We have 1 main task for each type of sales (machines, services, training courses)
We have a subtask for each individual customer
But we cant sort the subtasks so we only see the active customer leads. This means as our list grows longer and longer we have to scroll through hundreds of DONE leads to get down in the bottom to see the active unfinished sales leads .
If just there was a way to filter or sort so we only see the unfinished subtasks.
Do you get value from storing those in this hierarchy? If the subtasks are just grouped under a task by some category, that feels more like they should be tasks with a custom field value, which would solve this entire thing. So, in your example, you might have a custom single-select field called Sales Type with values IC, SC, Maskiner, etc. Each task would get tagged with one of those and then you can group by that field to simulate your current setup.
If you absolutely must keep the workflow as currently designed, I don’t believe it’s currently possible to filter/sort at the subtask level; you could try multi-homing the subtasks into the project (i.e., they’ll appear as “tasks”), but at that point it might make more sense to just use a custom field for the “task” values anyway.
Unfortunately, your current setup is not scalable, you will end with hundreds of subtasks of leads (I wish you good business!) which as you have realised, you cannot filter by incomplete, or sort. This is just not how subtasks have been designed to be used.
I hope you can restructure this project soon before it gets out of hand!
Lead = Task
Sales types = Options in a Single-select field
No subtasks
