Managing columns in the Hierarchy view
You can add and remove columns in the Hierarchy view to focus on metadata specific to your needs. Select the information you need to see on the hierarchy board for all tasks, so you do not need to open each task to see details, and you can use the search and filter options more effectively.
Important note for site admins
Manage columns is only available if the site uses a Tasks metadata iSheet that is assigned to the Tasks admin.
The Hierarchy view can include any column that is available in the Task metadata iSheet view.
If there are specific columns that should not be visible to a user please configure appropriate column permissions to restrict access to those columns.
Add and remove columns
You must have access to the Task metadata iSheet view.
Open the Tasks module and open the Hierarchy view.
The default Hierarchy view opens:
Select the More actions icon for the Hierarchy view, then Manage columns:
The Manage columns panel opens:
- Click the delete icon to hide the column
- Click and hold the 6-dot drag-and-drop icon to move a column
- Select Add column to see a list of columns in the source Task metadata view. Select a column to add it to your view
Type the name of a column in the Search box to filter the list of columns.
You may include up to 15 columns in your selection.
For example:
Click Save to keep your changes.
The default Hierarchy view is replaced with your selected columns:
When you open the Hierarchy view on this site, it opens your selection of columns.
No other user can see your views and you cannot share them.
Change column widths
As of September 2023, you can change the width of each column. This allows you to see all the content in a column, or minimise the column if it is not needed for now.
Hover the cursor over the boundary between two columns in the title bar. The cursor changes to a double arrow when it is over the boundary.
Click and hold, then drag the column to the required position.
Changes to the Tasks metadata iSheet
Your saved columns are deleted if the source view or iSheet is removed, or if your permissions change and you no longer have access to that view or iSheet.
This also applies to individual columns; if columns are deleted from the source view or iSheet, or your permissions are removed, the columns are also removed from your selection.
If an item (iSheet, view or column) is later restored, columns in that item are also restored.
Edit your columns
Select the More Actions drop-down menu, then Manage columns.
Make your changes to the included columns, then click Save.
Changing the order of tasks
Open tasks, then the Hierarchy view.
Click the Reorder toggle above the list of tasks.
A Reorder handle is shown at the left of each task and sub-task:
Click and hold the Reorder handle, then drag the task to its new position:
It is not currently possible to move a sub-task from one parent to another parent.
Tasks are automatically renumbered to match the new position:
Tasks that contain sub-tasks can be moved as one item, and are shown as stacked rows:
Or:
It is not possible to move a sub-task to a new parent task:
No new position is created; if you release the row it returns to its original parent task.
Note: in some cases the task does not return to its original position in the original parent task, please check.
Changes are automatically saved. After you have reordered your tasks, click the Reorder toggle so that no further changes can be made.
Changes to the Hierarchy view are also reflected in the Card view, and vice-versa.
Making bulk changes
In the Hierarchy view, you can select multiple tasks; you can then change the assignee, change the status, copy or delete the selected tasks.
Content admin permissions are required to make bulk selections.
Open the Hierarchy view, then select one or more tasks or sub-tasks. The status panel above the list shows how many items are selected, and provides action icons:
The actions are: Assign, Update status, Duplicate and Delete. Additionally, the last button allows you to Deselect all.
Assign
Click Assign above the list of tasks:
This opens the Assign Tasks window:
Type the name of a group or user, select the name from the list then click Assign.
The change is immediately shown in the list of tasks.
Update status
Click Update status above the list of tasks:
This opens the Update status window:
Click an item from the list to change the current status.
Click Add new status to create a new status flag. Type a name and select a colour for the status, then click Add.
After you change the status, click Update. The change is immediately shown in the list of tasks.
Duplicate tasks
