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Sorting and filtering your checklist in Timeline Genius helps you manage tasks more efficiently. These features allow you to focus on specific items, prioritize tasks, and maintain a clear overview of your event planning process.
How to Sort Your Checklist
Access the Checklist:
Open the checklist you want to manage from your Timeline Genius dashboard.
Sort Options:
Due Date:
Sorting by due date helps you see which tasks need to be completed first.
Task Group:
Sorting by task group organizes your tasks based on their category or phase in the planning process.
Apply Sorting:
Select the desired sorting option from the dropdown menu or sorting icons.
The checklist will automatically reorganize to reflect your selected sorting criteria.
How to Filter Your Checklist
Filter Options:
Filtering allows you to focus on specific subsets of tasks. You can filter by:
All Tasks: View the entire list of tasks.
Incomplete Tasks: Focus on tasks that are yet to be completed.
Complete Tasks: Review tasks that have already been completed.
Apply Filters:
Use the filter menu to select your desired filtering criteria.
The checklist will update to show only the tasks that meet your filter criteria.
Combining Sorting and Filtering
You can combine sorting and filtering to gain an even more focused view of your checklist.
For example, sort tasks by due date and then filter to show only incomplete tasks.
Benefits of Sorting & Filtering
Improved Focus: Helps you focus on the most critical tasks and avoid being overwhelmed by the entire list.
Enhanced Organization: Keeps your checklist organized and easy to navigate.
Efficient Task Management: Allows you to quickly locate specific tasks and manage your workload effectively.
By utilizing the sorting and filtering features in Timeline Genius, you can enhance your event planning efficiency and ensure that no task is overlooked.
Need More Help?
For further assistance or questions, feel free to reach out to our support team. We’re here to help you make the most out of your experience with Timeline Genius 🙂