My Tasks) – you will get the following error message: We can’t modify hierarchy on a view that is sorted/filtered/grouped. Case in point: in the Tasks web part, if you try to indent tasks in the filtered view (i.e. Just like with the Quick Edit above, some functions on certain lists don’t work if your view is grouped, sorted or filtered. Reason # 3: Some operations are only allowed in non-filtered, non-grouped & non-sorted views So if you decided to alter the default view and group it by a certain column – Quick Edit option won’t be available and you have to ungroup things or create another “flat list view.” The thing is, this feature (that I described in this post) only works in the non-grouped view. If you want you to bulk edit metadata, you can do it very quickly using the Quick Edit function. If you start messing around with the default view, you might inadvertently hide some content, if you do any kind of filtering, for example. So in other words, it shows you things as-is. Reason # 1: Default view is “catch all” viewīy default, the out of the box All Documents or All Items views are not filtered or grouped in any way. Today I want to explain why you should never touch that default view and instead, create your own custom views, should you decide to view information differently. Out of the box, you always get a single view, usually called All Documents (in the document library) or All items (in tasks or custom list). The new library experience and the new custom list experience make it really easy to add/edit metadata columns and create views on the fly. You’ll have options like assigning an Owner, setting a priority and due dates, adding attachments, and even having a conversation about the List.Where SharePoint really shines is its flexibility with metadata and views.
This is the perfect place to store information about Lists. Use Sharing & Permissions to manage who can do what with the view Only the people and teams you allow will be able to unprotect and save changesĪutosave view: Save any time you make a change to the view including sorting and filteringĬopy the URL for the view so you can share it with others
Protect the view from accidental changes. Set as a personal view: By default, views are shared with everyone, but on our Paid plans, you'll be able make views personal so that only you are able to see them Move a view to a new location: Everything level, Space, Folder, or List
Manage View Templates using the Template Center This will remove any changes to the original view Each person who opens the view will see tasks in Me Mode
Change the task view to simple list pro#
Pro tip: Drag and drop pinned views to reorder them!ĭefault to Me Mode for everyone. Pin the view to show it as a distinct tab, rather than putting it in the drop down menu for that type of view. With this enabled, you’ll automatically be shown this view every time you visit this location Make this the default view for everyone in your Workspace. Sort your tasks by enabling the columns of your choice, like:Ĭolumns that have not yet been enabled for your List view will be shown under the “Hidden” menu here:Ĭopy it as a new view (or even delete it by clicking on the trashcan icon) Select your desired columns to make them appear above your tasksĬlick on one or more column headers and you’ll have two sorting options:Ī) “Sort”: This option sorts tasks within the group that they’re in, preserving the same structure of the viewī) “Sort entire column”: Using this option will sort all tasks in the view, by the entire column, removing any grouping that’s in place It’s the perfect way to view the most important tasks at the top of your List view.Ĭlick on the + icon above your list of tasks Sorting allows you to arrange your tasks by due date, priority and much more. next to an existing status to rename, change the color, or delete that status Select a Status template from the Templates list on the leftĬlick the Add Status button to add a new status, or click the ellipses. Select Statuses to open the What task statuses do you want? modal next to the Space, Folder, or List you're adding statuses to To edit statuses for a Space, Folder, or List:Ĭlick the ellipses. You can create custom workflows for all of your tasks at the Space, Folder and List levels.