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Project: Task list - Ability to change the order in the list.

Ability to change the order of the tasks from the list.

Purpose: To make users’ workflow more efficient rather than having to scroll down to find the task each time.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Daria Kowalska commented  ·   ·  Report

    Purpose: So tasks can be grouped more efficiently making it easier for the team to follow.

    Often, our projects have many line items, with new requests briefed in from clients throughout the job, so the Xero Project becomes messy and unordered. It would be great to have the ability to move line items up and down as needed.

  • Fiona Bow commented  ·   ·  Report

    This would make Projects more user friendly and clearer, especially when you have numerous tasks that can't be archived.

  • Tom Le Bon commented  ·   ·  Report

    It's very odd that this isn't currently a feature; it's a fairly basic feature which would greatly improve the usability of the projects part of the platform. Would be great to get this integrated sooner vs. later

  • Otto le Roux commented  ·   ·  Report

    Come on Xero, this is basic stuff and has been requested for several years!

  • Scott Sinclair commented  ·   ·  Report

    Hi - Agreed - this is a feature that would make Projects a lot more user friendly - would love to see this implemented ASAP

  • Leah Walsh commented  ·   ·  Report

    I would really love to be able to shuffle the Task order in Projects. We LOVE Projects for timekeeping and organising our tasks. It has been an absolute game changer in my business these past few years. But that one little issue tends to frustrate us regularly. In a Project, being able to move the order of the Tasks around would be great for my team when keeping time, and for me when invoicing. Thanks for listening!

  • Tammy Farrell commented  ·   ·  Report

    Being able to add new tasks and drag them to their correct placement within sequence would be so helpful. I use a number of templates and can easily remove or edit lines but if I need to add an additional interview or task above my "invoice client" line, I can't currently do it.

  • Jim Webster commented  ·   ·  Report

    This is critical to easily finding tasks inthe order they are done not the order they were created

  • Jim Webster commented  ·   ·  Report

    This is critical to easily finiding tasks inthe order they are done not the order they were created

  • Manu Loths commented  ·   ·  Report

    I have projects with dozens of tasks, adding a new tasks while the projects runs and not being able to move them around is very annoying.

  • Amanda Gregg commented  ·   ·  Report

    I cannot understand why this 'idea' has not been implemented. Very disappointing. Oddly the Practice Management module not for 'us' seems to have all the features we ask for!

  • Angela Collins commented  ·   ·  Report

    Absolutely. I regret moving across from our previous accounting software but our accountants advised us that Xero was the bees knees.

    However I don't think they'd ever used projects.

    When exporting reports from Projects to Excel the numbers aren't exported in the correct format to add them up!

    Please Xero can you get these issues sorted out.

  • Dawn Boyd commented  ·   ·  Report

    This is the practice management tool Xero recommend to their partners. Without reordering the tasks then it becomes cumbersome.

    If we use Projects ourselves we are more likely to recommend it. If we don't like it we are not.

  • Angela McDonnell commented  ·   ·  Report

    Ability to sort or reorder tasks is basic functionality. Without this function I'll be looking for an alternative.

    PLEASE ADD THIS BASIC FUNCTION.

  • Annett Todt commented  ·   ·  Report

    Ha ha , or should I say Ho ho !

    I can feel your disappointment. I have considered using another software myself.

    It is a pain as we`re running multiple projects with up to 20 tasks.

    Not sure if someone from Xero is even reading this, but if - get a developer on this job and get it sorted, please. It's crazy to lose Xero customers over such a small issue that causes so many of us big problems.

  • Christopher Gabardi commented  ·   ·  Report

    Oh I'd love that Xmas present! But alas I dont think Santa is real... and so unfortunately our business is moving to another platform. It seems crazy that something so small should cause us to do this but having posted multiple times over the years about this being a major pain point and time waster (and almost no response from Xero) we've made the decision to move.

    However I still hope you get your xmas present someday!

  • Annett Todt commented  ·   ·  Report

    Dear Xero team,
    let`s phrase it like this. If I had a Christmas wish with Xero this would be it.

    Please, how complicated can it be for your development team to get the feature to sort tasks in projects implemented?

    How many more comments do you need in this discussion topic to make it happen?

    I`m not a programmer, but if it is possible to sort the projects by drag and drop, it should be possible to sort the tasks in a project the same way.

    Give us faith back in your developer team.
    Thanks heaps and a very happy early Merry Christmas.

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