Creating and Editing Views

TACTIC provides the following configuration display options when creating or editing a view:

In TACTIC, there are 2 main distinctions between the types of views Project Views and My Views. These are presented in 2 sections within the main sidebar.

Adding Columns

To add a column, right-click on any column header in the view.

Select the Column Manager

In the column manager, selecting columns will add them to them current view. The sections in the column manager are as follows:

Note

Certain widgets require Java to be started up so, it can take a few seconds for the selected column to actually appear in the view. When finished, click the close button.

Removing Columns

To remove a column from the current view, left click in the column header for the column to be removed and choose Remove Column. Columns can also be removed through deselecting them in the column manager.

Ordering Columns

To re-order columns, click and drag a column in the header to the desired location in the view. As the column header is dragged to the left or the right, an orange bar will appear between the columns indicating where the column appear if the mouse button is released.

Resize Columns

To resize a column width, hover the pointer over the divider between the column headers and the mouse pointer will change to a width adjuster.

Left click and drag the width adjuster to change the width of the column.

Grouping

Some columns in TACTIC contain categorical data. Some examples include 'status', 'parent', 'assigned user' columns. These columns can be grouped.

For example, grouping by the Assigned User column displays the items in groups by each user.

To apply grouping to a view, left click on the column header to be grouped and choose Group By

Search

The Search Tool is used as a filter to only display items which match a certain criteria. This allows the results in the view to be narrowed down. When a view is saved, the search criteria is saved with the view which causes the view to become a live report as each time the view is loaded the search filter will be applied to the live data.

For example, if a search filter is created which shows only items which have a child task with the status "Review", the view will provide a report of all items which need to be reviewed. When the status of these tasks are changed, the items will be filtered out and no longer appear in the view.

Saving the View

After the display of the view have been configured, to save the view, go to the gear menu under View. The options are described below.