Filtering and sorting Work Packages in the table

When to use the table

The table is the default layout for the Work Package list, and it's the right one to reach for whenever you want to:

• Find a particular Work Package out of a long list by filtering or sorting
• Compare progress, dates, or status across many Work Packages at once
• Run an action — delete, duplicate, download — on more than one Work Package
• Get a clean column-based snapshot to share with a colleague

Switch to it from the view toggle in the top-right by clicking Table. Your browser remembers the choice for next time.

What you'll see

The table lays each Work Package out as a row with these columns:

• # — the Work Package number
• Name — the description, with a link through to the detail page
• Project — the parent project (this column hides when you're already inside a single project)
• Type — Work Package, Task, Milestone, or Phase
• Status — the current status with a coloured badge so you can spot it at a glance
• Progress — a progress bar rolled up from the sub-packages, with the average across the visible rows shown in the footer
• Start Date and End Date — the planned start and finish
• Location — the site address, if one's been set
• Created At — when the Work Package was added
• Actions — a per-row menu with edit, duplicate, save as template, and delete

Click any column header to sort the rows in ascending or descending order.

Filtering the list

The filter bar above the table builds itself from your data — you'll only see filters for statuses and types that actually exist in the current results, so you're never staring at empty options.

The three main filters are:

• Project — only shown on the company-wide list, hidden when you're inside a single project
• Status — pick one or more statuses to narrow the list to (for example, just In Progress and Blocked)
• Type — pick one or more of Work Package, Task, Milestone, and Phase

You can also filter on a single column by clicking the filter icon on that column's header — useful when you want to narrow by, say, a specific name pattern or date range.

Selecting and running actions on several at once

To do something to a group of Work Packages, tick the checkboxes at the start of each row.

1. 1

   Tick the checkbox on the left of each row you want to include. To select every row on the current page, tick the checkbox in the column header.

2. 2

   A toolbar appears above the table showing what you've selected.

3. 3

   Choose an action from the toolbar:

   • Delete — permanently removes the selected Work Packages. You'll be asked to confirm.
   • Duplicate — creates copies of each one inside its current project.
   • Download — exports the selected rows so you can open them in a spreadsheet.

Real-world examples

A few situations where the table earns its keep:

• Monday morning catch-up — filter by In Progress and sort by end date to see what's running and what's due to finish this week
• Cleaning up the backlog — filter by Backlog, sort by created date, and bulk-delete anything that was never started
• Sending a status report — filter to a specific project, download the result, and paste it into a client email
• Spotting blockers — filter by Blocked to see everything paused across the company

Next steps

• Kanban view — to drag cards between columns instead of editing rows.
• Gantt view — to see the work on a timeline.
• Saved views — to keep your favourite filter setups one click away.