Sorting Task templates within the new Customize menu redesign

There has been a solution marked since 2023, but I do not have this option with the dots?

Continuing the discussion from Sorting Task Templates:

Hi @Tyler_Luce , the latest redesign (which is an A/B test) unfortunately has missed this functionality. :confused:

I’ve slightly rephrased your thread title for better searchability, hope you don’t mind!

Don’t forget to vote :slight_smile:

@Marie , @Emily_Roman , could you kindly escalate this to the product team?

Thanks!

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Thanks for the heads up @Richard_Sather, I’ve shared this feedback with the team running this experiment. We’ll circle back here once the test is over!

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duplicated topic: Sort Task Templates - #4 by Alexander_Chistyakov

Hi,
With the new update, we no longer have the ability to sort task templates in the Customize section. Please bring this feature back! Thank you.

YES PLEASE this is an annoying loss

heart Celeste Davis reacted to your message:

+1

It used to be functional. For instance, you could refer to this topic: Sorting Task Templates.

However, currently, there seems to be a lack of capability to rearrange task templates.

Thanks for the heads up @Alexander_Chistyakov .
I’ve merged these threads into one and all votes have been consolidated.

Note to all, the redesign of the Customize menu is part of an A/B test so it may simply go away or stay… or stay and hopefully get reinstated!

Hello, after the new UI changes we are no longer able to drag and sort customized task templates.

Click customize> task templates

The list of “Task templates” cannot be moved/drag like the “Fields”.

Hi @Mark_Saegusa

Welcome to the forum.
Out of interest, why do you want to drag the task templates?

And make sure you upvote your own feedback at the top purple button :wink:

Rashad

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We have a long list of templates and would like to sort them to put the most used templates at the top so we do not need to scroll down everytime. :slight_smile:

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Hi @Mark_Saegusa , you’re right, the new redesign of the Customize menu, which is currently an A/B test, unfortunately omitted the grips that are used to sort task templates.
I’ve merged your post into this existing thread where all votes have been consolidated.

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likewise. this organization feature is missed in our workspace and has indeed made scaling our workspace tedious.

Hi everyone, our developers have confirmed that the new Customize menu has been rolled out to 100% of users, but I’ve shared your feedback with them, and hopefully, the ability to sort task templates can be reintroduced in a future update. Thanks for your input!

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Hi @Vanessa_N , any sign of this feature be reinstated soon? This is becoming increasingly frustrating for customers that I work with that used to have this feature, only to be taken away from us all during the latest redesign of the Customize menu. :confused:

@Vanessa_N - I want to echo @Richard_Sather 's comments. This creates a very messy and frustrating user experience not being able to re-order the templates.

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I want to arrange the task templates in an order that makes the most sense for our users, but right now they are just in the order they were created.

This used to be possible, but a recent update changed this.
I could not find the post where this was first noticed, but the message was passed on to the developers.

I really miss this function too.

@Herve_Buisset , @Robert_Miller2 , here is the post that you can vote on:

1 Like