Top Tips
- Any changes made to the sort order are project specific and will impact all project members when saved.
- Irrespective of the current sort order, new tasks and milestones will always be inserted at the bottom of the existing list. The sort option within scheduling should then be used to re-order the entire plan.
- Whilst in the scheduling mode, you can also ‘drag and drop’ tasks and milestones into the order you'd liked them to be in. See Scheduling Mode for more information.
When in scheduling mode, you can customise the sort order of the tasks and milestones in the Gantt. To access the scheduling mode, click on ‘Scheduling’ in the top bar, next to ‘Add Task’.
Then click on ‘Actions’ and ‘Sort’.
A new pop-up will appear. Select the entity that you would like to sort your plan by i.e. end date, duration, key etc. The sort can be in ascending or descending order. Note: The entities available to select from will match the columns visible within the Gantt.
Click ‘OK’. The sort order on screen will now be updated.
To apply this sort order to the Gantt view outside of the scheduling mode, click ‘Save’ in the bottom right-hand corner. The sort order will then become the default Gantt view for all project members.
Any project member can repeat the steps above to change the sort order of the Gantt.
Advice
- System Administrators can amend the columns shown within the Gantt. Please see How to amend which columns are available to users in the Gantt chart [For System Administrators]