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List

The List view in Turfpal's Planner provides a comprehensive, tabular overview of all tasks. This guide explains how to use and interact with the List view.

Accessing the List View​

  1. Navigate to the "Planning" section in the left sidebar.
  2. Select "Planner" from the dropdown menu.
  3. In the Planner view, click the List view icon (it looks like a bulleted list) in the top toolbar.

Understanding the List View​

The List view displays tasks in a table format with the following columns:

  • ID: Unique identifier for each task
  • Description: Brief description or name of the task
  • User: The primary user assigned to the task
  • Start date: When the task is scheduled to begin
  • End date: When the task is scheduled to end
  • Created date: When the task was created in the system
  • Created by: User who created the task

Interacting with the List View​

Sorting Tasks​

Click on any column header to sort the list by that column. For example:

  • Click on "Start date" to sort tasks chronologically
  • Click on "Description" to sort tasks alphabetically

Filtering Tasks​

Use the filter options at the top of the List view to refine your view:

  • Task type: Filter by specific task types
  • Users: Show tasks assigned to specific team members
  • Location: Filter tasks by location
  • Status: Show only tasks with specific statuses

Viewing Task Details​

Click on any row in the list to open the detailed view of that task, where you can see and edit all task information.

Bulk Actions​

You can perform actions on multiple tasks at once:

  1. Use the checkboxes on the left of each row to select multiple tasks.
  2. Look for a bulk action menu (not visible in the current screenshot) to perform actions like changing status or assigning users to multiple tasks simultaneously.

Additional Features​

Date Range Selection​

Use the date range selector in the top right corner to view tasks within a specific time period.

View Options​

Utilize the view options next to the date range selector to switch between different time frames (e.g., Week, Month) or visualization styles.

Task Creation​

Click the "New task" button in the top left to create a new task directly from the List view.

Best Practices​

  • Use filters and sorting to quickly find specific tasks or groups of tasks.
  • Regularly review the list to ensure all tasks are up to date and properly assigned.
  • Utilize the List view for comprehensive task management and for getting a quick overview of all planned work.
tips

The List view is particularly useful for getting a comprehensive overview of all tasks, especially when you need to see details like creation dates or task IDs at a glance.

merknad

The ability to edit or perform certain actions on tasks may depend on your user role and permissions.