Hierarchy View

Hierarchy View visualizes Items in a tree-like structure, showing parent-child relationships while highlighting the most impactful details for each Item.

Hierarchy View is one of seven ways to visualize Item Lists. It arranges Items in a tree-like structure with branches to show the child Items nested beneath each parent. Overall, it is a powerful way to view the relationships between Items. 

Only the most essential information is displayed for each Item in Hierarchy View. By default, Hierarchy View will display the following Item Details: 

• Name: The Item's title and Template icon will appear at the top of the details. 
  • Hover over the icon to view the Template's name. 

• Status: The Item's Status will be listed and indicated by the color of the bar on the left side of the Item.
• Milestones: The current Milestone, if any, and the Milestone's Status will be listed.
• Key dates: Each Item's last updated date and one additional key date will be listed. The extra key date is chosen based on the Item's current status. For example, the Due Dates of Active Items and the Completed Dates of Complete items will be shown.
• Key people: The most important team role (as determined by the Item's Team Type and current Status) will be listed along with the users assigned to that role. 

Working with Hierarchy View

• If an Item has nested Items, you will see a blue + icon beside it. Select it to reveal Items nested directly beneath the parent. 
  

• To collapse the Items in your List, hover over an Item with nested Items. A blue - icon will appear beside it. Select it to collapse all of the parent's nested Items. 
  
• Select any of the listed Items to open it. 
• To quickly update an Item without opening it, right-click its name.
  • Use the resulting Quick Edit drop-down to change the Item's status, edit its details, parent, Team, dates, or Locations, add a comment, archive the Item, or delete it.

• To open an Item in a new tab on your browser, right-click its name, then click Open in a new tab in the resulting drop-down menu.
• To copy the direct link to an Item, right-click its name, then click Copy Link. The link will be copied to your clipboard.

Configuring Hierarchy View

To configure how Items are represented in Hierarchy View:

• Select the filter icon. If you do not see this option, you may need to select Filters first to reveal the filters. 
  

• In the resulting window, select the View Options header to expand it.
  
  • The Show Parents checkbox: When enabled, the parent of any Items that meet the filter requirements will be included on the list even if that parent does not meet the filter requirements itself.

• • The Show Children checkbox: When enabled, the children of any Items that meet the filter requirements will be included on the list even if those children do not meet the filter requirements themselves.
    
    • By default, when this checkbox is enabled, all children will be included in the list. To only include children of specific workflows, expand the Workflows drop-down to the right of the checkbox and select the Workflows that should be included.

• • The Filter Children checkbox: When enabled, a filter icon will appear next to the checkbox that you can use to control which children are included on the list.
    • Click the filter icon to open a new Item Filter window to filter the list of children.

• • Max: Enter the number of Items to appear on your List.
    • By default, the max is 50. 
    • You cannot go above 250 Items. 

• • Max Height: Set the maximum height for each Item card in the Hierarchy View. If an Item's details exceed this limit, the card will expand up to the maximum height, allowing you to scroll to view the remaining content.
    
    • If you do not enter a value, the default will be 300 pixels. 
    • There is a minimum of 50 pixels and a maximum of 1000 pixels. 

• • Width: Set the width of each Item card in Hierarchy View. 
    • If you do not enter a value, the default will be 300 pixels. 
    • There is a minimum of 50 pixels and a maximum of 500 pixels. 

• • Layout: Pick a layout for your Item List. The layout determines which direction your List will expand in Hierarchy View.  
    • Horizontal - Top: The list will expand from left to right, and the parent Items will be placed at the top right of their child Items
      
    • Horizontal - Center: The list will expand from left to right, and parent Items will be centered between their child Items. 
      
    • Vertical: The list will expand from top to bottom. 
      

• • Show Archived: Select one of the following radio buttons to decide whether the List should include archived Items.
    • Exclude Archived: When selected, no archived Items will be included on the list.
    • Only Archived: When selected, no unarchived Items will be included on the list.
    • Both: When selected, archived Items and unarchived Items will be included on the list.
  • Item Count (Card-only setting): Choose whether you want to Show or Hide the number of Items included in the List on the Card's header. 
• Select Save.

Recommending Reading

• Item List View types
• Filter a List of Items
• Tree View
• Detail View