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Improved Task Sorting UX

November 24, 2025

ImprovementWorkboard

Clearer sort indicators with contextual labels and fixed direction logic

What changed

Task sorting in the Client Overview now gives you more control. Sort by Priority, Due Date, Created Date, Last Modified, or Title—with ascending/descending toggles for each.

Clearer visual indicators

  • Text-based sorts show "A-Z" or "Z-A" instead of ambiguous arrows
  • Arrow direction is now intuitive: down arrow means most important items at top
  • Priority sorting defaults to highest priority first

This applies to both the main workboard and the CRM sidebar task list, with consistent behavior across both.

Where to find it

  1. Go to Portal → CRM and select a client
  2. View their Active Tasks in the sidebar
  3. Click the sort dropdown to change sort order

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