Create custom tasks groups for better overview

Overview: create custom groups in the punch list

In Punch list items and Tasks, you can create custom groups and a group hierarchy by column values such as system, zone, or status, which is used when you want a clearer personal overview of punch list items and tasks.

Grouping is a personal view setting and does not change what other users see.

Your role can be any user with access to Punch list items and Tasks.
You can find grouping by right-clicking a column header and choosing Create new group.
This changes only your punch list layout. It does not change task data or exports for others.

All users with access to Punch list items and Tasks can create and manage their own group views.

How to create a single group

Open Punch list items and Tasks.
Right-click the column header you want to group by.
Select Create new group.
Review the grouped punch list.

Screenshot: Create custom tasks groups for better overview - Steps 1, 2 and 3

Screenshot: Create custom tasks groups for better overview - Step 4

How to build a group hierarchy

After the first group exists, right-click another column header.
Select Add to group to add another level in the hierarchy.

Screenshot: Create custom tasks groups for better overview - Guide - How to group by multiple fields

Results: custom groups in the punch list

Grouping is visible only to you
Groups can be expanded or collapsed
You can change or reset grouping by right-clicking headers again
Items can sit in multiple hierarchy levels when you add more fields

Troubleshooting: custom groups in the punch list

Problem	Cause	Solution
Grouping not visible to others	Views are user-specific	Each user must set up their own grouping
Group does not update	Grouped field values are empty	Fill the field on the items, then refresh the view

Updated on: 07/26/2026

Was this article helpful?

Thank you!