How can I see the tasks that interest me in a list?

List view

You can access the List view by clicking on “List” in the upper left corner.

The List feature is a multi-project view that, by default, displays all the tasks you have access to, in a list within a table composed of several columns:

You can work directly in this view by modifying existing tasks or creating new ones, depending on your access rights to the projects to which these tasks belong.

You can create multiple lists according to your needs and customize them as shown below.

Create and structure your lists

Create a new list

To create a new list, click the “Create list” button in the upper right corner.

A window will pop up, asking you to name this new list.

Once you have named the new list, click “Create list.”

A message in a banner at the bottom of the screen will indicate that the new list has been created.

In the list dropdown menu, you can now select your new list to display it.

This menu also allows you to delete a list of your choice by clicking on the trash can to the right of the list name, except for the one currently being displayed.

Configure your lists

To configure a list, you must:

Select the desired list from the drop-down menu.
Access the list settings by clicking the gear icon in the upper right corner.

You can also do the reverse:

Access the settings of the currently displayed list by clicking the gear icon in the upper right corner.
Select the list you want to configure from the drop-down menu.

In the settings, you can:

Change the name of your list
Choose to display project task numbers, or unique task numbers, see the article https://www.beesbusy.com/en/resources/features/project/unique-task-and-project-numbers/
Add columns by clicking the “Add a column” button. The dropdown menu allows you to choose:
- Special fields for your project tasks
- The roles of the members of the relevant tasks
- The project workflow steps in which the tasks progress
Remove columns: hovering your mouse over a column name will display a button (-) to remove the column. Some columns cannot be removed:
- Name
- Reference
- Creation date
- Last updated
Change the order of the columns by dragging and dropping them into the column settings area.

Once you have made your changes, click the cross in the upper right corner to exit the settings. The settings are saved automatically.

Customize the data display in the list

In a list, you can customize the display in different ways.

Sorting in lists

Click a column header to sort tasks by that criterion.

For example, if you want to see all tasks sorted by due date, click “End Date.”

You will then see tasks sorted by due date, with the oldest at the bottom of the list. Click the “End Date” column header again to reverse the order.

Grouping

Using the “Group by” dropdown menu, you can display tasks grouped by:

Creator
Task list
Project

If applicable, the selected column sorting will be applied to each grouping.

Filters

You can also use filters in this view.

To learn more about filters, you can consult the online help article on the subject by clicking here: https://www.beesbusy.com/en/resources/features/display/filters/

You can combine filtering, grouping, and sorting in columns for a truly customized display:

Column width

You can change the column widths by dragging and dropping the vertical lines separating the headers.

This allows you to adjust the column display to the number of columns, or to make certain information more readable depending on your needs.

Resources
Features