task to each status column
Group by project: You get an overview of your tasks by project. You can add tasks to the project column but not drag and drop tasks between projects
3. How to configure custom groupings?
To match your individual way of task management, you can configure custom grouping views. These custom groupings allow you to organize tasks by any attribute you select. The custom groupings are only available for you on your My tasks page.
Open the Group by menu
Click on Configure custom groupings
A dialog opens
Type in the name for a new grouping in the Add new grouping line (e.g. Priority) and press enter
You can edit or delete your groupings via the pencil and trashcan icon next to the grouping title in this dialog
Press close on the dialog to confirm the creation and your edits
Quickly access the newly created grouping (e.g. Priority) by pressing on the Group by menu. You will find your created grouping e.g Priority above Configure new grouping
Select your grouping to open it
You find a board with one column of all tasks assigned to you (same as in My tasks list) on the left
Top and right of this column press on Add new group and create groups like Priority 1 and Priority 2, which bring structure to your grouping (here: Priority)
Now that you created your groups (Priority 1 and Priority 2) simply drag and drop tasks from the No group column on to the groups to organize your tasks
Change the order of groups by drag-and-dropping them
Edit the group title by pressing the pencil icon next to the name of the group (e.g. Priority 2 is changed to Priority high)
Delete a group by pressing the trashcan icon
