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Level 2
February 20, 2023
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Sorting Tasks and their Sub Tasks together in a Task Report

  • February 20, 2023
  • 1 reply
  • 1019 views

I've got a Task report that displays tasks and sub tasks, and indicates whether or not a task is a task or a sub task, but I can't figure out how to easily sort the report so the tasks and sub tasks are listed together.  I tried grouping the report by task, and that doesn't combine the tasks and sub tasks either. Thank you in advance for any suggestions.

Best answer by Doug_Den_Hoed__AtAppStore

 

Hi @itmailbox,

 

I suggest you add either the Task Number column or the WBS (Work Breakdown Structure) column to your Task report's view, highlight that column, then in the formatting panel above the column, check off the box to sort Ascending. Doing so will force the report to be in "logical" task order. If you are showing multiple Projects within the same report, you could also add the Project column and sort by it (first), and then by Task Number or WBS (second). To make it obvious to the viewer, it's also best practice to show the columns that drive the sort in order from left to right (e.g. Project Name, Task Number or WBS, then Task Name, etc.)

 

Regards,

Doug

1 reply

Doug_Den_Hoed__AtAppStore
Community Advisor
Doug_Den_Hoed__AtAppStoreCommunity AdvisorAccepted solution
Community Advisor
February 21, 2023

 

Hi @itmailbox,

 

I suggest you add either the Task Number column or the WBS (Work Breakdown Structure) column to your Task report's view, highlight that column, then in the formatting panel above the column, check off the box to sort Ascending. Doing so will force the report to be in "logical" task order. If you are showing multiple Projects within the same report, you could also add the Project column and sort by it (first), and then by Task Number or WBS (second). To make it obvious to the viewer, it's also best practice to show the columns that drive the sort in order from left to right (e.g. Project Name, Task Number or WBS, then Task Name, etc.)

 

Regards,

Doug

itmailboxAuthor
Level 2
February 28, 2023

Thank you, that helps, I'm going to test that out.