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Custom View Heirarchy

I want to setup a custom view for tasks that groups the project, tasks, and subtasks in a hierarchy structure.  Very similar to what we see in Work Plan on the project screen.  How can I do that?

Michael Cibelli Answered

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I can't think of a way to do this at the moment with the hierarchy.  We do have plans for grouping in the future.

Josh Santos 0 votes
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Hi Josh, 

 

Has there been any update on this? We have several people who will be working on 30+ tasks simultaneously, and it all kind of becomes "noise" without any hierarchical structure. I know you can see what project it belongs to by hovering over the task, but the hierarchy is really important. Please advise how we could do this!

 

Thanks, 

Sima

Sima Vasilver 0 votes
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I have a simple solution for you. There is a setting that allows you to show the hierarchy on all tasks without needing to hover. Click the gear icon on the top left of the Tasks panel >> Manage >> Select Name on the right column >> Under "Format" Select "Always Show Path."

Josh Santos 0 votes
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Hi Josh, 

 

Thanks - that definitely does help, but I meant more like a work breakdown structure that's present in the project view, so that team members aren't overloaded with seeing all the tasks, and can collapse whatever they need to.  

Sima Vasilver 0 votes
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