Task List

Contents

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How to get here...

  • Click the "Tasks" tab on the main window.
  • Click the "Task List" command in the Go menu..
  • Press Ctrl+7.

Overview

The Task List displays a hierarchical list of tasks and subtasks that are due within a specified date range. Tasks that have no due date will be also be listed. The Task List also shows search results. To open a task in the Task Editor, double-click its row.

The task list with some example tasks displayed.

Date Range

The displayed date range can be adjusted by selecting a pre-defined range from the date range drop-down list, or by manually entering a start and end date. Tasks that are overdue or have no associated due date will always be listed, regardless of the specified date range. The following pre-defined date ranges can be selected:

Columns

The displayed columns can be customized by clicking the Settings button and selecting columns from the Columns submenu, or by right-clicking the column header. A list of columns will be displayed where columns can be toggled on or off. Columns that are displayed will have checkmarks.

Columns can be displayed or hidden for tasks.

The following columns can be displayed:

Subtasks

Expand/Collapse

A task that has one or more subtasks will have a + button to the left of the task's title. The + button can be clicked to expand the task row, making all subtasks visible. After clicking the + button, it will be changed to a - button. Clicking the button again will collapse the subtasks back up into the parent row. To expand or collapse all rows, you can use the "Expand All" and "Collapse All" buttons at the top of the Task List.

Task Hierarchy - Drag-and-Drop

The task hierarchy can be modified by clicking a row (to select it) and then clicking again with the mouse held down. The row can then be dragged to another row. When the mouse is released, the task will become a subtask of the target row. If the task was a subtask but you want to make it a root task, drag the row to the left edge of the Task List and then release the mouse.

Creating New Subtasks

To define a new subtask for an existing task, right-click the task and then pick the "New Subtask" command from the popup menu.

Grouping Rows

To group similar rows, based on column value, right-click the column header and select the "Show Group By Box" command. Next, drag the column you'd like to use for grouping into the box at the top of the list. For example, if you want to group tasks based on associated priority, drag the Priority column header into the box. The list will update to group the rows together. Grouped rows can be expanded or collapsed by clicking the expansion indicator. A description of the grouped rows, and total row count for each grouping, will be displayed next to the expansion indicator.

Rows can be grouped by using the Group By Box.

To group by additional columns, drag the desired column header into the Group By box. Complex nested groupings can be defined by dragging multiple columns into the Group By box. To remove the grouping for a column, drag the column name out of the Group By box. If all columns are dragged out of the Group By box, rows will no longer be grouped.

Note, toggling off the Show Group By Box menu option while rows are grouped will not remove the grouping. It will only cause the Group By Box to be hidden. The Group By Box needs to be visible in order to add or remove row groupings.

Changing the Column Order

You can adjust the column order by clicking a column header and dragging that header to a different location. An arrow will display indicating where the column will be positioned. The column order is saved whenever it is changed, so the next time VueMinder starts, the column order will match what was most recently defined. In the example below, the Priority column is moved to the left of the Task column.

Click the column and drag it to another location:
You can drag and drop columns to change the column order.

After releasing the mouse button, the column is moved:
After releasing the mouse button, the column will be repositioned. The column order is also saved.

Searching for Tasks

To search for tasks within the currently selected date range, type the desired search term in the Search box and press the Enter key. Previous search terms can also be selected from a drop-down list in the Search box. After commanding the search, a tab will be added at the bottom of the list, and the list will update to show only the tasks (if any) that were found containing the search words.

Search results will be displayed within a tab in the Task List.

You can command multiple searches, and each search will be added as a separate tab. The searched date range can also be adjusted via the date range controls, and the search will be automatically refreshed to show tasks within the new date range. To remove a search tab, click the tab's X button to close it. If all search tabs are closed, the full task list will be displayed. You can also click the red X in the search box to instantly clear all previous search results and return to the full list.

Multiple search tabs can be displayed. To close a search tab, click its X button.

Filtering Columns

Each column header contains a filtering icon. If the column is not being filtered, the icon will display as an empty filter or funnel. When filtering is active, the icon will change to be filled in. When the filtering icon is clicked, you can choose to filter rows based on the content of the column.

Note, this filtering is independent of any filtering performed in the Calendar Items area. Those filters take priority over the filtering in the Task List.

Rows can be filtered.

Basic Filtering

The following filtering selections are available. Uncheck an item to filter it.

Advanced Filtering

Advanced filters can be specified on some columns by expanding the Text Filters menu.

Advanced filters can be specified.

Selecting any of these advanced filtering commands will result in a filtering dialog being displayed, where one or more custom filtering conditions can be specified. Use the Operator and Operand values to define the filter. Click the "Add Condition" button to make a compound filter. After a column is filtered, its filter icon will change to be filled with a solid color. Multiple columns can be filtered at the same time. To clear the filter, click the filter icon and select the "All" option.

After a filter condition has been specified, the rows will be filtered and the filter icon will change to solid.

Saving and Loading Filters

Filters can be saved or loaded from files.

The currently applied filter can be saved to a file, or a previously saved filter can be loaded and applied. The saved or loaded filters will apply to all columns, so whether you have a simple filter on one column, or complex custom filters on multiple columns, the complete filtering criteria will be saved or loaded. To reset the filter back to the factory default, click the Reset Filter command.

Refreshing the List

In most cases, the event list will automatically refresh. However, there may be some isolated cases where the list doesn't refresh. In those cases, you can force the list to refresh by clicking the "Refresh List" button at the top of the Task List.

Export List

The contents of the current list can be exported to a Microsoft Excel formatted (.xls) file by clicking Settings button and selecting the Export to Excel command.

The current list can be exported to a Microsoft Excel file.

The current list will be exported to the specified file name. If the file already exists, you will be prompted to overwrite it. If you have Microsoft Excel or another program capable of opening Microsoft Excel formatted files, you can choose to view the exported file after the export has been completed.

After the export has been completed, you can choose to open the exported spreadsheet.

This is an example of how the exported list appears when opened in Microsoft Excel 2010. Note the first column is the Complete column. If a row is checked in the list, its Completed value will export as TRUE.

This is an example exported list that is displayed in Microsoft Excel 2010.

Context Menu

When a task row is right-clicked, a context menu will display. The available commands are the same as the commands accessible from the right-click context menu of the Calendar View, and are explained in more detail there.

Right clicking a row in the Task List will result in a context menu being displayed.

When clicking an empty row, the same menu that appears when the Settings button is clicked (in the upper-right corner of the Task List) will be shown. This menu enables columns to be shown/hidden, filters saved/loaded, or the list exported to Excel. These operations are described above.
A context menu is displayed when clicking an empty row.

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