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Sorting on the Gantt Chart

Table 47. Availability - Legacy plans


Overview

The Gantt Chart has a default sorting order for folders and spaces (Gantt manual order) and for projects (cascade sorting), but you can also customize how tasks are sorted to meet your (and your team’s) needs.

Cascade sorting (by predecessor)

When you open a project on a Gantt chart by default, cascade sorting is applied to tasks, folders, and projects. A task, folder, or project’s vertical position on a Gantt chart (how close or far it is from the top of the screen) is determined by the following rules of cascade sorting:

  • Projects are sorted by date. Projects with the earliest start date are closer to the top of the chart than other folders and projects.

  • Folders are sorted by the start date of their earliest task in ascending order. Folders containing tasks with earlier start dates are closer to the top of the screen than other folders and projects.

  • Projects without dates and scheduled tasks and folders without scheduled tasks are sorted alphanumerically and are listed underneath all other projects and folders.

  • Subfolders and subprojects are listed directly underneath their parent folder or project.

  • Within a folder or project, tasks with dependencies are listed first and then tasks are listed based on their start dates.

  • If more than one task has the same start date, then the task with the shorter duration is listed first. If there are multiple tasks (or dependency chains containing tasks) with the same start date and duration, then they're sorted alphanumerically.

Gantt manual order

When you change the order of an item on the Gantt Chart manually, this sorting is saved under the Gantt manual order title. You can come back to this sorting anytime.

Tasks on the timeline mimic the order of tasks on the table. When you rearrange tasks on the table, tasks on the timeline shift left or right to match the new order and vice versa.

Reorder tasks on the timeline:

  1. Click and hold a taskbar on the timeline.

  2. Move the task to the appropriate location.

  3. Release your mouse.

This way you can rearrange the order of tasks within one location or move items to a different folder or project within one view.

Rearrange tasks from the table:

  1. Click and hold a task's row number from the table portion of the view.

  2. Move the task to the appropriate location on the table.

  3. Release your mouse.

Tip

To select a range of tasks, click the first task's row, press and hold Shift on your keyboard, and click the row of the last task you want. Once the range is selected, you can drag and drop it the same way you do with a single task.

Change sorting order

  1. Click the applied sorting option above the table.

  2. Select the sorting option you want to apply.

You can sort tasks, folders, and projects by:

  • Priority

  • Due date

  • Status

  • Title

  • Predecessor

  • Gantt manual order

Note

Click the column title to apply ascending sorting by values in this column; click the same title again to apply descending sorting.

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