How to Manage Work with List View for Google Sheets

Charlotte
Tracup Writer

The list viewing Tracup is one of the most popular views used to keep track of your tasks. List view is a required task view provided at every level of the Tracup hierarchy.

Let’s dive into the full range of Tracup‘s task capabilities and learn how to easily create, manage and review task settings in Tracup.

Open The List View

Firstly, let’s start from the list view and check all of the work. Users need to make sure they have selected a list view.

Tracup_list_view_first

Filter Scheme In Tracup List View

To see everything that is assigned to users. They need to filter assignee only for their name. This activates me filtering all my task assignments in one place. And this mode only makes the change for user’s account.

Tracup_filtering_me_mode

Three Basic Options In Tracup List View

If they hover over a task’s name three options will appear. Firstly, users can change the priority of tasks.

Tracup_priority_changing

Secondly, users can also change the types of tasks.

Tracup_type_changing

Also, users can rename the task this is the quickest way to change the task’s name.

Let’s go ahead and rename one of the tasks.

Tracup_task_name_change_option

Users will be working with another team member on this task. So they need to add that person to their task as an assignee.

Click on the assignee plus sign in list view and search for their name just click and now they’re assigned.

Tracup_coworker_assignee_change

Display Or Hidden Relevant Field In Tracup

If users cannot see any assignee option here, just click the plus sign at the top right and select the relevant field, then it shows.

Find_assignee_bottom

Next let’s update our due date on this task, just click on the calendar icon in the column to the right of the task name and select a new due date from the drop-down.

Drop And Drag in Tracup

Tracup also supports drag and drop in Tracup page. In Tracup, users can directly drag and drop their documents or files to board, and the files will automatically embed in Tracup‘s website and also there will be a task named by file’s name. Some cool function even drag and drop any file, such as images, videos, documents, URLs, and code blocks, to create tasks.

Tracup_Drag_and_drop_function

Creating a new field by just drag files and it couldn’t be easier. This article has taught users some tips to operate Tracup list view, and more importantly, the drag and drop function. If you still have other questions about this video, contact us at here.

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