Sorting in a sheet and in the team task board works different?

Anne Bolsius

Hi all,

I am working in a sheet with a projectplan and I am working in a Team Task Board, as far as I understand this is also 'just a sheet'. When I sort on owner, due date etc in the projectplan, the parent/children relationship is ignored and that messes up the whole project plan (there is no solution for this right? I am afraid that one of our many future users will sort and save).

When I do the same sort in the Team Task Board, it will conduct the sort within the parent groups only and I keep the parent/children relationship intact.

Why is this?

Thanks for your help!

Kind regards

Anne

Genevieve P.

Hi @Anne Bolsius

When you sort a sheet with hierarchy, the child rows will be sorted but kept beneath their parent row. The parent rows will also be sorted but their sub-items will move with them. (See: Sort Rows to Organize Your Data).

Is it possible that the Team Task Board is actually a Report, not a sheet? Reports have a slightly different header toolbar with the Report options (such as Sheet / Columns / Group). You can also check the Properties of the item to see what type of Smartsheet item it is (File > Properties). The window that pops up will show a blue Report icon next to the name, like so:

When you Sort a Report, this sorts/organizes all of the rows, regardless of hierarchy in the source sheet.

Let me know if this was the cause!

Cheers,

Genevieve

Genevieve P.

Hi @Anne Bolsius

When you sort a sheet with hierarchy, the child rows will be sorted but kept beneath their parent row. The parent rows will also be sorted but their sub-items will move with them. (See: Sort Rows to Organize Your Data).

Is it possible that the Team Task Board is actually a Report, not a sheet? Reports have a slightly different header toolbar with the Report options (such as Sheet / Columns / Group). You can also check the Properties of the item to see what type of Smartsheet item it is (File > Properties). The window that pops up will show a blue Report icon next to the name, like so:

When you Sort a Report, this sorts/organizes all of the rows, regardless of hierarchy in the source sheet.

Let me know if this was the cause!

Cheers,

Genevieve

Anne Bolsius

Hi Genevieve,

Thanks for your comment, you solved my question! I am now aware that I did not consistently add the parent-child relationship, hence I got confused. Both are sheets but I was thinking to work with a report instead, thanks for the heads-up about the different sorting functionality.

Thanks again!!

Kind regards,

Anne

Genevieve P.

Hi Anne,

No problem! I'm glad you were able to figure out the cause. 🙂