I have a website project template that has all of my tasks in order and grouped in to distinct sections - lets call this the ‘Main List’.
I need to create a separate list ‘View’ that groups the tasks by a custom field. I have no problem creating this new ‘view’ with the custom fields BUT I am facing problems with the individual tasks in this view:
- the tasks appear in reverse order from the ‘Main List’ unless I Sort them using ‘created on’ - ‘Ascending’
- I’m happy to use the ‘Sort’ feature BUT when I do this, I can no longer create a task and drag it to where I would like it to be since the list is now Sorting based on the ‘Created on’ date.
My goal: Keep my ‘Main List’ as it is, AND be able to have a second View that groups tasks by a custom field + has the tasks appear in order without using the Sort feature (ie. fix the reverse order problem I mentioned)
Side note - I have a hunch that the tasks are appearing in reverse order / upside down because the tasks are being created in chronological order from the template, and for some reason when you create a view using custom fields it auto orders them a different way.
Please share any tips! Thank you!
Welcome, @Jack_Stull,
Can you tell us what type of custom field it is? Single-select? Something else? Show screenshots of the custom field definition and the project with sort/group settings.
For single-select, the group and sort will be by the order you specify the options in the custom field definition:
E.g., Tips, then Tools, etc.
Thanks,
Larry
It is a Single-Select Custom Field. Below is a screenshot of the field setup and the custom list view I mentioned. In the second screenshot, the tasks are in the reverse order as needed - which leads me to the issues:
- the tasks appear in reverse order from the ‘Main List’ unless I Sort them using ‘created on’ - ‘Ascending’
- I’m can use the ‘Sort’ feature BUT when I do this, I can no longer create a task and drag it to where I would like it to be since the list is now Sorting based on the ‘Created on’ date.
@Jack_Stull,
You haven’t shown a screenshot of what the Group by dialog looks like.
But if it’s simply grouped by Phase and Ascending, like this:
then please try these troubleshooting steps, then please create a support ticket: see How to contact our Support Team.
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