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How do you sort Tasks in a Task Template?

Don Parker

March 05, 2010 10:05

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I've created a Task Template filled with Tasks, but I want those Tasks to sort in a specific order (there are no dates, so that won't work).  How do I do this?

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  Don Parker March 05, 2010 10:09

  The "pipeline" steps can be reordered in the "Manage Pipeline" menu you see if you right-click on the "Pipeline Step" column.

  

   

  In the dialog that appears, you can create, edit, rename pipeline steps:

  

  
  Back in your Task Template, you can then sort by the "Pipeline Step" column, and you'll see the Tasks sort in pipeline order.

   

  Hope that helps!