In this article you will learn:
1. Where can I find lists in Allex?
Both tasks and projects can be viewed as lists in Allex
Projects:
All projects of the organization can be found in the portfolio as a list
All projects of a search query are also presented as a list
Tasks can be found on the following pages as a list in Allex:
Task list in projects
Task list in Team board
Task list in search
2. Functions of the lists in Allex at a glance
Funktionen | Add and hide columns | Move columns | Resize columns | Move tasks via Drag and Drop | Create tasks from the list | Edit title |
Project lists |
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Search results | ✓ | ✓ | ✓ |
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Portfolio | ✓ | ✓ | ✓ |
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Task lists |
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Project | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Search results | ✓ | ✓ | ✓ |
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Teamboards | ✓ | ✓ | ✓ |
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My tasks/My day | ✓ |
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Tip: In addition to these functions, many more actions can be performed in all lists by clicking on the respective cell
3. How do I customize the columns displayed in Lists?
Click on the Add Field button at the farthest right column to bring up the selection dialog
Check the items you want displayed and remove checks from those you don’t want shown
Drag & Drop the heading of a column to move its position
Click and drag on the left of right border of a column to resize it
Tip: The Add field dialog is sorted from top to bottom by standard Allex fields for tasks and projects, and custom fields of your organization. The search function in the Add fields dialog also makes it easier to search for the specific field you want.
4. When and how to use the bulk edit function
The Bulk Edit function allows you to apply or edit parameters for different objects at once, when in Lists view. Multi-select and bulk edit can be done for tasks, milestones, checklist items and projects.
For a more in-depth explanation of Bulk Editing, click here
Often questions about "How do I work with lists in Allex?" come along with questions about: