Sort

To help you to organise your To Do Lists we have developed an automated sort feature for all To Do Lists. The automated sort provides 5 levels of sorting that can be applied to any column in the To Do List. If the sorting is applied to one of the columns that is a Custom Select List then the order of that Select List is used as the Sort Order for that column.

To access the 'Sort' in the Customise section of the ribbon, just click on 'Sort'

After clicking on 'Sort' a form will be displayed to configure the sort options for this To Do List. At the top of the form will be a list of To Do Lists in the workbook. As you select these the To Do List worksheet will be activated and the current sort options displayed for update and change.

The default sort order for a To Do List is set to

Status - Ascending

Category - Ascending

Priority - Ascending

Due Date - Descending

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There are 5 levels to the automated sort for the To Do List, you can select any of the existing columns to be included to the sort, you can create your own column and use it in the automated sort.

Sort Actions

Update - Select a value from the List and then update to be a different column or to change the direction of the sort from Ascending/Descending then click 'Update'

Clear - Select a value from the List and then click 'Clear' this will remove that column from the sort

Move - Select a value from the List and then move it up/down in the sort list to change the sort hierarchy.

Custom Sort

Here is an example of Sort in action. The To Do List has 4 columns involved in the sort.

- First we move the Priority column down one and click 'Update', this applies the Category as the first sort and once that is applied the list is sorted in Category order first followed by the other columns in the sort.

- The Category column is a Custom Select List with the items being ("Cubby House, Project X, Project Z, Restore Care").

- Then we return the Priority column to be the first in the Sort order and click update. The list is returned to the previous order

- Finally we change the Sort order for the Priority column to be descending and the High's are sorted to the bottom of the list and the Low's at the top

Note: The Completed and Cancelled items are automatically sorted to the bottom of the list, these are then also sorted within that by the Sort order specified in the configuration. This ensures that any Completed and Cancelled items are no longer at the top of the list.