Reorder Task Templates in Customize menu

Hi there,

I am no longer able to reorder task templates in the customize section after recent changes to the customize menu. Previously we could use the grips on the left (2x3 dots) to drag them up/down in the preferred order. However, now the different types of tasks are categorized into Task, Milestone, and Approval, and within each category, you can no longer order these tasks.

In the drop down lists, I was relying upon having task templates in a certain order to categorize the task templates depending on the topic.

Thanks

Hi there,

It seems the UI/UX recently changed for Task Templates and now it’s housed under Task Types and Templates. From what I see, you can no longer drag and drop your task templates in the order you want them to appear. You used to be able to organize them as you wanted, so for example you could alphabetize them which would make it really easy to find what you need.

I’d love confirmation if this feature is truly gone and if it is, please consider adding that functionality back in. One other note, it does now take far more clicks than previously to get to task templates so it would be great to reduce the amount of actions it now takes.

Thank you!

1 Like

+1 to this.

Unfortunately, the new updated Task Template UI makes it much more tedious to find and use task templates, both in the Customize section but also in the “Task” drop-down menu where the templates are picked from.

I’d highly recommend going back to the previous UI version and allowing the task template order to be customized again, as this was a crucial part of why the feature was great before.

1 Like