Overview
You can organize your tasks for better task management on the mobile app!
This article will show the different sorting options and views in the mobile app to organize your tasks.
(Note: Open tasks can only be viewed in list view in the mobile app. If you want to see tasks in calendar view, check out how to create a task calendar using custom dashboards.)
Table of Contents
View Options *new!
How Sorting Works
To access your task list, from the mobile home page, select "Open Tasks" or "My Tasks."
To the right of the search bar, click the "Sort" button to organize tasks by one of the sort options.
Your tasks will remain sorted by your selected sort option until you decide to change it.
Tasks are grouped together based on the selected sort option. Groups can be expanded/collapsed using the caret icon.
(Note: Selecting "Latest Activity" or "Unread Comments" will not create sort groups, but will reorder your task list based on the selected sorting option.)
Groups are sorted first to last, beginning numerically and then alphabetically.
For example, if you have assets that begin with numbers in the name, those will show first followed by your other assets in alphabetical order. For dates, the oldest date will be listed first followed by more recent dates.
To sort last to first, click on the sort group. First to last is indicated by the caret facing up, and last to first is indicated by the caret facing down.
Within a sort group, only 5 tasks will show at a time. If you have more than 5 tasks within a sort group, your additional tasks will be paginated.
If a sort group is empty, it will be hidden. For example, if a user currently chooses to sort by "Priority" but has no high priority tasks, the "High Priority" group will be hidden.
Sort Options
You have 9 sort options to choose from:
Location
Location
"Location" sorts tasks by location if a user has access to more than one in Limble.
Asset
Asset
"Asset" sorts tasks by assets.
Assets are sorted numerically first, then alphabetically. For example, any asset whose name begins with a number will be listed first, followed by assets that begin with the letter "A," "B," "C," etc.
(Note: if a task has no assigned asset, it will be listed under a group called "No Asset." The "No Asset" group is listed in alphabetical order with your other asset groups.)
Assigned To
Assigned To
"Assigned To" sorts tasks by which user or team is assigned to a task.
Latest Activity
Latest Activity
"Latest Activity" sorts tasks based on when the last action was taken.
"Activity" includes actions such as completing or working on instructions, commenting on tasks, or actions taken from the action button (logging time, adding a part to a task, etc.)
Selecting "Latest Activity" will not create sorting groups. Instead, your task list will reorder based on activity.
By default, activity will be organized where oldest tasks are listed first.
Priority
Priority
"Priority" will sort tasks in order of priority.
If your team uses custom priorities, they will be included and ordered numerically.
Created Date
Created Date
"Created Date" sorts tasks by the day they were created. By default, the groups will begin with oldest tasks to newest tasks.
Each individual date will be its own group.
Due Date
Due Date
"Due Date" sorts tasks by due date. By default, the groups will begin with oldest or most overdue tasks to newest tasks.
Each individual date will be its own group.
Status
Status
"Status" sorts tasks by their status.
If your team uses custom statuses, those will also be included in the sort groups.
Unread Comments
Unread Comments
"Unread Comments" sorts tasks based on if they have unread comments.
Selecting "Unread Comments" will not create sorting groups. Instead, your task list will reorder based on which tasks have the oldest to newest unread comments.
View Options
A view is a filter that only includes tasks that meet its criteria.
You can layer a view with a sort option, so you only see tasks that meet the view criteria and are organized by your desired sort groups.
Your selected view will remain the same until you decide to change it.
You have 6 view options to choose from:
View All
View All
"View All" is the default state. This view does not filter out any tasks from your task list.
My Tasks
My Tasks
"My Tasks" shows tasks that are assigned to you or a team you are apart of.
If you have access to other user's tasks, this view filters out any tasks that you are not assigned to.
My Highest Priority
My Highest Priority
"My Highest Priority" shows the highest priority tasks that are assigned to you or a team you are apart of.
If your team uses custom priorities, the system will look for the highest numerical priority and use that as the view filter.
My Created Today
My Created Today
"My Created Today" shows tasks assigned to you or a team you are apart of that are created the day you're viewing your task list.
If you log in the next day and a task from this list has not been completed, it will be removed from your task list as it no longer meets the filter criteria.
My Due Today
My Due Today
"My Due Today" shows tasks assigned to you or a team you are apart of that are due the day you're viewing your task list.
If you log in the next day and a task from this list has not been completed, it will be removed from your task list as it no longer meets the filter criteria.
Unassigned
Unassigned
"Unassigned" shows tasks that have not been assigned to a user or team.
If you're a manager, this can help you ensure unassigned tasks are delegated to the appropriate user or team to get done in a timely matter.
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Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.