Featured:
Creating a New Task List
Editing or deleting an existing list
Moving existing Tasks to a list
Filter Tasks by list
Selecting a list when creating a new Task or editing a Task from a sheet
Task Lists on iOS
The Tasks Overview page on our website provides a high-level summary of progress across all lists, as well as an interactive dashboard.
You can view all your Tasks in graph format, making it easy to view Tasks by status, top Tasks stamps and creator with a single click.
To access the Tasks Overview page, click on the 'Tasks' Dashboard button at the top left corner of the Tasks Log.
This is the Tasks Overview, where you can create and manage Task Lists, as well as view graphs for All Tasks, Top Tasks Stamps, and Task By Creator.
Task Lists:
On plangrid.com, project Admins can create lists to better organize Tasks being tracked in the field.
Creating a new Task List
1. Go to the Tasks Overview page by clicking on “Overview” on the upper left corner of the Tasks Log page
2. Click on “Create List”. Please note: only Admins can create Task Lists.
3. Type the name for your list, and click on “Create New List”
To edit or delete an existing list:
1. Click on the three dots button on the right side of your list.
2. Click on “Delete list” to delete your list, or “List settings” to edit its name.
3. Type your new list name, and save the changes.
Moving existing Tasks to a list
1. On the Tasks Log, select the Tasks you wish to move to your list, and click on "Move"
2. From the dropdown menu, select the list you want to move your Tasks to, and click on “Move to list” at the bottom.
Filter Tasks by list
1. On the Tasks Log, click on “Tasks” on the upper left corner.
2. Click on the list you wish to filter by.
3. To remove your filter, click on your list name on the upper left corner, and click on “Tasks"
Selecting a list when creating a new Task or editing a Task from a sheet
1. Click on the Tasks icon on the toolbar, and select your stamp type. Place it on the sheet, and a details drawer will open on the right. (If this is for an existing Task, click on the stamp on the sheet, and the details drawer will open).
2. Click on the field under “list”, and select your list from the dropdown menu.
Task Lists on iOS
1. On your iPad or iPhone, after a Task is created, tap on “List” to select your list.
2. Tap on the list you want to move your Task to.
3. To filter Tasks by list, go to the Tasks Log and tap on the filter button at the top and choose "Show more filters" to filter by list.
