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Grouping and Ordering Standard Tasks
Grouping and Ordering Standard Tasks

Learn how to organise your CiteOps Planning Board to plan and schedule your tasks in a more efficient way

Jeffrey Guma avatar
Written by Jeffrey Guma
Updated over 9 months ago

A standard task helps users to create task templates that are often scheduled. When having multiple standard tasks, it can be difficult to find a specific task. Therefore, organizing these tasks in different groups becomes useful.


Step-By-Step Guide

  • Organizing existing standard tasks in existing groups

  1. Click on the planning board icon.

  2. Right click on the standard task.

  3. Click on assign to new group from the display list.

  4. Click and select the existing group name from the list.

  • Organizing existing standard tasks in new groups

  1. Click on the planning board icon.

  2. Double click on the standard task.

  3. Click in Group and type the new group name.

  4. Click on Save.

All groups and standard tasks will be displayed on the left side of the screen.

Tip 1: You can hide and unhide tasks from the list if users want to only see the group names.

Tip 2: To collapse all groups except a selected heading, use CTRL + Click on a specific heading.

Tip 3: To select multiple tasks, use CTRL + Click on the desired tasks.

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