I'm trying to make an IT help desk and could really use the ability to sort by more than one field. For example: sort my priority then by due date. As it stands now, I sort by priority and the due dates are all mixed up so it make it tough to sift through and see whats REALLY important and what just important.
Do you have the priority as a category in the app?
Then you can create a filter for the priorities before you sort the due date?
This should make it possible to get clear overview :)
Here's how you create filter and reports:
Sara - PodioComment actions
Has this been remedied? I have an action date that I want as my first sort - i.e. the soonest action date appears first. And then within that filter, I have a category field (priority level) that I want sorted so that the highest priority item on that action date appears first. I seem to only be able to sort by one field and would like to sort by two fields if possible.
Thank you for the reply, Sara!
I see what you're saying with the filters. That could work, but it's not ideal. The way my help desk does it now is it shows all the Urgent tickets, then Normal, then Low, etc. Within each of the "main" sorts it will then sort each of those by the due date. That way, I have a list prioritized by the priority, but each ticket is show in the order I need to complete them.
Based on your suggestion I'm going to try to break each of the priorities up into filters, then apply a sort to that. Should get me what I want. The "2 tier" sorting is a powerful feature that could be great in future releases, though.
Yeah this is DEFINITELY a function I would expect and I'm super surprised it doesn't exist along with:
Tasks built upon specific "category" changes
Built in Email or even gmail integration.
Regardless the other two topics have tons of support and have gone over 6 months without resolution I'm going to go ahead and assume this isn't going to happen any time soon... or ever. Podio I'm not sure you can hang when lesser CRM platforms like ZOHO have some major core functionality like multiple sorting & built in email. Cheers to Podio for your competitive product but I'm super unimpressed with the speed at which new features are launched.
FYI: I can have a programmer write the code for you for multiple sorting within a few days. Let me know if you guys need this because I'm willing to pay the best in the business to do this for me so that I can have this fixed. Sorting a single item A-Z is far too simple for your system. You need a much more advanced sorting option Please.
@CJ; I definitely see your point, we're continuously working to add new features to Podio but I understand speed is crucial.
We're always looking for inputs - if you are up for sharing your thoughts around filtering, sorting and using Podio as CRM please let me know via firstname.lastname@example.org and I will connect you directly with the team!
Also, I remember you have been asking for the feature to enable more than 15 rows in the report - this is something we plan to include in the next update to our reports and views (can't promise anything though)
Here is a list of the features we launched the past 6 months and more: http://blog.podio.com/category/product-news/
Sara - Podio
I know it's not a good way to "hijack" someone lese's post. I just wanted to emphasize on this feature.
I have a list of documents of two different kinds. Both kinds of docs are identified by the issue (year and number). I can filter the list by doc type but afterwards I am still stuck.
I know I can put year/issue in the doc name as well but that is really not how I want to work.
Please let us know how things are going over at Podio in terms of multiple sort. Thanks!
All my clients, for whom I've created their Podio systems, use Document-Management-Apps, either one for each workspace or one for the all workspaces. Each document is an own item, with several category fields like document type, kind (presentation, template, FAQ,Proposal ... you name it), a text field for keywords, a contact or relationship field for author, status (draft, final) and one relationship field with relations to all necessary apps, so one document (the link to it) can be added to several apps. Some clients want more, some less fields. Cause of the category fields the docs can be filtered very easy, cause of the keywords they can be found from everywhere in Podio via search. You can add tasks and comments to each document and can store different versions of one document in one item. Some clients strictly use Google-Docs, Dropbox etc. and add the link only to the item. This link can be pulled by calculation fields into the related items so that you can access the file/document directly from that item.
Rainer (with a :) )
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