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Task Table View

Perfect solution for when it would be more convenient to have a table overview for Task planning.

eLogii avatar
Written by eLogii
Updated over 7 months ago

The Task table view feature allows you to view and adjust all the Tasks in a list view instead of the standard Task view. The Task table view is completely customizable, meaning that the table size can be adjusted, you can switch from any view whenever you'd like by clicking on the corresponding icons, and specific elements can be included/excluded within the list.

To access the Task table view click the Task list icon (as marked on the screenshot below), right above your Tasks on the Planning screen. To switch back to the regular Task view, click the first icon.

The Task table view can also be accessed through the Task section, and it behaves the same way as the Table view on the Planning/Operations screen.

Table view actions and customizability

There are some actions exclusive to the table view that you can perform within it for better data organization, and to adjust the view to your liking. Keep in mind that the view you create will be automatically applied and moved across all future Task table views. This means that if you create and customize a view today, and log out of eLogii, that view will still be set up the same way when you log into eLogii the next day, and the view will persist if you plan Tasks for future dates, or view past Tasks. Please keep in mind that the Table view adjustments are on a user level, meaning that only you can view how you've set up your table view, and this gives each user the freedom to customize the Table view to their liking, without interfering with others' setups.

In case you want to create a new view from scratch, you can click the Reset table state icon, located above the table. Once this is done, the table will be returned to its default state, before making any adjustments.

Sorting

The items can be sorted in an ascending (lowest to highest value) or a descending (highest to lowest value) manner.

This can be done by either clicking the sorting icon of the column. Clicking the icon the first time will automatically sort the columns descending, and clicking the icon the second time will sort the values in an ascending manner. The third click will reset the sorting.

Alternatively, you can set the sorting by the menu icon and select the Sort by Ascending/ Descending. To remove the set sorting select the option Clear sort.

Sorting can be applied only. This means that once one sorting is selected (for example, from smallest to biggest package), the whole table will be sorted based on that column and you cannot have 2 types of sorting at the same time.

Pinning/ Unpinning

Columns can be pinned both on the left and right side of the table, fixing them in place while you scroll sideways through the table.

This can be done by clicking the menu icon on the column heading and choosing either to Pin to Left or Right. You can always unpin columns, or move them from left to right and vice-versa.

You can also pin/unpin columns within the table options menu. The Left pin icon will pin the desired column to the left side of the table, and the right one will pin it to the right side.

Moving and resizing columns

If you want to reposition the columns, you can grab the column by the drag handle and move it across the table to the desired position.

You can also move the columns by grabbing and dragging the column headings across the list in the options menu of the table.

In case there is a string of text or numbers you cannot fully see in your rows, you can resize any column by grabbing its end and moving it left or right to change the size. Doing this will show everything contained in the cell in its entirety.

Hiding columns

If there are columns that you want to exclude from your view, or that you deem irrelevant for your operations, you can simply click on the menu options of the desired column and select Hide column.

You can also hide/show columns from the table options menu. Switching the toggle next to the column name will show it on the table while switching it off will hide it.

Selection and Resetting Table adjustments

You can select all the items by checking the box in the table header, or select specific rows by checking the box next to them, and click Clear selection to deselect everything. Alternatively, you can click the Select All button (located on the right-hand side of the screen, next to the Actions menu), or you can deselect all items by clicking on the Deselect All button. You can also filter the selected items by clicking the Filter Selected icon next to the table menu options.

Filtering

Apart from filtering the selected items, you can perform standard filtering by clicking on the filter button above the table, and setting the parameters. The filtering options are identical to the usual ones when you filter from the standard Task view.

You can also utilize the Task lateness panel, and all the late Tasks will be singled out once you apply the filter.

Grouping

Groupings can be created by grabbing any of the columns by the handle and dragging and dropping them just above the table. The new view will contain all the Tasks grouped by the desired parameter. You can click on the arrow next to the groups to display the Tasks.

This is especially useful if you would like to see the exact numbers of Tasks in various states, or if you would like to see how many Tasks have been allocated across each team.

It's also possible to create multiple layers of groupings. For example, if we want to check how our Teams are handling their Tasks and check Task states. To achieve this, we would set Teams as our primary grouping by dragging and dropping this column above the table first, and then the State column right after it as our secondary grouping. We will be presented with two groupings, and we can click on the arrows to expand them, allowing us to see all the Tasks that fall under these categories.

Toggle column header group

Toggling this option will add additional headers above the existing ones. These can also be resized as normal headers. Clicking on them will collapse or expand the header group. These column headers group headers and data within them into groups, for example, the Identifier group carries Task identity information such as UIDs, while the State group carries information about Task State change such as types of states when state changes occurred, and so on.

Task Row Tooltip

The Task row tooltip can be switched on or off by clicking the designated icon. This gives you the option to view basic Task information when you hover over the information icon for each of the Tasks on the list.

Actions

There are numerous Task and Driver actions you can perform on the selected Tasks. Some of the actions you can do are assign selected Tasks to specific Teams/Drivers, perform Task Handover, and many more.

For manual Task assignment of selected items, you can easily select the Tasks you wish to assign manually pick them up by the drag handle, and drag them with your mouse onto the Driver you want to execute those Tasks. This will prompt a pop-up asking you to confirm the optimization, and once the action is confirmed, eLogii will run the optimization of selected Tasks. While you drag the Tasks to the desired Driver, the number of selected Tasks will be displayed, as seen in the image below.

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