Hi there - we are brand new to Assembly. We want to use the Task feature extensively with our clients. Quick question - is there a way to sort task by the due date so you can see tasks that are due soon? I cannot find an option to do this. Thanks.
Hi Julie, great question!
Tasks with due dates will automatically sort to the top of their respective status columns, ordered by which are due soonest. So if you have a handful of tasks across a status like “In Progress,” the ones with the nearest due dates will bubble up first, followed by tasks without due dates below them.
This is default behavior, no configuration needed on your end.
Let us know if you’re seeing something different and we’re happy to take a look!
Thank you Adam. That is very helpful and makes sense. One more question for you. From what I’m seeing, the subtasks are not shown in chronological order with the other main level tasks, but rather nested under the main task and the overall sorting is by the main task. For example, in the “In Process” bucket - if a subtask was due today, but the main task isn’t due until August - it would show up in the order of the list in August and not at the top of the list (today). Is there a trick to fix this? We would want to be able to see chronological order of tasks and subtasks in a list so we don’t miss anything. Thanks!
Hi, @Julie_Angilly
Yes, the task list is sorted based on the parent task’s due date rather than the subtask’s due date. So for example, if a parent task is due in August but has a subtask due today, it will still appear lower in the list behind tasks with earlier parent due dates, regardless of how soon the subtask is due.
Unfortunately there isn’t a native way to change this behavior at this time. The only workaround would be to create time-sensitive items as standalone tasks rather than subtasks if you need them to surface at the top of the list in chronological order.
I can definitely see how having subtasks factor into the overall sort order would be really useful and I’ll make sure this is submitted to our product team as a feature request.
If you have any other questions, please let me know. We’re always here to help! 