Hi Paul, the sort order should be stored if you edit the view, set the sort there, and then save.
Please fix Work Plan sorting
I desire to always sort the Work Plan of any project I'm looking at by start date. This is possible, but I have to do it every time I open Clarizen. It's possible to save the filter settings by using "save as default", but sort order is not saved. I wouldn't even mind if this was a per-project thing, but right now it's a "Clarizen forgets this every time you leave" thing.
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@Josh Santos, it isn't. I've done this several times, and it always ends up being set to whatever the default sort order is, likely by item ID (which isn't even a column I display in my view).
I am also experiencing this issue. The Work Plan sort does not save and always reverts.
Ah, the "Work Plan" does revert to the standard order and requires a sort to be applied each time. With any other object you can save the default sort order.
Right, hence this request.
If this is not possible to fix, can you tell us what the field Clarizen is using as the default for sorting items in the Work Plan?
This is very problematic for me as it carries over into Widgets. Now when I share a widget with a client it's sorted in way that makes no sense to them. Additionally, since the widget is a read only item it can't be re-sorted properly by non-licensed users. This makes widgets competely uselsess to me at this time.
Instead of doing a widget for a work plan, you can create one for the task module, milestone module, or project module. These do let you save the sort order.
Josh, I'm not asking for a workaround, I'm suggesting Clarizen fix the problem. Re-designing our views just because "remember sort order" was a design oversight for a specific widget, is not practical.
The reason why this was removed many years ago was sorted work plan views caused great confusion for many users. Especially since you cannot move the work items in an intuitive way if the work plan view was sorted. We were probable getting 20-30 tickets frustrated that they couldn't find their work.
So what is the default sort order for the Work Plan view?
It is based on an internal ID, which is mostly sequential with when the item was created.
Is there a way to edit this "Internal ID" number, so I can manually re-order the items, or at least view it so I can tell which items are out of order? Also, what does "mostly sequential" mean?
Following as this used to work - and I disagree - it is far more confusing now.
I've discovered a work-around for this issue; specifically related to how it was affecting me. Instead of sorting the work plan items by a specific field, I've found that manually re-ordering the Tasks and Milestones for our templates (by dragging the item up or down) accomplishes what I needed to do.