When a group contains a lot of items, it can get a little bit overwhelming. To make it easier to find what you're looking for, you can sort your items!
Sorting your items is a really easy way to keep yourself organized. It helps you understand what you have to do and in what order so that you can get all of your tasks done. This article will show you a few ways you can sort your board to show your items in the order that works best for you!
Sort by the column
You can choose to sort your items by the column contents from the column directly. Depending on which column you want to sort with, this will have a different meaning. For example, If you want to sort your items by the Date Column, they will be sorted chronologically in descending order from the earliest date at the top to the latest date at the bottom. If you want to sort your items by the People Column, then the items will be grouped by the person assigned (with the people ordered in alphabetical order).
To sort your items by column, hover over the top of the column and click the arrows icon. Like this:
Sort from the column menu
Another way to sort is to click the arrow to the right of the column's name to launch the column settings menu. Hover over "Sort Column" and then, in the sub-menu, click "Sort Column". Like this:
Subsort with multiple columns
You can sort your items with multiple columns from the column menu as well! This means that the first column you choose to sort with will be the primary sort. All columns you choose to sort your items with after the first column will be a subsort. Let's look at this example below to understand how it works.
In the board below, we've first sorted with the People Column, meaning that our items are ordered according to the person they are assigned to in the People Column.
Our second sort was the Status Column, meaning that the People Column sort still applies, but within each person's items, they will be sorted according to labels from the Status Column.
Our third sort is using the Date Column and is applied in addition to the first two sorts. On our board, this translates to our first four items being all assigned to Kayla, organized from top to bottom in order of which status labels come first, and because three of these items are all labeled as "In Stores", they are then ordered chronologically.
Let's look at two ways to subsort with multiple columns at once.
Subsort with one click
To choose your primary sort, click the sort (arrows) icon above the column of your choice! For your secondary sort, hold down the ⌘ (or Ctrl) key on your keyboard and click the sort icon above your second column with your mouse. You can repeat this as many times as you'd like, as long as you have enough items to sort with all of the parameters you choose to set.
Subsort with the settings menu
The primary sort can be set by clicking the sort icon above the column of your choice or by clicking the arrow beside the column's title and clicking "Sort Column" and then "Sort Column". The second sort (the first subsort) can be added when you click the arrow beside the name of the column to launch its settings menu. Then, select "Sort Columns" and "Add Subsort". You can repeat for as many columns as you have on your board, if you'd like!
On the board level, you have the option to sort your board by any column and then subsort your board by other columns. All in one place! You can do this all from the "Sort by any column" icon in the upper right-hand corner of your board.
To begin sorting your items, click the "Sort" icon, and then click on "Add new sort":
The tool will open with a default sort. The default sort will be to sort by the item name alphabetically in ascending order:
You can change this default to any column and order you prefer. For example, I'd like my board to be sort by person in ascending order first. To subsort the items, click "Add new sort" and choose the second column that you would like to sort by on your board. In this example, the subsort will be the item name in descending order:
How to save your sort
In the picture below, we've sorted our items by the People Column. Now, our items are sorted according to who they are assigned to in the People Column (in alphabetical order).
You can save the sort that you've applied to your items so that they will remain in this order every time you return to your board. If you hover above the column, you can click "Clear" to revert the items to their original order or "Save" to keep this order in your board every time you visit! Keep in mind, that adding any new items to your board will clear the sort so that you can re-organize as you need to.
When you click "Save" above the column's title, the sort will be saved for the entire board. If you want to save this sort only for one group, you can click the arrow to the right of the column title to open the column settings menu. From here, click "Sort Column" and then "Save sort for this group".
Save your sort to a new view
If you'd like to sort your board and save it for easy access in the future, use the sort button from the board menu to set up your sort conditions and save it as a new view. To do this, simply define your conditions and then click on the "Save as new view" button on the top right corner. Once done, name the saved view as you wish, and you are good to go!
In the GIF above, we chose to sort the items based on the status labels in ascending order. Now that it's been saved as a new view titled "Sort by 'Working on it'", we can easily access this saved sort from the views menu with a click of a button. 🙌
If you want to sort your items in a particular order that is not ascending or descending, you can click and drag each item to exactly where you want to see it within your group. You can even drag items between groups!
Some people prefer that all of their items be in alphabetical order. If you'd like to sort in this way, hover above your first column (the names of your items) and click the arrows that appear in the center. Like this:
Now, you can see that all of the items in each group are in alphabetical order, descending from A-Z. You can click "Clear" to revert the items to their original order or "Save" to keep this order every time you visit!
You can see how many sorts are applied to your board by the number next to the "Sort" icon at the top of your board!
If you have any further questions, feel free to reach out to our Customer Success Team at firstname.lastname@example.org. We are here and happy to help 24/7!