Project Management: Filtering / Sorting of project tasks within the plan view

[DanielS]

Currently it is not possible to filter or sort the project tasks in the plan view of project.
Or is there a settings option to activate that?
If not, this should be added as a feature.

[yuri]

It is possible to filter and sort tasks when from the View List action.

[DanielS]

Ok that works for me.
But most users won't recognize this way to do it.

I recommend to add the filter and sort function in the plan view. And also in the board view.

[yuri]

It was considered, but it's not seen that very important feature at the moment.

The sorting is controversial. If a user sorted records in a group, then drag-n-drop re-ordering should be blocked. It's a point of possible confusion to a user. The user needs to reset sorting first.

Regarding Filtering. It can be useful. Though in most cases it's expected that plan view has not that much records (if we filter out completed which I always do). Groups like backlog usually have many records though, I use View List in a group to search there.

[DanielS]

OK i see. So the standard use case for the plan and board view is to sort manually with drag & drop.
But then I would expect to have the same sorting in plan and board view, currently that seems to be independant. So if I drag a task to the top of the list in the plan view, the task should also be at the top in the board view (within its column).

And filtering should really be possible in plan and board view.

[yuri]

Order of plan view and board use different dimensions. The plan view group tasks are grouped by the group. The board view is grouped by group and stage. Hence, the drag'n'drop order are separate for them.

[yuri]

The filtering feature is in our backlog. It should be designed properly, not just an input box. To minimize user confusion, as after filtering, we should make it clear for the user that the filter is applied and they need to reset it to restore the regular behavior of the view.