How To: Sort the Work Tasks

You can easily Sort your Work Items using the sort selections at the top of the work tasks views.

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.

If you're on a Work Board, the sorting icon is on the top left of your work items.

All sorting options in the Work Boards are only sorted in ascending order.

You have an option to sort by: