WBS List

Overview

The WBS List view displays all tasks in a detailed table format, allowing you to see comprehensive information at a glance and manage tasks efficiently through sorting, filtering, and drag-and-drop reordering.

WBS List view showing tasks in table format with all columns

Table Structure

Each column in the WBS List provides specific information about your tasks:

  • Task ID: Unique identifier (e.g., ERP1-1, ERP1-2)
  • Category: Task categorization with hierarchical support (e.g., "API > Backend")
  • Task Name: The name or description of the task
  • Priority: Visual indicators for task priority (P1, P2, P3)
  • Assignee: Team member assigned to the task
  • Time Estimates: Original estimate, current estimate, elapsed time, and remaining time
  • Status: Current task status (Planned, In Progress, Completed, etc.)
  • Due Date: Task deadline in YYYY-MM-DD format

Managing Tasks

Adding Tasks

To add a new task to your WBS List:

  1. Click the "+ Add Task" button at the top right of the table
  2. Fill in the task details in the dialog that appears
  3. Click "Save" to add the task to your list

Editing Tasks

You can edit tasks in two ways:

  • Inline editing: Click directly on a cell to edit values like task name, time estimates, or due date
  • Edit dialog: Click the pencil icon on a task row to open a detailed edit dialog with all task properties

Deleting Tasks

Tasks can only be deleted when the project is in PLANNED status. Once a project has started, tasks should be marked as CANCELLED instead of being deleted.

Reordering Tasks

You can reorder tasks by dragging them within the list:

  1. Hover over the left edge of a task row to see the drag handle (three dots icon)
  2. Click and hold the drag handle
  3. Drag the task to the desired position and release

Task order is saved automatically and synchronized with all team members in real-time.

WBS List showing drag handles for reordering tasks

Assigning Tasks

To assign a task to a team member:

  1. Click on the "Assignee" cell for the task you want to assign
  2. Select a team member from the dropdown menu that appears
  3. You can also search for assignees by typing their name in the search field
Select Assignee dropdown menu with search functionality

Filtering and Sorting

Use the filter checkboxes at the top of the table to focus on specific tasks:

  • Overdue: Show only tasks that have passed their due date
  • Due Soon: Show tasks that are due within the next few days

Sorting

Click on any column header to sort tasks by that column. You can sort by:

  • Priority: Sort by priority order (P1, P2, P3)
  • Due Date: Sort by due date order
  • Task Name: Sort alphabetically by task name
  • Order: Sort by the original task order (as created)

Time Management

The WBS List provides detailed time tracking for each task:

  • Original Estimate (Org Est): The initial time estimate when the task was created
  • Current Estimate (Cur Est): The updated time estimate as the task progresses
  • Elapsed Time: The actual time spent working on the task
  • Remaining Time: Automatically calculated as Current Estimate minus Elapsed Time

You can edit time estimates directly in the table by clicking on the time cells. Changes are saved automatically.

Tips for Effective Use

  • Use drag-and-drop to organize tasks by priority or workflow order
  • Filter by "Overdue" regularly to identify tasks that need immediate attention
  • Sort by "Due Date" to see which tasks are approaching their deadlines
  • Keep time estimates updated to maintain accurate project progress tracking

Next Steps