Group and Organize Tasks

The scheduler grid allows you to organize and manage line items with nested grouping, making it easier to find entries of interest at any time. This grouping feature lets you create multiple groups based on column values, so all tasks sharing the same value in a selected column are grouped together. You can then create subgroups within each group by selecting another column, and so on. This creates an accordion-style view, where subgroups are nested inside parent groups.

For example, you may want to group items by assigned subcontractors and then by planned days within each contractor group. First, you can group by the 'Contractor' column, then add 'Planned Days' as another grouping criterion. You can create as many rules as needed, with each applied sequentially.

You can also use the groups to create custom views of the grid to show the items organized in a specific manner. See Manage Custom Grid Views to learn more.

To add grouping rules 

• Click the group icon  .
• Select the column as your first grouping criterion.

The color by which the group will be shown in the accordion fold is shown beside the column name. 

• Click on the color patch and select the color for the stripe.

• Click 'Add' to add more grouping criteria one by one
• You can easily adjust the order of nested groups by dragging and dropping the grouping criteria, allowing you to rearrange the hierarchy to suit your needs.

• Click 'Apply' for your setup to take effect.

• Click 'Reset' to remove the grouping settings.