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Common operations

Search for an item

To quickly find the necessary item (e.g. project, milestone, project document) by name, go to the corresponding section and use the Search field on the top. Tap this field, enter the required item name and tap the Search button on the keyboard.

Search field

Use the Reset query icon to reset the search query. To close the search field tap Cancel on the right.

Sort and filter items

You can sort items by different parameters and apply a filter or several filters to display the necessary items only. Available sort and filter options may differ depending on the selected section of the Projects module (projects, milestones, tasks, discussions, project documents). All the available sort and filter parameters for different items are listed in the corresponding sections of the documentation.

To sort items in the corresponding section:

  1. tap the Sort icon icon in the upper right corner,
  2. tap the arrow next to the Sort by menu item and select the necessary sorting criterion. For example, projects can be sorted by Title or Creation date,
  3. turn the Ascending switcher on to sort the items in ascending order or turn it off to sort the items in descending order,
  4. tap Done in the upper right corner.

To filter items in the corresponding section:

  1. tap the Filter icon icon in the upper right corner,
  2. tap the necessary filter in the Filter list. For example, projects can be filtered by Status, Project manager, or Team member,
  3. choose the necessary parameters for the selected filter, e.g. if you want to filter projects by Status select the necessary status (Active, Paused or Closed) on the next screen and tap Done,
  4. if necessary, apply another available filters,
  5. tap Done in the upper right corner.

When one or several filter options are applied, the filter icon looks like this: Filter icon.

To clear the filter, tap the Filter icon icon and use the Reset Filters option at the bottom of the screen.

Select several items

In the Milestones, Tasks and Project documents sections, you can select several items and perform some operations with all the selected items at once.

Tap the Select objects icon in the upper right corner and tap empty circles Select item on the left hand of the necessary items one at a time. Tap the caption at the bottom of the screen that corresponds to the action you want to perform on the selected items, e.g. you can:

  • Delete several selected milestones,
  • Change status (e.g. Close several selected active tasks) or Delete several selected tasks,
  • Delete several selected project documents.

Perform actions on a single item

Note: available options may differ depending on the selected app section (projects, milestones, tasks, discussions, project documents). All the available options for different items are listed in the corresponding sections of the documentation.

To change the item status touch close to the edge of the screen to the left of the necessary item in the corresponding section and swipe right to access the menu, then tap the necessary menu item, e. g., for active projects, the Paused and Closed options are available. For paused projects, the Active and Closed options are available. For closed projects, the Active option is only available.

Touch close to the edge of the screen to the right of the necessary item in the corresponding section and swipe left to access the menu and choose the necessary action:

Actions on an item - allows to choose one of the following actions:

  • View the selected item (project, milestone, task),
  • Edit the selected item (project, milestone, task),
  • Delete the selected item (project, milestone, task),
  • Add new task - available for milestones only.
  • Notify responsible or Add subtask - available for tasks only.

Edit item - allows to edit the selected item.

Delete item - allows to delete the selected item.

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