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How To: Sort the Work list
How To: Sort the Work list

To order your Work Items by priority, client name, step number, or group.

Soraya Brown avatar
Written by Soraya Brown
Updated over 3 months ago

You can easily Sort your Work Items using the sort selections at the top of the Work item list.

Sort options sit at the top of your Work 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 will default list items in alphabetical ascending order, as shown by the highlighted arrow next to Priority. Clicking the Priority button again will change the order to descending alphabetically.

Clients

You can order your Work 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 Work list items by Step Number.

You can use Step Numbers in your tasks.

If there are no Step Numbers in the work items it will default to sorting by the Due Date.

Group

You can order all items of the same kind by selecting Group.

This will order by item type such as Task, XBert, eMail Task, etc.


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