Columns, filters and views

Needs Planning

Planning is on in a new tiko, and always on on the public demo. An instance set up before keeps the switch where it was; an admin turns it on in Settings → Stages and people.

Columns

With Planning on, a Gantt can show fields as columns between the task titles and the timeline: Priority, Size, Team, or any field of your own, such as Quarter or Budget code.

• Click + at the end of the column headers to show or hide a field, or type a new one. A Gantt shows up to 6 columns.
• Type a value straight into a cell, up to 100 characters. Enter or a click elsewhere saves it, Escape keeps the old one.
• An empty cell shows the parent row’s value in gray. Type a value to override it for that row and its children; clear it to inherit again.

Fields belong to the whole tiko, so every Gantt can show the same ones; values live in the rows of each Gantt and never go to the tracker. Rename fields or add your own in Settings → Stages and people → Fields. Archiving a field of your own keeps the values in the rows. Priority, Size and Team can be renamed but stay.

Filters and views

With Planning on, a strip above the Gantt filters its rows by any field or by person.

• Click + Filter, pick a field or Person, then tick the values. Click a chip to change its values, or its × to drop it.
• Values of one field match any of them; different fields must all match. A value such as “Q4, Q1” matches each part.
• Filters use inherited values, so a child matches its parent’s Quarter. The parents of matching rows stay visible.
• Team also matches rows where a person of that team has a stage, so you can see where a team takes part across other teams’ tasks.

The filters belong to the Gantt, like its scale. Save as view stores them under a name for the whole tiko; every Gantt lists saved views as pills above its rows. Click a pill to apply it, click it again to show every task. Delete views in Settings → Stages and people → Views.