Personalising the Task List

By default, Amplify shows a few essential columns in the task grid. The information displayed by default includes the task name, start and end date, progress percentage, name of the assigned user, completed date, a flag that indicates whether the dashboards will display the task or not and the linked stage-gate.

However, if your team wants to see more specific details in the grid, sort or hide columns, indent or outdent tasks or have a different column layout, you can do so using the available customisation options. Once you have created the desired layout and structure and determined the columns that you wish to view, you can set up a view and save it under a distinct name so that it is easy to access the data whenever you want.

This article discusses the following topics related to customising your task grid:

• Show a column
• Hide a column
• Sort a column
• Rearrange columns
• Change column width
• Filter tasks
• Align tasks
• Set up custom views

 

Show a Column in the Grid

You can choose to display specific details corresponding to the schedule while hiding all unwanted information. The following columns are available to choose from: Task ID, internal ID, created and updated dates, parent task ID, initiative name, task type, baseline start and end dates, variance and custom field information.

To show or add a column in the task grid:

1. Right-click on the header row to display the context menu.
   
2. Scroll down the menu list and locate the information that you want to display.
3. Put a tick in the checkbox next to the desired column name.
   You will now see the selected column in the task grid.

 

Hide a Column in the Grid

If a specific column in the grid is not essential for your project, you can hide it.

To hide a column in the task grid:

1. Right-click on the header row to display the context menu.
2. Scroll down the menu list and locate the information that you want to hide.
3. Click in the checkbox next to the desired column name to unselect it.
   The selected column will no longer display in the task grid.

 

Sort a column

You can apply two types of sorting mechanisms on the grid: organise the whole data by values in one column or by values in more than one chosen column.

To sort a single column in ascending or descending order: 

1. Right-click on the header row of the column you wish to sort.
   
2. Select the required sort option.
   You have now sorted the selected column in the preferred order.

To sort by more than one column: 

1. Right-click on the header row of the first column to sort the entire grid.
2. From the context menu, select the sort option from the Multi sort sub-menu.
3. Select the next column you want to sort by and click the appropriate sort option from the Multi sort menu.
   
4. Repeat the above step to select the next column.
   As you click on the header options, the headers will start showing numbers '1', '2', '3'  in the order in which the columns are selected.  Click anywhere outside the context menu to close it. The grid will be sorted according to the selected order. You can choose the columns one after another, and the sorting will happen in levels.
   
   If you need to remove the sorting, right-click on the column and select the Remove sorter option from the Multi sort submenu.
   
   

 

Rearrange Columns

You can reposition the columns within the list to display the information in your preferred order. Click on the column header and drag it to the desired position in the grid.

Change the Column Width

If the content of a column is too long to be displayed, you can change the width of the cell. 

To adjust the width of the column:

1. Hover the mouse over the column border in the header area to display a double arrow. 
2. Click and drag the border to the right to increase the column width. Pulling to the left-hand side will reduce the width of the column.

Filter Tasks

Filter icons on the headings at the top of each column allow you to filter out tasks quickly.

Align Tasks

You can indent a task below another one using the context menu options.

To indent or outdent a task:

1. Right-click on the task you wish to indent.
2. From the context menu, select the Indent option.
   The task will now move under the previous task, turning it into a parent task.
3. To move it back, access the context menu and select the Outdent option.

Set up Custom Views

Once you have selected the columns to work with, sorted and rearranged them in a preferred fashion, you would want to save the layout for making it readily available for use whenever you visit the schedule page. It is possible to save your preferred task grid layout and settings as a customised view.

To create a custom Gantt view:

1. Click on the Views menu.
2. Select the Save as option from the Save drop-down menu.
   
3. Type in a name for your view in the dialogue box that displays.
4. Click on the Save button.
   Your custom view will now be available for selection in the Views menu.