A list view is a table where you can see and work with all the tasks from the project in cases when you do not need a Gantt chart.
Fields
Just as with a Gantt chart view, you can add all the Standard fields and Custom fields 2. You can tick fields you would like to add to the list.
Use six dots to drag and drop 3 a task. You can also drag and drop columns or sort them by clicking on the column name. Additionally, you can extend and decrease columns side. The new columns order, sorting or size will be saved after you close the list.
Adding tasks and milestones
To add a new task or a milestone, you need to click on the Add new task 3. Alternatively, use the advanced buttons Add a task, Add a milestone 3 at the bottom of the task list.
Bulk change
In the List view, you can also select multiple tasks and apply bulk changes. Click on the corresponding icon 4 and tick all the tasks you need to apply changes to 5. You can do it in regards to the assignee, status, priority, and custom fields 6 if you have added them.
Overdue tasks
In the List view, you can also see Overdue tasks. Enable the corresponding icon 7 and you will see all the tasks whose due dates have already passed, but their status is still In progress or Open. They will be highlightedin red.
List format
In the List format 8 you can choose the way, you would like to sort your list. You can choose one out of three options: list, WBS, grouped list. The List option shows the list of subtasks, milestones and summary tasks that don’t have any subtasks. Summary tasks that have subtasks won’t be shown in the list. The option Grouped list is chosen by default. The option WBS changes tasks order to the one you have on your Gantt chart.
If you choose the Grouped list, you will see a button Grouped by 9 that will allow you to group resources by status, priority, assignee and custom field.
Note that you can group only the following custom fields types: List, Color, Multiselect, People and Labels.
View settings
In the View settings 10, it is possible to choose how you want to see closed tasks in the list and which grid view you prefer. You can switch off strike through and greyed out for closed tasks. You can also decide if you would like to see the task type on the left of the task.
Filter
For quick access to particular tasks, use Filters 11. You can filter the list view by task name, type of tasks, assignee, status, priority, creator, date range, start, end or creation dates and colour. Additionally, you can filter by overdue tasks or use saved filters.
Learn here what types of filters you can apply, how to use them and save thereafter.
Export
Lastly, you can export 12 the list of tasks in .xlsx format. During the export all fields or added fields can be chosen. If you select Export added fields option, then only added at the moment fields will be exported to .xlsx.