Grouping & Viewing

Overview

The Tasks List of the mobile app provides a streamlined and organized view of all tasks, allowing users to manage, filter, and group tasks effectively. It adapts dynamically to user preferences and company-wide settings, ensuring an intuitive experience for tracking and updating task progress. The page enables users to view tasks grouped by their selected options, save their preferred configurations, and automatically sort tasks by priority, due date, and deadlines. Users can expand or collapse task sections, dynamically view changes in real time, and easily navigate task hierarchies. By reading this article, you will learn how to manage tasks using grouping and viewing settings, and understand how task priorities and hierarchies are displayed. You will also discover how dynamic updates ensure task accuracy and efficiency.

Grouping

All tasks can be set in the groups by:

• No groups

• Status

• Status Category

• Root Product

Let's get closure and find out the tiniest details about to each of them.

No groups

1. Click on "⋯" button

2. Click on "Grouping" option

3. In the buttom menu choose "No group" option

   1. System collects all tasks with the same status in the section

   2. All sections are open by default

If the “No groups” option is selected on the Task screen, all tasks will be displayed in a specific status order. First come those that have been reopened, followed by tasks that are in progress. Next are the ones that are on hold, then those that still need to be done. After that, you’ll see the blocked tasks, and finally, the completed and canceled ones.

Status

1. Click on "⋯" button

2. Click on "Grouping" option

3. In the buttom menu choose "By status" option

   1. System collects all tasks with the same status in the section

   2. All sections are open by default

Status Category

1. Click on "⋯" button

2. Click on "Grouping" option

3. In the buttom menu choose "By status category" option

   1. System collects all tasks with the same status category in the section

   2. All sections are open by default

In the "By Status Category" group, all task statuses are divided into several categories:

• "To Perform" – these are all tasks that still need to be done. This includes the statuses "To do" (not started yet) and "Reopened" (sent back for revision).

• "Performing" – tasks that are already in progress. This includes "In progress" (currently being worked on) and "On hold" (paused).

• "Ready" – tasks that are completed or no longer require action. This includes "Done" (finished) and "Cancelled" (called off).

• "Blocked" – if a task runs into issues and cannot be completed, it gets the "Blocked" status.

Basically, this grouping helps organize all possible task statuses into broader categories, making them easier to manage.

Root Product

1. Click on "⋯" button

2. Click on "Grouping" option

3. In the buttom menu choose "By root product" option

   1. System collects all tasks with the same root product in the section

   2. All sections are close by default

For a task to show up in the "By Root Product" group, it needs to match certain key details about the root product. Specifically, it should have:

• The same root product name

• The same root product variant

• The same root product version

• The same root product configuration

In other words, if a task is linked to a particular root product, it will be grouped with other tasks related to that same product, as long as these details match. Simple as that!

Viewing

User can set the following views:

• Plane

• Plane with sets

Let's get closure and find out the tiniest details about to each of them.

Plane

1. Click on "⋯" button

2. Click on "Viewing" option

3. In the buttom menu choose "Plane" option

Plane with sets

1. Click on "⋯" button

2. Click on "Viewing" option

3. In the buttom menu choose "Plane with sets" option

   1. System collects all tasks with the same task name, product name, product version, product variant, task status, assignee + root product configuration + root product variant in the set

   2. The option of bulk status change for tasks is available in the view of sets

Grouping and Viewing are combined to make it easy for the executive to view their tasks and stay up to date.