Summary: The Task Table provides a structured, spreadsheet-like view of your tasks with customizable columns and powerful sorting capabilities.

General Information

What is the Task Table?

The Task Table provides a structured, spreadsheet-like view of your tasks with customizable columns and powerful sorting capabilities. It allows you to see detailed task information in a familiar tabular format that can be arranged and filtered to suit your needs.

When should I use Task Table view?

Use the Task Table view when you need to:

• See and compare multiple task properties at once
• Sort tasks by different criteria (due date, priority, etc.)
• Get a comprehensive overview of all tasks
• Analyze task data in a structured format
• Manage large numbers of tasks efficiently

Basic Usage

How do I sort tasks in the table?

1. Click on any column header to sort by that column
2. The first click sorts in ascending order (A-Z, oldest-newest)
3. Click again to sort in descending order (Z-A, newest-oldest)
4. The current sort column is indicated with an up or down arrow

How do I view task details?

Simply click on any task row to navigate to the detailed view of that task. This will open the full task page where you can see all information and make changes.

How do I change which columns are displayed?

1. Click the “Columns” button in the top-left corner of the table
2. In the dropdown menu, you’ll see a list of available columns
3. Columns with an eye icon are currently visible
4. Click on any column to toggle its visibility
5. Required columns (marked with an eye icon that can’t be toggled) must remain visible

How do I navigate between pages of tasks?

1. Use the pagination controls at the bottom of the table
2. Click on page numbers to jump to a specific page
3. Use the left and right arrows to move to the previous or next page
4. The current page is highlighted

How do I change the number of tasks shown per page?

Use the dropdown selector next to the pagination information that says “10 per page” (or another number). You can choose between 10, 25, 50, or 100 tasks per page.

How do I know when data is loading?

When data is being loaded or filtered:

1. A loading spinner will appear in the center of the table
2. The spinner indicates that tasks are being retrieved or updated
3. The table will become interactive again once loading is complete

Advanced Features

How do I group tasks in the table?

1. Click the “Group By” button in the table controls
2. Select one of the grouping options:
   • No Grouping (flat list)
   • Status
   • Priority
   • Assigned To
   • Units
   • Type
3. Tasks will be organized into collapsible groups
4. Click the arrow next to a group name to expand or collapse that group
5. The number of tasks in each group is displayed next to the group name

What do the different colors for priority and status mean?

Priority colors:

• Low: Light gray
• Medium: Medium gray
• High: Dark gray with light text
• Critical: Black with white text

Status colors:

• Completed: Black with white text
• In Progress: Dark gray with light text
• On Hold: Medium gray
• Cancelled: Light gray
• Overdue: Dark gray with white text

How can I see who tasks are assigned to?

The “Assigned” column shows profile pictures of users assigned to each task. If more than three people are assigned, it will show the first three and a “+X” indicator for additional assignees.

How do I see which organizational units are involved?

The “Units” column shows the organizational units associated with each task. If a task is assigned to multiple units, it will display up to two unit names.

How do I see task progress?

The “Progress” column shows a progress bar representing the completion percentage of each task, alongside the numeric percentage value.

Troubleshooting

The table seems slow with large numbers of tasks

1. Try reducing the number of visible columns by using the Columns menu
2. Use a smaller number of rows per page (10 or 25)
3. Apply filters to reduce the number of tasks being displayed
4. Use grouping to organize tasks into manageable sections

I can’t find a specific task in the table

1. Use the search function in the filters area above the table
2. Try sorting by different columns
3. Check if you have filters applied that might be hiding the task
4. Try using different grouping options to reorganize the view

Some columns I need aren’t available

1. Check the Columns menu to ensure the column isn’t hidden
2. Some information may be available only in the detailed task view
3. Contact your administrator if you believe you should have access to additional columns

The grouping feature isn’t working as expected

1. Ensure you’ve selected an appropriate grouping criterion
2. Some tasks may not have values for certain grouping fields, resulting in “No Status,” “No Priority,” etc. groups
3. Expanded/collapsed state of groups is reset when changing grouping criteria

Why is my table scroll position reset when I change filters?

The table content is completely refreshed when filters are applied or changed, which resets the scroll position to the top. This is normal behavior as the data set may have completely changed.

Best Practices

How should I use the Task Table efficiently?

1. Customize your columns to show only what you need
2. Use sorting to prioritize tasks by deadline or importance
3. Group related tasks together using the Group By feature
4. Use larger page sizes when reviewing a complete set of tasks
5. Switch to smaller page sizes when working with filtered results
6. Use the table’s full-height scrolling to view more tasks without changing pages

What’s the best way to monitor task progress?

1. Sort by the Progress column to see tasks by completion percentage
2. Group by Status to see tasks in different stages
3. Sort by Due Date within each status group to prioritize by deadline
4. Use the “Updated” column to see which tasks have recent activity