Ordering Visual Task Board Cards

[toby_jones]

Hi, all,

Just wondering if there's any way to automatically order the cards within a VTB lane? I'm displaying active incidents sorted by state, and would like to be able to sort each lane by create/update date, priority, caller, etc.

[danenglish]

This wouldn't work for a free-form board.   If you were to write a report, include a sort by condition, and then create a guided visual task board from that query/report... then you would have the cards sorted in the order specified on the report/query.

[apjohn2]

I believe toby_jones means you have to use Add Sort in list view before creating the VTB to ensure cards are sorted as desired. (In my case I was trying to help a team w/ this today, tested this, and it worked. Repeat: this is before the board is created from list view. In my case the table was sc_task but the process should still work.)

Edit: Does replying w/ info like this in a post that's older than 3 of my kids actually add value? Hope someone gets some use out of this at least, haha!

[michaellynch]

I had the same question come up today. Dan English's response got me pointed in the right direction. The down side is I had to create a new guided board from the existing board I had. Just go to the board you already have, click the "Board info" button, then click the "Show list" link. At the list of records, go to the filter (click the show/hide filter button) then click the "Add Sort" button. Add your sort and run the query. Then right click the column header and select "Show Visual Task Board". You'll have a new board with the sort. There may be an easier way but this is what worked for me. It would be nice if the VTB add the sort option in the board filter editor.

[danenglish]

Good idea flipping to show list, then sorting and recreating... unfortunately this will also only work with guided boards.   I was over in my development instance which is on Istanbul, and I'm still not seeing any kind of sort options on the boards or during the board setup process.   Might be worth an enhancement request.

[apjohn2]

I don't know why I couldn't find this answer easily, so figured I'd post a new response here in case anyone else comes-a-looking.

Today, I was trying to help a Scrum Master sort an Agile Board. Agile Boards are VTBs but are called "Guided Boards".

I impersonated him (he's a board owner) in our test instance, and I clicked the board Info button (the circled letter "i" at the top-right) and noticed a button called "Edit Filter & Sort". After clicking that, I could (as him) click "Add Sort", select a sort option (I used Number | z-a as a test), clicked "Save" and then "Save Changes," and it sorted as expected.

Key points:

• Only an administrator or the owner of an Agile Board (or other type of VTB) can see the "Edit Filter & Sort" button in the Info panel.
• The sorting applied applies to everyone with access to that particular VTB / Agile Board (use caution -- this is not a User Preference sort of thing)
• Users who are not the owner cannot see the "Edit Filter & Sort" button

@toby_jones If this solves the issue (or if it's just the best answer so far) feel free to click that button for me. Thank you!