> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/end-users/to-do/organizing-and-tailoring-the-task-list.md).
# Organizing & Tailoring the Task List
Organize and customize your task list to fit the way you work—using grouping, sorting, and display options.
## Grouping & Sorting Tasks
Control how tasks are presented using the **Group By** and **Sort By** dropdowns in the toolbar.
{% stepper %}
{% step %}
### Grouping Tasks
Use the **Group By** dropdown to organize tasks by the following attributes:
* **Type** (e.g., Approval, Confirmation)
* **Status** (e.g., New, In Progress)
* **Sent By** (who assigned the task)
* **Priority** (e.g., Normal, High)
* **Creation Date**
* **Due Date**
{% hint style="warning" %}
To display tasks without grouping, select **None** from the dropdown.
{% endhint %}
Each group header displays:
* The **group** **label** (e.g., *Today*, *This Week*)
* The **number of tasks** in the group (e.g., *3 Tasks*)
* A **toggle to expand or collapse** the group
{% hint style="warning" %}
Tasks that don’t fit the selected grouping criteria (e.g., tasks without a due date when grouped by **Due Date**) appear in a group labeled **Unknown**.
{% endhint %}
***
{% endstep %}
{% step %}
### Sorting Tasks
Use the **Sort By** dropdown to arrange tasks by:
* **To Do** (task name or title)
* **Status**
* **Sent By**
* **Priority**
* **Creation Date**
* **Due Date**
You can toggle between ascending and descending order at the top of the **Sort By** dropdown. Alternatively, click the **sort arrow** in a column header to sort directly within the task list:
{% hint style="info" %}
The sort arrow is always visible in the currently sorted column. In other columns, it appears when you hover over the header.
{% endhint %}
{% hint style="success" %}
For more ways to customize grouping and sorting preferences, see [**Customizing List View**](/interfacing-help-files/end-users/list-view-management/customizing-list-view.md).
{% endhint %}
***
{% endstep %}
{% endstepper %}
Grouping & Sorting Behavior
* **Default Settings:**
* By default, tasks are grouped by **Creation Date** and sorted by **To Do** (ascending).
* These defaults apply to new users or after clearing local storage.
* **Customization & Persistence:**
* Once you customize your grouping and sorting preferences, they are saved automatically.
* Your preferences will persist across sessions, even when filters or searches are applied, ensuring a consistent layout each time you return.
* **Independent Controls:**
* Grouping and sorting are independent settings, allowing you to combine them for a tailored view.
* **Example:**
* Group tasks by **Due Date** to organize them into time-based buckets (e.g., *Today*, *This Week*, *Next Month).*
* Sort by **Priority** to rank tasks within each group.
***
## Tailoring Task Display
Use the **Table Settings** menu ( :gear: ) to control how tasks are displayed and how you interact with them. You can:
* Show or hide columns such as **Status**, **Sent By**, **Priority**, and **Due Date**
* Adjust **Group By** and **Sort By** preferences
***
## See Also
How to Search & Filter the List View
Quickly locate and filter items using simple and advanced search tools
---
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