Sort tasks in the "Task Assigned to You" section
Overview
How do I sort tasks in the "Tasks Assigned to You" section?
You can organize your assigned tasks by Project, Status, Type, or Task Name directly in the Tasks Assigned to You section. Sorting helps you quickly focus on relevant work — for example, grouping tasks from the same project or filtering by progress status.
When and why to use this
Sorting tasks improves clarity and prioritization, especially in busy projects. Use it when you need to:
- Group tasks by project to focus on specific deliverables.
- View tasks by status to identify urgent or pending items.
- Organize by type or name for faster navigation.
- Customize your task list to match your workflow.
The system applies your sorting instantly and keeps the grouping active until you reset it.
Guide - how to sort tasks
- Open the Tasks Assigned to You section from your dashboard or the task module.
- Hover over any blue column header (e.g., Project, Type, Status, Name) and right-click on it.
- Select "Add to Group" to organize tasks into collapsible groups.
Reset or remove a grouping
- Right-click the same column header you grouped by.
- Select "Remove groups" or drag the group header away from the grouping bar (if visible).
Behavior and results
Grouping is dynamic and affects only your personal view — it does not change the task list for other users.
You can combine grouping with filters for more precise task lists.
Grouping vs Filtering
Feature | Grouping | Filtering |
|---|---|---|
Purpose | Organizes tasks into collapsible sections | Hides tasks that don’t match the filter |
Scope | Affects your view only | Affects your view only |
Example use | Group tasks by project | Show only tasks with “In Progress” status |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Grouping options not visible | Not right-clicking a blue column header | Ensure you right-click directly on the header |
Grouping not applied | Selected wrong option | Use "Add to Group" from the context menu |
Can't remove grouping | Did not select remove option | Use "Remove groups" or drag header away |
Quick facts
- Requires: Any user role
- Location: Tasks → Tasks Assigned to You
- Affects: Personal task view only
Updated on: 08/12/2025
Thank you!