Sorting, Searching and Grid Options for Projects, Metrics, and Tasks lists

Connections Online uses an AG Grid table for displaying Projects, Metrics, and Tasks. This grid provides several tools to help you quickly organize, locate, and manage the items in your lists. The features described below work consistently across all three areas.

Sorting Your List

You can sort any column in the Projects, Metrics, or Tasks grids by clicking on the column header.

• Click once to sort the column in ascending order (A → Z, smallest → largest).
• Click again to sort in descending order (Z → A, largest → smallest).
• Click a third time to remove sorting and return the list to its original order.

Sorting helps you quickly organize your information, such as viewing projects by priority, metrics by name, or tasks by due date.

Searching the Grid

Each grid includes a search bar above the list. Type any word or partial match to instantly filter the rows. This allows you to quickly locate a specific project, metric, or task without manually scrolling through the full list.

Column Options Menu ☰

Every column header includes a three‑line ☰ icon that opens additional viewing options. These tools help you customize how the grid appears:

• Autosize This Column – Adjusts the width of the selected column to fit its content.
• Autosize All Columns – Automatically sizes every column in the grid.
• Expand/Collapse Row Groups – Useful when your list is grouped by categories such as status or owner.
• Show/Hide Columns – Allows you to include or exclude columns to tailor your view.

These options give you control over how much information you see and how it is displayed.

Right‑Click Actions

You can right‑click any row in the grid to perform actions specific to that item. The available actions vary depending on whether you are working with Projects, Metrics, or Tasks.

Project Actions

Right‑clicking a project row allows you to:

• Add a comment
• Edit the project
• Edit hours
• Delete the project
• Move or copy the project
• Create a new project

Metric Actions

Right‑clicking a metric row allows you to:

• Add a value or comment
• Edit the metric
• Delete or copy the metric
• Link the metric
• Insert a new metric

Task Actions

Right‑clicking a task row allows you to:

• Copy the task
• Create a new task

These contextual actions make it easy to manage items directly from the grid without navigating to separate pages.