Organize your list

  • Anyone with access to the business project can group items in the list

  • Your grouping will persist when when navigating between views and other business projects

You can group the items in your list by certain attributes. Organize and visualize your work how you want to. For example, you can check high-priority tasks to see that nothing is blocked or see individual team members' workloads at a glance.

All users are in control of how they want to view their work so how you group your list is visible to you only. You can group your work by:

  • Assignee

  • Status

  • Priority

  • Category

When you sort, filter, or group your list, child items will stay with their parent items. The type icons will be nested below each other, so you can clearly see how the items relate to each other.

For example, if you group the list by assignee you’ll see each item listed under the person it’s assigned to. Any child items will be nested below their parent item, even if they’re assigned to a different person.

This allows you easily keep track of the hierarchy and relationship between pieces of work, no matter how you organize your list view.

Group your items

To group the items in the list, you can:

  1. Select the Group button at the top-right of the list

  2. Choose one attribute that you’d like to group your list by. This can be either assignee, status, or priority. You can only select one.

  3. Your list will then be grouped by your selection and will only be visible to you.

Drag and drop items

Once you group your items, you can drag and drop an item from one group to another.

To drag and drop items:

  1. Hover over the Type column for the item you want to drag to see the icon.

  2. Hold and drag the item to the assignee, category, or priority you want to move it to.

  3. Drop the item.

The item should now be assigned the attributes of the group it has been moved to.

You cannot drag and drop items when grouped by Status.

Clear the group

To clear the grouping:

  1. Select the Group by drop-down at the top-right of the list.

  2. Select Clear.

alt="Clearing the grouping from the list."

Additional Help