Sort options sit at the top of your Task list.
Priority
To view your priority items at the top of your work items list click the Priority filter. (Priority tasks are set by clicking the Lightning Bolt icon on a list item).
This puts your prioritised items at the top of the list, as shown by the highlighted arrow next to Priority.
Clicking the Priority button again reverses the order.
Clients
You can order your Task List items alphabetically by Client name.
This will default to alphabetical ascending order. Clicking the Clients button again will change the order to descending and also remove the sort filter.
Step Number
You can order your Task List items by Step Number.
👉 Learn more about Step Number in: How To: Create a Template
If there are no Step Numbers in the work items it will default to sorting by the item title.
Group
You can order your Task List items by the Group Name set on their template.
Items sharing the same Group name sit together in the list.
👉 Learn more about Group Name in: How To: Create a Template
Progress
Orders by how far through its estimated time each item is, comparing time logged against the estimate. Items with no estimate set sort to the end.
👉 Learn more about Estimated Time in: How To: Use Estimated Time
Status
Orders by each item's status, following the order your statuses are set up in rather than alphabetically.
Assigned
Orders alphabetically by the name of the person the item is assigned to.
Start
Orders by the date the work is due to start, earliest first.
Due
Orders by the date the work is due, soonest first.
Potential Risk
Orders by the dollar value at risk on each item, with items that have no risk value grouped together.
Work Board
If you're on a Work Board, the sorting icon is on the top left of your work items.
