PracticeMaster Q&A: Sorting the Task List

May 2022    Tags: ,

On the Task List tab of Calendar Properties, I see that you can select an Index to use for sorting, but I only have a few options. Can I create a custom index to use for sorting the task list?

You can create a custom index to be used in the Task List via File Maintenance.

To create a custom index for the Task List

  1. In the Quick Launch, search for and select “File Maintenance.”
  2. Under System Files, select Calendar and then click OK.
  3. On the Index tab:
    1. Click the  (New Insert) button.
    2. Enter the new Index ID for your index.
    3. Enter a Description for your index.
    4. Select the desired Sort Order.
    5. Click Done.
  4. Close File Maintenance.

You can now select this index for the Task List in Calendar Properties.

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