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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Jeremiah Moore commented
Here I'm relying more on breaking projects down into tracking units using Tasks.
Re-ordering tasks really should be essential; once there are more than five or six, picking the right task is better to be structured by the task order.
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Jan Bode commented
This is so important as projects grow and evolve - which is the intent of most businesses.
@Xero can you please respond on whether this is likely to be done in the near term with your increase in Projects price or whether it's not? It would be very helpful for medium-term decision-making.
Thank you!
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Nick White commented
Agree
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Leo Seymour commented
It would seem a simple thing to be able to drag the tasks into the order required. After all, this is already possible with line items when preparing sales invoices and when building a P&L report by account.
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Daria Kowalska commented
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.
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Fiona Bow commented
This would make Projects more user friendly and clearer, especially when you have numerous tasks that can't be archived.
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Tom Le Bon commented
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
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Otto le Roux commented
Come on Xero, this is basic stuff and has been requested for several years!
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Nathan Wong commented
Very important for project management
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Scott Sinclair commented
Hi - Agreed - this is a feature that would make Projects a lot more user friendly - would love to see this implemented ASAP
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Leah Walsh commented
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!
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Tammy Farrell commented
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.
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Jim Webster commented
This is critical to easily finding tasks inthe order they are done not the order they were created
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Jim Webster commented
This is critical to easily finiding tasks inthe order they are done not the order they were created
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Manu Loths commented
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.
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Zenzie Tinker commented
Xero, if you're reading this, please please implement
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Amanda Gregg commented
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!
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Angela Collins commented
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.
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Dawn Boyd commented
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.
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Tony Commisso commented
Agree.