Overview

On checking out the Tasks Plan, the columns are based on the fields selected in the Table view. The columns in the task listing will be always as per their ordering as well as the visibility of columns in the table view. Tasks are shown with a particular hierarchy level and on scrolling through the Task Plan, the column headers remain fixed for context.

To customize the view for convenience and focus on specific tasks or columns, you can:

• Drag and Drop columns: To move columns from one place to another, click the column header you want to move, hold the mouse, and drag to the placeholder where you want to drop it. Release the mouse button. The column is now positioned at the new location.
• Adjust the column width: All columns have a uniform width by default. You can resize the column widths as required to view the complete column value. To adjust the width of a column, drag the boundary on the right side of the column heading,  hold on to the double-headed arrow, and drag it to your left to reduce the column width or to the right to increase it until the column is of the width that you want.
• Set the Hierarchy level: Using the HIerarchy Level option in the Task Plans view, you can set the view based on how deep you want to view the hierarchy. Select All Tasks from the Hierarchy Level list to view all tasks at all hierarchy levels.

Set the Hierarchy Level in the Task Plans View

With growing tasks and sub-tasks in your plan and the reorganization of child and parent tasks, it may become time-consuming to expand and collapse the summary tasks to get a panoramic view of the status of summary tasks. Using the Hierarchy level option in the Task Plan view, you can set the view based on how deep you want to view the hierarchy. The view also helps to understand the relationship between tasks i.e. the subtasks and summary task hierarchy.

To view tasks up to a certain hierarchy level, check out the Tasks Plan and select the Hierarchy Level option from the All Tasks drop-down list on the top bar. Select the required hierarchy level.

The HIerarchy Level list in the Task Plan view consists of levels one less than the hierarchy tasks (for example, if the hierarchy tasks are up to level 6, the Hierarchy level list will list values up to Hierarchy Level 5, and the HIerarchy level 6 can be viewed using the ‘All Tasks’ option).

The tasks beyond the selected hierarchy level appear as collapsed. On expanding a task, the subtasks appear for that task. You can collapse the task to hide the subtasks.

Select All Tasks from the Hierarchy Level list to view all tasks at all hierarchy levels.

Note:

You may indent or outdent tasks during task planning, however, this will not add or remove values from the Select Hierarchy list. For example, if you delete tasks or summary tasks such that now your plan has only a task hierarchy to Level 3 that was up to Level 6 earlier, the Select Hierarchy will still show hierarchy levels up to 6.