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Project Tree View

Updated_tree_view.jpg

The Tree View is a way of viewing the hierarchy of Projects - how they are nested under each other, and how Improvements and Tasks are nested under them.

 

There are two key words you should know when reading this support document:

  • Parent - Any idea under which other ideas are nested. Projects can be the parent of Improvements and Tasks; Improvements can be the parent of Tasks; Tasks cannot be parents.

  • Child/Children - Any idea(s) nested under another idea. Projects, Improvements, and Tasks can all be the children of Projects; Tasks can be the children of Improvements; Tasks cannot have children.

 

How can I configure the Tree View?

When looking at a list in the Tree View, you have the ability to decide what children should be shown and whether parents should be shown. To do so:

  • Click 2017-10-04_1411.png at the top right corner of the main Project Tree View, on the Card on which the Tree View is hosted, or on one of the Nested Ideas panels of a parent Project.

  • In the resulting drop-down menu:
    • If you’re looking at the main Project Tree View, click 2017-10-04_1411_001.png.

    • If you’re looking at one of the Nested Ideas panels of a parent Project, click 2017-10-05_1423.png.

    • If you’re looking at a Card, click 2017-10-05_1423.png.

  • In the resulting window:
    • Open the “Tree & Gantt Structure” subsection.

    • If you want to include the parents of every item that meets your search criteria, regardless of whether or not the parent itself meets your criteria, check the box next to “Show Parents.”

      Uncheck this box to hide any parents that don’t meet your search requirements.

    • By default, children of all types will be included on the Tree View. If your filters return a Project that contains 3 Improvements and 6 Tasks, they will all be listed.

      If you want to exclude children of a certain type - Projects, Improvements, Incidents (if your organization is using the Incident Add-On), and/or Tasks - uncheck the corresponding box next to “Show Children.”

      To include all children, make sure each box is checked.

Tree___Gantt_Structure_Options.jpg

When you’re satisfied with your filters, click 2017-10-05_1429.png.

 

Working with the Tree View

  • Clicking the title of any Project will open that Project’s page.

  • If you don’t have permission to view a Project, but you do have permission to view Projects nested under it, you will only see it listed as “Private” - you will not see its status, start date, or end date, or be able to open it. It’s merely a placeholder so you can fully visualize the Project hierarchy.

  • Switch between the default filters and any custom filters you have saved by using the blue quick filter bar located in the top left corner of the Tree View.

  • Search through all the Projects currently on this list by using the Project search bar located next to the blue quick filter bar.

  • Open the “Filter” window to further customize your search parameters. To do so:
    • Click 2017-10-04_1411.png at the top right corner of the main Project Tree View, on the Card on which the Tree View is hosted, or on one of the Nested Ideas panels of a parent Project.

    • In the resulting drop-down menu:

      • If you’re looking at the main Project Tree View, click 2017-10-04_1411_001.png.

      • If you’re looking at one of the Nested Ideas panels of a parent Project, click 2017-10-05_1423.png.

      • If you’re looking at a Card, click 2017-10-05_1423.png.

  • The number displayed at the bottom of the screen - e.g “1-50 of 100” will denote the number of results matching your search, not including those parents or children included for the hierarchy’s sake.

 

What do the various icons on the tree view mean?

  • 2017-07-28_1409.png - This item is a Project.

  • 2017-07-28_1410_001.png - This item is an Improvement.

  • 2017-07-28_1411.png - This item is a Task.

  • 2017-07-28_1410.png - There’s something nested under this item. Click this icon to expand the list.

  • 2017-07-28_1413.png - There’s something nested under this item and the list has already been expanded. Click this icon to collapse the list.

 

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